Referrals and inquiries
Collects the details you specify, explains your intro process and books the meeting onto a real slot. Never discusses fees or strategy beyond what you've written.
How the receptionist worksThe week
The calls that go unanswered today
Each one is a client, a claim or a job that went to whoever picked up.
- THU 16:05A referred prospect after a liquidity event
The most valuable call of the quarter, during a client review.
- MON 08:10A client nervous about the market open
Wants a voice. Gets a voicemail greeting.
- TUE 11:30A custodian calling about a transfer
Operations stalls until someone calls back.
- FRI 13:00Compliance asking what was said on a call
Without a recording, it's a memory and a note.
Setups by size
How financial advisory firms run Ody, at every size
Pick the shape of your business. Every feature below links to its own page; every setup is one you can build in an afternoon.
A firm line that records itself
Client calls on the record. Prospects booked. Nothing on your cell.
The firm number rings the app on your phone; in a review, the receptionist books prospects and takes client messages without discussing accounts. Recording on the firm line gives you a transcript and summary of every client call.
- Call recording & AI summariesRecording, transcript and summary on client calls
With auto recording on the firm line, each answered call is recorded, transcribed with speaker labels and summarized: gist, key points, sentiment. Growth and above; add a recording notice to your greeting where consent laws require it.
- Phone numbersA firm number, not your cell
One local number is included with your seat. Clients, custodians and the ADV get the firm number; your personal number stays out of client relationships.
- Caller IDThe firm's name on outbound calls
Register the firm name as outbound caller ID on your US local number so clients see "Cardinal Wealth" and pick up. 15 characters; propagates over a few days.
- AI receptionistThe receptionist during reviews and after hours
Inside your hours the line rings your phone and the receptionist picks up if you don't. Outside them it answers first ring, books intros and takes messages. It never discusses accounts or markets.
AI receptionist
A receptionist that knows exactly what it can't say.
You describe the firm, who you serve, how intros work and the topics it must never touch. The receptionist books, routes and takes messages, and declines anything about accounts or markets.
"I need to talk to Maria about my account"
Takes the message with the household and the topic, posts it to the thread and tells the client when to expect a callback. Never discusses balances or markets.
Shared inboxCustodians and transfers
Captures the request, the account reference and the caller's details, and creates a priority task for operations.
How the receptionist worksReviews and reschedules
Books and moves review meetings within the windows you allow, and texts confirmations.
Business texting"Where do I sign?"
Texts the portal link you provide and takes a message for anything else.
How the receptionist worksMarket open and evenings
Answers first ring, takes messages, books intros, texts back anyone who hung up. Urgent client calls routed per your ring order.
How the receptionist worksThe record
The record compliance asks for, without a separate system.
On Growth and above, each recorded call on an enabled line is transcribed with speaker labels and summarized into the household, the topic, what was said and the next step. Voicemail transcripts are on every plan. Everything is searchable by client or phrase.
- Recording, transcript and AI summary on every answered call on an enabled line
- Search by household, phrase or date
- Summaries logged to the CRM natively or through Make and webhooks
- Voicemail transcripts on every plan
Call summaryGenerated by Ody
- Caller
- Prospect · +1 (512) 555-0471 · referred by an existing client
- Reason
- Recent business sale; seeking an advisor for the proceeds.
- Told
- No specifics discussed. Intro meeting offered and booked. Intake form sent by text.
- Next action
- Video intro with Maria Tue 2:00 PM.
Your stack
Works alongside your CRM and planning stack
Native integrations are listed as such. Advisor CRMs have no native connection yet, so Ody reaches them through Make, webhooks or the REST API.
- Wealthbox, Redtail, Salesforce FSCMake, webhooks or APIAPI docs
Push call summaries and prospect details to the household via Make or the REST API webhooks
- Attio, Pipedrive, CopperNativeIntegration
calls and texts logged to the contact
- CSV importNativeIntegration
import households so callers show up by name
- SlackNativeIntegration
prospect calls and custodian requests posted to the ops channel
- MakeNativeIntegration
connect your archiving vendor and the rest
Browse all 43 integrations, or connect anything else through Make and the REST API.
Trust
Built for firms that have to keep a record
Calls, transcripts and messages are encrypted in transit and at rest and never used to train third-party models. Recording is per line, so client-facing lines record and personal lines don't. Transcripts and summaries are exportable, and webhooks let you feed your archiving vendor. Ody is not a books-and-records archive on its own; pair it with the vendor your compliance program already uses.
- SOC 2 Type II
- Encryption in transit and at rest
- Recording per line, exportable
- Webhooks to your archiving vendor
Rollout
Live in an afternoon, not a quarter
No hardware, no consultant, no call-flow diagram. Four steps and the line is answered.
- 01
Port or add numbers
Bring the firm's number over. Porting is free and the old line keeps working until cutover.
- 02
Set the recording policy
Turn recording on for client-facing lines, add the notice to your greeting, and connect webhooks to your archiving vendor.
- 03
Write the guardrails
Who you serve, how intros work, and the topics the receptionist must decline. Plain sentences.
- 04
Review a week of summaries
Confirm the receptionist stays inside the lines, then let it book more of the intro calendar.
Resources
Guides for financial advisory firms
The concepts behind this setup, explained without the jargon.
What compliance teams need to know about call recordingHow stereo and mixed recordings differ, when US one-party versus all-party consent applies, and why PCI requires a pause.Read guide What businesses need to know about CNAMWhy CNAM is a 15-character North American database lookup, why dips are optional, and why a phone’s address book still wins.Read guide What businesses need to know about SMS consentHow express written, express, and conversational consent differ, what a compliant opt-in looks like, and how STOP and HELP keywords behave.Read guide
FAQ
Financial advisors: common questions
More industries
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Firms where the first call decides who gets hired.
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