Our AI receptionists provide comprehensive support tailored specifically for financial advisory firms.

Lead intake and scheduling
Answer every call, intake key prospect information immediately, qualify leads based on custom logic you define, and book them directly onto the appropriate advisor's calendar.

Detailed information
Able to answer questions about your services, your team, your firm's location, and more.

Advanced call routing
Route calls based on custom logic tailored specifically to your needs. For example, current clients can be instantly transferred to a client service manager or their advisor.

Calendar integration
Book introductory meetings instantly onto the correct advisor's calendar using custom logic tailored to your firm.

Direct CRM sync
Push call notes and lead details automatically into Wealthbox, Redtail, Slack, and other tools.

Compliance ready
All conversations follow strict SEC and FINRA guardrails with optional call recording and archiving available for proper retention.