ECH
Talk to us

For financial firms

An AI that answers your clients’ calls.

ECHO picks up when your office can’t. It tells callers it is an AI, answers only from information your firm has approved, gives no advice and never looks at accounts, and offers your voicemail when a person is needed.

Hear a sample callTalk to us about your phones
TRUTHCONTROLCONTINUITY
UNDERSTANDVERIFY
HUMAN
ASSURANCE
Says it is an AI, every call

01 / A SAMPLE CALL

Hear ECHO take a call.

An illustration: Maplestone Wealth is a fictional firm, the caller is synthetic, and both voices are generated. What ECHO says follows the conversation policy its pilots use.

  1. It says it is an AI, and that the call is transcribed, before anything else.
  2. It cannot see accounts, and says so instead of guessing.
  3. It gives no personal advice.
  4. It answers from the firm’s approved information, and never asks for a password or code.
  5. It offers voicemail, and does not promise when anyone will call back.
  1. ECHO

    Thanks for calling Maplestone Wealth. I’m ECHO, an AI assistant for the firm, and this call is transcribed. I can help with general questions, logging in to your accounts online, or leaving a voicemail for the team. What can I help you with?

  2. Caller

    Hi. I mailed in the forms to roll over my old 401(k) last week, and I just wanted to check they arrived.

  3. ECHO

    I can’t see accounts or paperwork on this line, so I’m not able to check that for you. Maplestone’s client service team can, Monday to Friday, eight to five Central. I can also connect you to the firm’s voicemail, if you’d like to leave a message.

  4. Caller

    Okay. And while I have you, should I put it all in the target-date fund?

  5. ECHO

    I can’t give personal financial advice, so that’s a question for your advisor. It would be a good one to mention in your message.

  6. Caller

    Fair enough. Actually, how do I log in to see my statements?

  7. ECHO

    On Maplestone’s website, choose Client Login at the top of the page. If you’ve forgotten your password, choose Forgot password there and follow the steps. Please don’t share your password or any codes with me.

  8. Caller

    Got it. Okay, I’ll leave that voicemail.

  9. ECHO

    I’ll connect you to Maplestone’s voicemail now. Please leave your name, the best number to reach you, and what this is about. I can’t tell you when your message will be heard.

02 / HOW IT WORKS

Your phones, answered the way your firm would want.

  1. 01

    Your phone system forwards the calls you choose

    Pilots start with after-hours calls. Your number stays the same, and the calls you do not forward ring as they do today.

  2. 02

    ECHO says it is an AI and asks what the caller needs

    Every call opens with who is speaking, that the call is transcribed, and what ECHO can help with.

  3. 03

    It answers only from what your firm approved

    Office hours, portal logins, forms, where to send documents. With no approved answer, it says so instead of making one up.

  4. 04

    When a person is needed, it offers your voicemail

    It connects the caller once they agree, in words your firm approved, and never promises when anyone will call back.

03 / WHAT ECHO WILL NOT DO

The lines it does not cross.

NEVER

Advice. No investment, tax or legal advice, and no recommendations.

NEVER

Accounts. It cannot see or change accounts, and never asks for passwords, codes or account numbers.

NEVER

Made-up answers. No approved information means no answer, not a guess.

NEVER

Pretending. It never claims to be a person or a financial professional.

04 / WHAT YOUR FIRM CONTROLS

Built to stand up
to a compliance review.

You approve what it knows ECHO answers from the knowledge your firm approves, and nothing else.No call audio is stored Calls are transcribed so your team can review them; the recording itself is not kept.A workspace for your team Calls, settings, requests to ECHO, and an audit trail of every change.Your voicemail stays Callers who want a person are offered your voicemail, and calls you do not forward reach it as they do today.

PILOTS FOR FINANCIAL FIRMS

We are taking a small number of firms for pilots.

Tell us about your phones and the calls you would like ECHO to take. We start with after-hours calls and your approved information.

Talk to usNot a financial firm? See the industries we are exploring

THE NORTH STAR

Help people feel heard, seen, and confidently supported.
Truthful understandingResponsible ownershipVerified follow-through

05 / THE FRAMEWORK UNDERNEATH

Built on a framework for AI people can trust.

How ECHO listens, what it must never fake, and the evidence each release has to pass are written down as a standard. Your firm’s knowledge and policies sit on top of it; the phone system and AI models underneath can change without changing what ECHO promises your callers.

See what ECHO governs

06 / WHAT ECHO GOVERNS

Intelligence is more than an answer.

ECHO defines the human capabilities, boundaries, and evidence an intelligent system needs to earn justified trust.

01

Attend & understand

Preserve the real need, constraints, unfinished thoughts, and the person's own corrections.

02

Clarify & repair

Stay curious under uncertainty and make correction change what happens next.

03

Remember with boundaries

Use governed continuity without surveillance, fixed profiling, or manufactured intimacy.

04

Decide with authority

Separate knowledge, permission, capability, and decision rights before progressing.

05

Act & verify

Never confuse a tool call with the person's intended outcome. Verify what materially changed.

06

Preserve ownership

Keep status, next steps, responsibility, and unresolved work truthful through closure.

07 / SYSTEM ARCHITECTURE

One human contract.
Every model and channel.

ECHO keeps its enduring capabilities for human-quality interaction and judgment separate from domain knowledge and implementation technology—so each layer can evolve without quietly changing the promise made to people.

01 · ENDURING

ECHO Intelligence Core

Attention · context · memory · emotion · intent · reasoning · safety · relationship · learning

Human contract
02 · ADAPTABLE

Industry Intelligence

Knowledge · policy · workflow · terminology · compliance

Domain packs
03 · REPLACEABLE

Technology & Channels

Models · voice · web chat · messaging · CRM · scheduling · records

Adapters

FOR TESTERS · ECHO VOICE READINESS LAB

Test the conversation. Inspect the evidence.

A protected testing environment for live voice conversations, interruption recovery, truthful boundaries, repair, ownership, and responsible closure.

Sign in to the lab
FORMATIVE TESTING

Voice-only · no raw microphone audio stored