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Financial Advisory Firms

AI Voice Agents for Financial Advisory Firms

Spend more time advising, less time scheduling. Your AI agent qualifies prospects, books annual reviews, and keeps clients engaged between meetings.

Build My Advisory AgentSee Pricing

The agent's workflow

  1. 1

    Answers prospect and client calls 24/7

  2. 2

    Qualifies by investable assets and planning needs

  3. 3

    Books discovery and annual review meetings

  4. 4

    Surveys life-change events (retirement, inheritance, sale)

  5. 5

    Outbound review-scheduling campaigns

  6. 6

    Syncs to Redtail, Wealthbox, Salesforce Financial Services

  7. 7

    Compliance-aware scripting — no advice, only scheduling

Common problems we hear from financial advisory firms

Sample call script

AgentThanks for calling [Firm] — this is Reese. Are you a current client or exploring working with us?
CallerExploring. I just sold my business.
AgentCongratulations. To make sure you meet the right planner, may I ask the approximate proceeds — under or over a million?
CallerOver.
AgentPerfect. I'll book you with our senior planner — Wednesday at 10 or Thursday at 2.

What's included

CRM integration & data sync
Missed call recovery in <60s
Outbound follow-up cadences
Calendar booking + SMS confirmations
Compliance-aligned scripts & disclosures
Weekly ROI & call quality reporting

Ready to hear what your AI voice agent could sound like?

Build My Advisory AgentSee Pricing