What is CallPilot AI for Financial Services?
CallPilot AI answers incoming calls automatically, qualifies client enquiries, and can book appointments directly into existing calendars. The system is nDSG-compliant and speaks fluent German, French and Italian.
"CallPilot AI handles our routine client calls. Our advisors can focus on complex financial planning instead of administrative calls."
No number change. No technician. Onboarding in 1–2 working days.
Forward your existing number to CallPilot AI — no number change, no IT department needed. Setup in under 10 minutes.
CallPilot AI answers in your company's name, qualifies the call and speaks fluent German, Swiss German, French and Italian.
All relevant details are captured nDSG-compliant and forwarded in a structured way to your team.
You receive a summary via app or email. Appointments are booked directly into your calendar.
How long does onboarding take? The technical setup takes under 10 minutes. CallPilot AI is typically fully operational within 1–2 working days.
Consultation appointments are booked directly into the advisor's calendar — including confirmation to the client.
Questions about financial products, rates, services — CallPilot AI answers standard questions automatically.
Missed calls are logged and prioritised for callback by the responsible advisor.
Document requests (statements, contracts) are captured and forwarded to your team.
German, French, Italian — for all regions of Switzerland.
All client data is processed in compliance with nDSG.
At the start of every call, the following is automatically played: "This call is processed by an automated system and may be transcribed." All data is stored in Switzerland or the EU.
Free demo — onboarding in 1–2 business days, no number change required. From CHF 149/month.