Fill your calendar with advisory appointments without spending your day on the phone.
New client prospecting, portfolio follow-ups, reallocation campaigns, 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.
5-min setup
Finance and insurance professionals using Skipcall
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.
Your clients and prospects are no longer picking up
Individuals screen unknown numbers. Out of 10 calls placed manually by an advisor, 8 hit voicemail or are ignored. Time spent dialling numbers into the void is time taken away from face-to-face appointments.
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.
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.
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.
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
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
Ms Laurent
Portfolio client
Transcript
"Contract maturing March 2027, wants to review unit-linked allocation, appointment booked Thursday 2pm..."
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
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
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."
Malik Verdière
CEO & Founder, SeeU
+55%
Response rate
68K€
Revenue generated
+50
Advisory appointments booked
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 €75/month per advisor licence
Up to 25% discount on annual commitment · Recording, transcription, and compliance included from the first plan
Frequently asked questions, Dialer for IFAs, brokers, and financial advisors
Ready to fill your calendar with advisory appointments?
Join the IFAs, brokers, and financial advisors who book more appointments every week with Skipcall.
Personalised demonstration