Client risk profiling. Compliance recording. Portfolio review tracking.
Connect your Aircall phone system and let AI analyse every client call — from initial consultation through ongoing reviews. Webhook setup takes under 5 minutes.
Use Cases
Every Aircall client conversation is transcribed and analysed for risk tolerance signals. Coldread extracts investment timeline preferences, loss aversion language, and income stability indicators — building a data-backed risk profile from natural conversation.
Regulatory bodies require advisors to document suitability discussions. Coldread automatically flags Aircall calls where required disclosures were missed, advice was given without proper context, or where complaint language appeared — creating an auditable compliance trail.
Annual and quarterly review calls via Aircall contain critical client updates. Coldread extracts life changes, new financial goals, rebalancing requests, and satisfaction levels — ensuring nothing discussed falls through the cracks between reviews.
New client calls often reveal how they found your practice. Coldread analyses Aircall conversations to detect referral sources — existing clients, accountants, solicitors, or online searches — so you can measure which channels drive the most valuable introductions.
Aircall Integration
Add a single webhook URL to Aircall and every call recording flows to Coldread automatically. No browser extensions, no desktop apps, no IT department needed.
Aircall integrates with major CRMs used by financial advisors. Coldread adds AI analytics on top, so call intelligence flows alongside your existing client management workflows.
Aircall already charges per user. Coldread does not — cover your entire advisory practice for $79/mo instead of paying per advisor.
Every Aircall conversation builds a richer client profile. Risk tolerance, financial goals, life events, and sentiment — all extracted automatically across every call.
How It Works
Add the Coldread webhook URL to your Aircall settings. Every call recording is sent automatically — no manual uploads.
Transcription, risk profiling data, compliance flags, and action items — extracted from every client conversation.
Build comprehensive client profiles with call history, risk indicators, and compliance documentation in one dashboard.
Aircall's desktop and mobile apps let advisors take client calls from anywhere — Coldread captures and analyzes every call regardless of device, so no suitability discussion goes unrecorded.
Aircall syncs with HubSpot, Salesforce, and Pipedrive natively — Coldread adds AI call intelligence on top of those CRM records, attaching risk profiles, compliance flags, and meeting notes to every client interaction.
Aircall supports manual call tags for labeling client conversations — Coldread automates tagging with AI, applying your custom criteria to every call so compliance and advisory categories are consistently applied.
For financial advisors, Aircall's call recording ensures every client conversation is captured — while Coldread monitors MiFID II and FCA compliance automatically, flagging missed disclosures and generating audit-ready documentation.
Pricing
Plans start at $29/mo for solo advisors, $79/mo for practices up to 10, and $199/mo for firms up to 25 advisors. No per-seat fees.
See full pricing detailsColdread connects to Aircall via webhook and automatically transcribes and analyses every client call. It extracts risk tolerance signals, investment preferences, life changes, and compliance-relevant disclosures — building data-backed client profiles from natural conversation.
Plans start at $29/mo for solo advisors, $79/mo for practices up to 10 advisors, or $199/mo for firms up to 25 advisors. No per-seat fees on top of your Aircall subscription.
Yes. Coldread automatically flags calls where required disclosures were missed, advice was given without proper context, or complaint language appeared. It creates an auditable compliance trail from every Aircall conversation.
Coldread also integrates with Ringover, so switching providers is straightforward. Your call history, client profiles, and compliance records remain in Coldread regardless of which VoIP you use.
14-day free trial with 25 calls included. Connects to Aircall in under 5 minutes.