Never lose a client to a missed call.
Get an AI Financial Secretary.

Handle calls from clients & prospects: securely, with trust & professionalism. 24/7 availability, zero missed opportunities.

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Financial Services Professionals.

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When you're a gastroenterologist performing endoscopic procedures, you can't check your phone. Before YouSquared, I'd finish a case and have multiple missed calls, some with no caller ID — no way to know what required immediate attention. Now, my AI secretary Sarah gives me context on who called and why. When I miss an important call, I know exactly what happened and can respond appropriately. My colleagues at McGill have been impressed by how interactive it is compared to voicemail. For physicians who spend hours in procedures, that intelligence makes a real difference.

I miss calls when I'm in back-to-back procedures. YouSquared lets me know the urgent ones to return first.

Dr. Talat Bessisow

Associate Professor of Medicine, Division of Gastroenterology, McGill University Health Centre

As the owner of a dental practice rated 4.9 on Google and 4.8 on ZocDoc, we care deeply about patient experience. But since we’re only open weekdays from 8:30 am to 4 pm, we kept missing calls from patients outside those hours.

That changed when I started using YouSquared. I first tested it on my personal phone to get comfortable. Then I routed our clinic desk phones to Sarah — my YouSquared AI—instead of voicemail. Setup through our desk phone system took just a few minutes. Within hours, Sarah was answering new patient inquiries and handling referrals we would have otherwise missed.

We now offer our patients 24/7 phone support—without adding work for our team.

Dr. Michael Thomas, Jr., DMD, FAGD

Owner, Marietta Smile Gallery Dental Clinic.

https://pub-e6eac43d05494326b46993a105b142b6.r2.dev/Kye-Williams-video-testimonial.mp4

As a Travel Clinical Director across 400+ clinic locations, I'm constantly moving between sites and can't always pick up every call. YouSquared gives me instant context on who's calling and why, so I can quickly decide what needs my immediate attention.
Just a few weeks ago, there was an emergency at one of our clinics. Thanks to Sarah I immediately knew it was urgent and YouSquared prioritize it right away instead of sifting through voicemails or playing phone tag. For anyone managing a mobile workload in healthcare, it's been invaluable.

My YouSquared AI Secretary Sarah helpsme focus on what matters most.

Kye Williams

Travel Clinical Director.

https://pub-e6eac43d05494326b46993a105b142b6.r2.dev/Health-Video-Testimonial-Sam-Lo-_Clinic-Owner_.mp4

I’m a solo practitioner running the Toronto Acupuncture Clinic from my home-based practice. As both a clinic owner and a medical educator teaching neuro-integrative acupuncture - www.idissect.ca, I spend nearly all my time either with patients or in the classroom.Before YouSquared, I was losing several leads a day. When new patients called, they expected to speak with a receptionist—it’s almost an expectation when contacting a clinic. But since I was in treatment sessions, most calls went to voicemail, and people were often hesitant to leave a message. By the time I called back, they’d already booked elsewhere.I explored other options, but YouSquared stood out because I could actually teach my AI —Amanda — to communicate the way I do. Programming her was surprisingly simple: all I had to do was talk to her and describe my work. The system handled the rest — polishing my words and shaping them into clear, professional, and empathetic responses.Now, Amanda fills that front-desk gap — handling inquiries intelligently while I’m in 75-minute sessions — so patients get immediate, thoughtful responses. I’m connecting with more people who genuinely need care, without the chaos of missed calls and phone tag.

YouSquared ensures I never miss a patient who needs care—even when I'm with another patient!

Samuel Lo

Clinic Owner, Toronto Acupuncture Clinic

When I first set up YouSquared, I took a conservative approach — I wanted my AI secretary Sarah, just to tell callers to email instead of calling as the best way to reach me. As a clinic owner, I am protective of how mental health conversations should happen. And I wasn’t sure about how some callers would react to speaking with an AI.I was fortunately pleasantly surprised. While some people are initially caught off guard, Sarah actually gets many of them to engage meaningfully so that they can explain what their needs are.
This allows me to determine who's a likely fit for my practice, and the potential client is able to learn information about my practice while I’m in sessions with another patient. As a result, I'm no longer missing new patients who want to work with me.
For mental health professionals, that initial moment of reaching out is critical. YouSquared ensures I can be there for it even when I’m not."

YouSquared helps me reach patients who might have otherwise been overlooked.

Benjamin Wolf

Mental Health Clinic Owner, Hope
and Healing For Life

Use Cases & Features.

One AI Secretary. 24/7 Client Access. Advisor Ease.

Call Screening

FAQ

Lead Qualification

Scheduling

Status Inquiry

Emergency Dispatch

Problem

Stop the interruption tax. Let AI filter what matters.

Solution

Call Screening.

Every unscreened call pulls youout of client meetings, portfolio reviews, or deep planning work. YouSquaredanswers every inbound call instantly, identifies the caller's purpose andurgency, and routes accordingly. High-priority calls get flagged immediately. Spam is filtered out.

Features

Always-On Answering

Live Call Triage

Urgent escalation alerts

Try for free on iOS & onboard

Problem

Answer the questions you hear 50 times a week - automatically.

Solution

FAQ Handling

Repetitive questions about fees, services, and account types consume hours of staff time every week. YouSquared handles routine informational calls with compliant, pre-approved responses. Complex or advice-seeking questions are escalated to you with full context.

Features

Customizable FAQ Library

Compliance-Safe Scripted Responses

Services & Fee Explanation

Try for free on iOS & onboard

Problem

Qualify every lead in seconds - not days.

Solution

Lead Qualification

Responding within 1 minute boosts conversions by 391%, yet the industry average response time is 4 to 12 hours. YouSquared engages every inbound prospect immediately, qualifying them on investable assets, service needs, and timeline. Qualified leads get routed straight to your calendar.

Features

Project Scope Intake

Budget Pre-Screening

Decision-Maker Verification

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Problem

From first call to first meeting - without the back-and-forth.

Solution

Scheduling

The scheduling back-and-forth costs you prospects. During peak periods, booking backlogs can stretch to weeks. YouSquared handles the entire lifecycle: checking calendar availability, booking consultations, sending confirmations, and automated reminders. All without human involvement.

Features

Real-Time Calendar Integration

SMS & Email Confirmations

Automated Appointment Booking

Try for free on iOS & onboard

Problem

Market events don't follow business hours. Your coverage shouldn't either.

Solution

After-Hours Support

When markets drop, clients call at 9 PM, on weekends, during holidays. An unanswered call during volatility can trigger churn. YouSquared provides 24/7 coverage, acknowledging concerns empathetically and logging calls with full context. Urgent matters get an immediate alert.

Features

24/7 After-Hours Coverage

Urgency Detection & Escalation Alerts

Client Empathy

Try for free on iOS & onboard

Problem

Handle routine account calls so you can focus on advice.

Solution

Client Management

Status checks and coordination calls consume the same resources as high-value advisory conversations. YouSquared gathers the client's inquiry and responds with pre-authorized information or routes to the right team member. Requests outside scope are queued for callback.

Features

Existing Client Call Handling

Status Inquiry

Document & Paperwork Follow-Up

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Get started for free on iOS

AI for 24/7 Patient Access.

OpenAI models powering YouSquared have been shown to approach & sometimes exceed human physicians on medical question answering.

That is why we believe in combining AI and clinicians to increase patient access to timely affordable care and help save lives.

Unlike other chatbots, YouSquared involves a physician-user-in-the-loop to review every YouSquared conversation before any clinical-related decision is made.