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.
The agent's workflow
- 1
Answers prospect and client calls 24/7
- 2
Qualifies by investable assets and planning needs
- 3
Books discovery and annual review meetings
- 4
Surveys life-change events (retirement, inheritance, sale)
- 5
Outbound review-scheduling campaigns
- 6
Syncs to Redtail, Wealthbox, Salesforce Financial Services
- 7
Compliance-aware scripting — no advice, only scheduling
Common problems we hear from financial advisory firms
- •Advisors split between prospecting and servicing
- •Annual reviews lapse for half the book
- •Prospect speed-to-call decides who closes
- •Compliance limits what staff can say on the phone
- •Life events trigger needs that go uncaught
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