Virtual Receptionist for Financial Advisors
AI receptionist that answers every client call 24/7, records and transcribes each conversation, and flags urgent callbacks so no prospect slips away.
Hear it for yourself — try a live demo call
Sample Business
DEMONorthstar Wealth Advisors
Chicago, IL
Example business info the receptionist is trained on
- Comprehensive Financial Planning$2,500-$5,000
- Retirement Planning$1,500-$3,000
- Investment Management0.75-1.25% AUM annually
- 401(k) & IRA RolloverFree Consultation
- Mon-Fri: 8:30 AM - 5:30 PM
- Sat: By Appointment
- Sun: Closed
Sample Questions It Can Answer
- "What is a fiduciary and why does it matter?"
- "How much money do I need to work with you?"
- "How do you get paid?"
Available Around the Clock
Every Call Answered
Instant Call Summaries
Warm and Professional
Set Up Your Virtual Receptionist in Minutes
Built for business owners, not engineers. No tech skills needed.
Paste Your Website
We read your site and learn your services, hours, and FAQs. That's it.
Review Business Information
See what we found. Change anything you want before going live.
Get a Phone Number
We give you a free local number. Or forward your existing one to us.
We Start Answering
Calls get answered. You get a summary after each one.
Turn Missed Calls Into Customers
Call Recording, Transcription, and AI Summaries
Every call is recorded and transcribed. AI pulls out the caller's name, phone, email, and reason for calling automatically.
Automatic Action Items and Urgency Flags
After each call, the AI creates action items like callbacks, appointments, or follow-ups. Urgent requests get flagged at the top.
Built-In Contact Database
Every caller is saved with their full call history. You see past conversations, contact details, and open tasks in one place.
How It Helps Your Business
Real scenarios where our AI receptionist saves you time and money
New Prospect Calls
AI answers, asks about their financial goals and timeline, and delivers a full summary with contact info to your dashboard and email.
Existing Client Check-Ins
Clients calling about reviews, life changes, or account questions get a professional response. Their message is captured with full context for your follow-up.
Referrals from Clients
When a referral calls, the AI logs who sent them, records the full conversation, and creates a high-priority task so you respond quickly.
After-Hours and Weekend Calls
Handles unlimited simultaneous calls nights and weekends. Callers reach a professional voice instead of voicemail, and you get email alerts instantly.
What's One More Job Worth to You?
One answered call can cover a whole year. Starting at $49/month, free for 7 days.
Not happy? Cancel anytime. No questions asked.
Frequently Asked Questions
Common questions about answering services for Financial Advisors
Free Tools for Financial Advisors
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