Financial Services · Advisory

Fee Disclosure & Billing Question Handling

Answer straightforward fee/billing questions accurately, without discussing investment performance or advice.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Answers questions about how fees are calculated and billed, referencing the client's specific fee schedule via the billing system, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).
  2. Explains a specific billing statement line-by-line if asked, grounded in actual transaction data.
  3. Escalates any dispute about fee amount or a request to negotiate to the adviser/firm management.
  4. Never discusses whether fees are "worth it" relative to performance — that's an adviser conversation.

Data sources

Client fee schedule/agreement Billing system transaction data

What it targets

  • Fee/billing questions resolved without escalation Target 75%