Why Financial Advisers & IFAs Choose Norango A.I.

For financial advisers, a missed call from a prospective client is a missed AUM opportunity worth thousands of pounds in annual fees. Yet most advisory practices rely on a single receptionist or PA to manage the phones — meaning calls go unanswered during client meetings, compliance reviews, and busy periods. Prospective clients searching for a financial adviser will simply call the next firm on their list.

Norango's AI receptionist, Jessica, answers every call in under 2 seconds with the professional, reassuring tone that financial clients expect. She handles new client enquiries, routes existing clients to their adviser, books initial consultations, and takes messages for fee earners. All call activity is logged in your CRM automatically — giving your practice a complete record of every client interaction and ensuring no opportunity is ever lost.