AI tools are evolving too quickly for firms to sit back and wait. This isn’t about experimentation anymore—it’s about staying competitive.
One of the fastest-moving areas is voice.
Clients increasingly expect to interact with websites the same way they interact with people: by talking. In the near future, a website that can’t answer questions verbally will feel outdated, regardless of how good the content is.
Compliance Is Not the Real Bottleneck
A common concern is compliance. In practice, most AI-driven enhancements reuse existing, already-approved website language or summarize publicly available regulatory news. When used for education, not selling, the compliance risk is manageable.
Avoiding the conversation entirely, however, creates a much bigger risk: falling behind.
Voice AI as a Digital Assistant — Not a Replacement
Voice AI should not replace advisors or be used for cold calls. Its value lies elsewhere:
Confirming appointments
Answering basic educational questions
Responding when staff is unavailable
Done transparently, voice assistants save time and free advisors to focus on higher-value work.
A Necessary Line in the Sand
AI is powerful, but it must be used intentionally. It belongs in operational workflows—not personal communication or thought-critical tasks. Used correctly, AI doesn’t make firms weaker; it makes people more effective.
