Live Demo — Oakmont Management Group

Oakmont Management?
Your AI Receptionist
Is Ready.

A high-net-worth client calls after hours about an estate plan, a tax deadline, or a time-sensitive M&A question. No answer. They call another firm. That relationship — and every referral it carries — is gone permanently.

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✦Confidential — data never stored
✦Configured for investment, tax & estate
✦Live in 48 hours
The Cost of Silence

Every unanswered call
is a client your firm didn't keep.

High-net-worth clients act on availability. The advisory firm that answers first — and answers with competence — earns the engagement. The firm that goes to voicemail loses the client, the AUM, and every referral in their network. Permanently.

$25,000+
Average AUM per missed high-net-worth inquiry
Investment management, estate planning, and M&A advisory engagements routinely represent $250K–$2M+ in managed assets. A single unanswered call is not a scheduling miss — it is a six-figure revenue loss with permanent referral consequences.
68%
Of HNW clients choose the first advisor who responds
Affluent clients do not comparison-shop extensively. They call, they expect availability, they decide. The firm that answers with authority and warmth wins the relationship — and the family's next generation.
After
Hours
Is when financial urgencies actually happen
Tax deadlines, estate emergencies, M&A timing, market volatility events — these don't wait for 9 AM Monday. Oakmont's AI is present, composed, and available at 2 AM. Your voicemail is not.
Live Demonstration

Speak with the AI Receptionist.

Live Demo

Experience the intake process your Oakmont clients will encounter

Ask about investment management, estate planning, or scheduling a consultation. This is what every Oakmont caller will experience — authoritative, warm, precise.

Why Firms Are Adopting AI Intake

The evidence is clear.

24/7
Client availability — evenings, weekends, tax season, and market events
3s
Response time. No hold. No voicemail. No lost client.
+44%
More qualified consultations scheduled per month
$0
Per-call. Flat monthly. Unlimited capacity.
✦   Schedule a Demonstration

See It Configured For
Oakmont Management.

A 15-minute demonstration. We configure the intake flow for Oakmont's services, your clients, and your availability — live during the call. No obligation.

Schedule a Live Demo
No setup fees  ·  No contracts  ·  Cancel anytime