Fill your calendar with advisory appointments without spending your day on the phone.

Your advisors make dozens of calls for just a few conversations. Skipcall dials 4 numbers in parallel, filters voicemails, and records every exchange for your compliance requirements.

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Countries included in the base plan · +160 countries on request

Hundreds of companies use to make every call pay off

The problem

Why your advisors struggle to fill their calendars

The phone remains the most effective channel for booking advisory appointments. But traditional tools are no longer fit for purpose.

// 8 out of 10 calls go unanswered

Your clients and prospects are no longer picking up

Individuals screen unknown numbers. When dialling manually, barely 2 calls out of 100 placed by an advisor turn into a real conversation: the rest hit voicemail or are ignored. Time spent dialling numbers into the void is time taken away from face-to-face appointments.

// regulatory requirement

No traceability on your phone conversations

As an IFA, broker, or financial advisor, you have a duty of care and a traceability obligation. Yet most calls are neither recorded nor documented. In the event of a client complaint or regulatory audit, you have no proof of what was said.

// under-utilised book of business

Portfolio follow-ups are pushed back indefinitely

Reallocation campaigns, renewals on maturing contracts, inactive client follow-ups, everyone knows it needs doing, no one has the time. Without a structured cadence, your advisors follow up when they remember, and the portfolio goes quiet.

The solution

How Skipcall helps IFAs and brokers book more appointments

An AI dialer that eliminates wasted time on the phone, records every exchange, and structures your follow-ups, so your advisors spend more time in meetings and less time on voicemails.

Performance

AI Parallel Dialer, 4 numbers dialled, only live answers get through

The algorithm dials 4 numbers in parallel and connects your advisor to the first contact who picks up. The other 3 lines are dropped instantly. The AI filters voicemails, disconnected numbers, and switchboards with 95% accuracy. Whether prospecting new clients or following up your book of business, your advisors only speak to people who are actually on the line. The human always leads the conversation, the AI simply removes the waiting.

8%

Pick-up rate (vs 2%)

95%

AI filtering accuracy

Parallel Dialer

+33 6 •• •• 42 18
Connected
+33 7 •• •• 91 03
Dropped
+33 6 •• •• 55 67
Voicemail
+33 7 •• •• 28 44
Dropped
Compliance

Every call recorded and transcribed, full traceability for your duty of care

All calls are automatically recorded and transcribed by AI. Risk profile discussed, recommendation made, client objection raised, everything is retrievable in the transcript. In the event of a client complaint or regulatory audit, you have a timestamped record of what was said. It is also a management tool for practice principals: listening back to junior advisors' calls allows you to coach them faster and ensure consistent advice quality.

100%

Calls recorded and timestamped

0

Exchanges without a trace

Call record

L

Ms Laurent

Portfolio client

8 min 45

Transcript

"Contract maturing March 2027, wants to review unit-linked allocation, appointment booked Thursday 2pm..."

✓ Appointment confirmed ✓ Unit-linked reallocation Balanced profile
Structured follow-ups

Structure your portfolio follow-up campaigns, calls and SMS

Plan your client follow-up cadences: first call via the parallel dialer, then an SMS if the client did not pick up, then a scheduled callback. Annual review campaign, renewals on maturing contracts, rebalancing follow-ups, each advisor knows exactly who to call, when, and why. SMS acts as a complement between calls, a short message such as "Hi [first name], I tried to reach you to review your contract". Your advisor always manages the relationship; the tool structures the rhythm.

+47%

Client response rate

x3

Advisory appointments per week

Portfolio follow-up campaign

Call #1

Parallel dialer, 4 lines

Wait 4h

If no answer

Follow-up SMS

"Hi {first name}, I tried to reach you regarding your contract..."

Call #2, Day 3

Scheduled callback

Comparison

Prospecting and portfolio follow-ups: before vs after Skipcall

Your advisors' day-to-day, transformed.

✕ Without Skipcall

  • ✕ 8–12 clients or prospects reached per day per advisor
  • ✕ 80% of calls hit voicemail
  • ✕ 2h/day lost to unproductive calls
  • ✕ No call recording, compliance risk
  • ✕ Portfolio follow-ups postponed, contracts not renewed
  • ✕ Practice principal has no visibility over phone activity

✓ With Skipcall

  • ✓ 35+ clients or prospects reached per day with the parallel dialer
  • ✓ AI filters voicemails, only live answers get through
  • ✓ 0 minutes wasted, your advisors only speak to real people
  • ✓ Every call recorded, transcribed, and timestamped
  • ✓ Structured follow-up cadences (calls + SMS)
  • ✓ Real-time dashboard for the practice principal
Testimonial

Finance professionals filling their calendars with Skipcall

"It's the solution that was easiest to roll out across the team. Skipcall makes the job much easier in a field where the phone is still the primary tool for booking appointments."

M

Malik Verdière

CEO & Founder, SeeU

+55%

Response rate

68K€

Revenue generated

+50

Advisory appointments booked

Integrations

Connect Skipcall to your business tools

Native two-way sync. Every call, every note, every client qualification is pushed into your CRM.

HubSpot

Native two-way sync

Pipedrive

Native two-way sync

Salesforce

Native integration

Open REST API

Connect Skipcall to your business tool (O2S, Harvest, Adaliance...)

From $70/month per advisor licence

From $70 per month · Recording, transcription, and compliance included from the first plan

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A calendar full of meetings starts with a call.

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FAQ

Frequently asked questions, Dialer for IFAs, brokers, and financial advisors

Yes. The use case is the same as for sales teams: calling a high volume of contacts, filtering out voicemails, and maximising time spent in real conversations. IFAs, insurance brokers, and wealth managers who use Skipcall apply it both for new client prospecting and for following up their existing book of business.
Skipcall automatically records and timestamps every call. This traceability helps document your duty of care. Transcripts let you retrieve exactly what was said to a client, risk profile discussed, recommendation made, decision taken. Check with your compliance team for the specific obligations that apply to your regulatory status (IFA, CIF, broker).
No. Skipcall is a tool for advisors, not a voicebot. The AI dials numbers in parallel, filters voicemails, and drops unanswered lines. It is always your advisor who leads the conversation. In financial advisory, the human relationship is the foundation of trust, Skipcall strengthens it by eliminating wasted time, not by replacing the advisor.
It is actually one of the most common use cases. You import your list of clients to follow up (maturities, annual reviews, reallocations), set up a follow-up cadence with calls and SMS, and each advisor sees their call-back list for the day. Portfolio follow-up campaigns that used to take weeks of manual calling are done in a matter of days.
A power dialer dials numbers one at a time. Skipcall's parallel dialer dials up to 4 numbers simultaneously and connects your advisor to the first contact who picks up. The AI filters voicemails with 95% accuracy. Result: a pick-up rate that goes from 2% to around 8%, three to four times more people reached per day.
You set up a cadence combining calls and SMS between attempts. The SMS is a short, individual message sent by the advisor, for example: Hi [first name], I tried to reach you to review your contract. This is not automated marketing SMS. It is a human touchpoint between calls.
Skipcall offers native integration with HubSpot, Pipedrive, Salesforce and Attio. For specialist financial advisory tools (O2S, Harvest, Adaliance, Big Expert, etc.), our open REST API allows you to connect any software. Every call is logged automatically.
Yes. The Starter plan, from $70/month, is designed for independents: 400 AI conversations, 1 dedicated number, 200 SMS, built-in pre-CRM, recording and transcription included. A sole IFA can quadruple the number of clients and prospects contacted each day. It is often the starting point before rolling Skipcall out to the whole advisory team.

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