Bereavements and life changes sent to the advisor
A widow calls a week after the funeral, not sure what to do about the accounts. She is gentle, takes what she needs, and gets the advisor who has known the family for years on the phone.
A client or family member calls after a death, illness, job loss, separation or inheritance.
Listens, notes what happened, warm-transfers to the advisor or books them within the day.
The advisor reached the same day, with what happened and who's calling noted first.
How it works
- Slows right down
She is quiet, kind and unhurried. Nothing about the call feels like a process.
- Learns who is calling
The client, a spouse, an adult child, the executor. She notes the relationship and never shares account details with someone not on the household.
- Notes what happened
In the caller's own words, without pressing for details they don't want to give.
- Gets the advisor
A warm transfer with a short, careful summary. If the advisor is in a meeting, the assistant first, then a callback the same day.
- Gives a little comfort
"There's nothing you need to decide today." Words your advisors choose, never advice.
- Flags the household
The CRM record is marked so everyone on the team handles the next call with care.
Example call
- CustomerHi. My husband, Paul Dube, passed away last week. I don't really know what I'm supposed to do about our accounts.
- AI agentI'm so sorry, Mrs. Dube. Thank you for calling us. There's nothing you need to decide today.
- CustomerOkay. Thank you.
- AI agentMs. MacIsaac will want to talk with you herself. She's just finishing a meeting. Would it be all right if she calls you at 2?
- CustomerYes, that's fine. I'm at home.
- AI agentI'll make sure she has everything. Take care of yourself today, and she'll call at 2.
After the call: Ms. MacIsaac gets a text before her meeting ends, calls Mrs. Dube at 2, and the household record is marked so the team handles every call with care.
What your team gets
- Bereavement and life-change calls reaching the advisor the same day
- Who's calling and their relationship, noted
- Household records flagged so the whole team takes care
- No account details shared with anyone not on the household
- Callbacks set when the advisor is with a client
Questions
Will she talk about what happens to the accounts?
No. She takes the call with care and gets the advisor, who walks the family through it.
What about an adult child calling for a parent?
She notes the call kindly and gets the advisor. She shares nothing about the accounts with someone not listed on the household.
Does she handle good news too?
Yes. An inheritance, a business sale or a new job gets the same fast path to the advisor.
Hear it on your phone
Request a demo call and the agent phones you, set up for financial planners like yours.