Bland Voice AI Demo: How I Built a Smart Call Assistant in Under 2 Minutes

In this video, I demo a voice AI assistant built using Bland—a tool designed to automate client-facing phone calls using natural, conversational language.

With less than two minutes of setup, I created an AI agent that:
--Confirmed a meeting
--Asked follow-up questions
--Handled unexpected answers
--Captured useful context for the advisor—without sounding robotic

This isn’t a pre-recorded robocall. It’s a real-time, adaptive conversation that feels natural and collects helpful insights before the meeting even happens.

🔍 What You’ll See:

Step-by-step setup of a Bland call agent

A live test call with real dialogue

How the AI handled financial questions and first-time client concerns

Where this kind of automation fits into client communication workflows

💡 Why It Matters:

Scales check-ins, follow-ups, and meeting prep without extra human hours

Adds structure and consistency to client communication

Helps firms prepare better for every client conversation—without losing the human touch

This kind of voice automation won’t replace relationships—but it can absolutely enhance them.

📥 Watch the full demo to see how you might integrate voice AI into your own workflow.

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Matt Reiner is a CFA®, CFP®, fintech entrepreneur, and industry thought leader dedicated to helping financial advisors scale their firms, elevate the client experience, and lead with clarity. As a Partner at Capital Investment Advisors, Matt blends real-world advisory experience with innovative thinking to shape the future of wealth management. He also hosts The Future Proof Advisor podcast, where he explores what’s next for the industry through conversations with top voices in fintech and finance.

🎙 Listen to the podcast: https://www.mattreiner.com/podcast
🔗 Connect with Matt on LinkedIn: linkedin.com/in/mattreineratl