AI receptionist for financial advisors · live 24/7
AI phone system for financial advisors
Capture prospect calls, seminar RSVPs, review requests, rollover questions, beneficiary-update questions, and urgent client callbacks without giving investment advice.
Free to test — no signup or card · 5-minute setup · keep your number
↑ A REAL FINANCIAL ADVISORS INTAKE FLOW
TRAINED FOR FINANCIAL ADVISORS
What the AI handles
on every call.
Advisory firms need polished intake and strict boundaries. Missed prospect calls and client-service calls both cost trust.
Prospect intake
Collect goal, timeline, investable-assets range if volunteered, referral source, and appointment preference.
Rollover or retirement question
Capture question and route to licensed advisor.
Client review request
Collect client, reason, urgency, and preferred meeting windows.
Seminar or webinar RSVP
Capture attendee, guests, topic, and contact details.
Document or beneficiary question
Capture request and route without giving advice.
Market concern callback
Flag worried clients and create priority callback tasks.
Plays nice with: Redtail CRM · Wealthbox · Salesforce Financial Services Cloud · Calendly · HubSpot
THE TWO-MINUTE EXPLAINER
How it works for financial advisors.
Prefer the real thing? Hear it live: (888) 729-0139 — or have it call you.
SOUND FAMILIAR?
The calls you’re
losing right now.
Market-volatility rush
Clients call anxious. The AI acknowledges, avoids advice, and creates prioritized callbacks.
Rollover prospect
A high-value prospect calls once. The AI captures goal and timeline.
Seminar conversion
RSVPs and follow-up calls become organized lead flow.
THE MATH
High-value prospect conversations deserve polished intake.
Rollover, planning, and review requests can be valuable, but the AI should only capture goals and route them to licensed advisors.
From $29/mo with a 7-day free trial. See pricing →
BUILT FOR FINANCIAL ADVISORS COMPLIANCE
NO SIGNUP · NO CARD · ~10 SECONDS
Hear it handle a
financial advisors call.
Enter your number and the AI calls you, answering as a demo financial advisors business. Grill it. Interrupt it. Ask it something weird. That’s the point.
Prefer to dial? (888) 729-0139 — it’s answering right now.
FINANCIAL ADVISORS QUESTIONS
Fair questions, straight answers.
Prospect intake
Goal, timeline, referral, household, investable range if volunteered, meeting preference, and advisor fit.
Client callback
Client name, question, urgency, preferred time, and related account only if volunteered.
Event workflow
Seminar, webinar, dinner, topic, RSVP count, guest names, and follow-up.
Guardrails
No investment advice, no performance claims, no account changes, and no recommendations.
Never-say rules
Do not recommend securities, promise returns, discuss private balances without verification, or make legal/tax advice claims.
Still on the fence? Call (888) 729-0139 and ask the AI itself.
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YOUR NEXT CALL COULD BE THE ONE
Stop paying for missed calls.
Hear it answer a financial advisors call in the next sixty seconds.
7-day free trial · cancel anytime · keep your number · live in 5 minutes