● CompletedService business
Real-time AI voice receptionist
A streaming voice agent that answers, books, and routes calls around the clock, with SMS follow-up.
<300msvoice response
24/7calls answered
3systems live
AI automation for financial advisers
An adviser is paid for advice and spends the week on everything else: preparing for reviews, writing up notes, chasing paperwork, and keeping in touch with a book that keeps growing. We build the systems that carry that load, tested first inside a practice we work with.
Where the hours go in a practice.
Six pieces of work we see in almost every practice, what the system takes over, and what you get back.
Meeting preparation
Before each client review, the system pulls the household details, recent notes, and open action items from your CRM and drafts a one-page brief for you to read in the car.
What you get back: Every review starts with the full picture. No twenty minutes of digging before each meeting.
Follow-up notes and tasks
After the meeting, the recording or your dictated summary becomes a written note in your format, the follow-up tasks are created in your CRM, and the client gets a recap email for your approval.
What you get back: Notes are done the same day, in a form you can stand behind, and nothing agreed in the room gets lost.
Annual review scheduling
Each household is invited to its review on your cadence with a personal message and a booking link, and reminded until it is on the calendar.
What you get back: Every client gets their review every year without anyone keeping a spreadsheet.
Client onboarding paperwork
Intake answers flow into the account forms, the system checks what is missing, and the client gets a clear "what happens next" email at each step.
What you get back: Onboarding that took an afternoon takes twenty minutes of review, and new clients feel looked after from day one.
Client questions between meetings
Routine questions by email or phone, from "did my transfer arrive" to "can we move my next meeting", are answered from your records or routed to the right person with a draft reply.
What you get back: Clients get answers the same day. Your inbox holds only what needs you.
Referral and review requests
After a review that went well, the client gets a short thank-you with a review link and, where you choose, an invitation to introduce a friend.
What you get back: Referrals and reviews arrive on a steady rhythm instead of when someone remembers to ask.
What we would build first.
Three steps, in order. You can stop after the first one and keep the plan. How we work and what each step costs are on their own pages.
010203
AI Readiness Audit
Two weeks inside your practice. We time where the hours go, from prep to paperwork, and hand you an Opportunity Map: the work worth automating, ranked, with the dollar value attached.
AI Operating System
We build the top items off the map, connect them to your CRM and planning software where possible, and switch them on. Usually meeting prep and follow-up notes first, because they touch every client every year.
Ongoing Care
Monthly monitoring, fixes, and the next automation off the map, so the systems keep working when custodians change forms and your team changes roles.
Proof
Systems already running, mapped to your practice.
● CompletedInsurance / finance
RAG onboarding automation
Retrieval over product docs drafts client illustrations and runs onboarding paperwork, with citations to verify.
~85%less manual prep
3systems live
Citedgrounded answers
● CompletedMarketing agency
Lead-gen + CRM orchestration
A pipeline that enriches leads, qualifies them with AI, routes to the CRM, and fires follow-up sequences.
4systems live
Instantlead response
Qualifiedleads only
Real-time AI voice receptionist
This is your front line between meetings: every client call answered, every callback booked.
RAG onboarding automation
This runs on a practice we work with today: onboarding paperwork and account forms drafted from source documents, with citations to check.
Lead-gen + CRM orchestration
This is your review and referral pipeline: enrich, qualify, route, follow up, in the CRM you already use.
Questions we get from every practice.
Does this connect to my CRM and planning software?
Usually yes. Redtail, Wealthbox, and most planning tools expose an API or a reliable export. In the audit we confirm exactly what yours allows before we promise anything.
How does this fit with my compliance obligations?
Every message is drafted for your review before it is sent, every note is archived in the systems you already use, and every data flow is documented in the audit. Your compliance officer reviews that document before anything is switched on. We say what the system does; your compliance program decides what is allowed.
Will clients feel like they are talking to a machine?
Not if the message knows their situation and sounds like you. Every message uses real details from your records and hands off to you the moment a client asks something that needs an adviser. What feels like a machine is a review reminder that never comes.
How long before something is running?
The audit takes one to two weeks. The first build, usually meeting prep or follow-up notes, is live two to four weeks after that. You see working software, not a roadmap.
Pranav Desai
AI Systems ArchitectBook a consultAvailable this week
30-minute intro call
Pick a time that works and you'll get a Google Meet link by email. No charge, no commitment.
Book a 30-minute call →How I work
I start by listening, not pitching. No deck, no jargon. I find where your team is quietly losing hours, then build the smallest system that wins them back. I ship working software, not slideware, and I own it from the first call to production.
Mission & goal
Put AI to work on the busywork so people get back to the business. I build durable agents that earn their keep on day one and still run a year later, so teams are free to do the work only people can do.
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