24/7 Financial Services Receptionist | Every Call Answered

AI Answering Service for Financial Advisors

High-net-worth prospects expect immediate attention. Our virtual receptionist answers 24/7, qualifies leads by assets and goals, and gets every enquiry to your advisors within seconds. Available with accents that match your market—Singaporean, American, British, Australian, and more.

Hear It for Yourself

Free to try — no credit card

Why Financial Advisors Need an AI Answering Service

Wealthy Clients Won’t Wait

Affluent prospects expect white-glove service from the first call. If they reach voicemail, they assume you’re too small or too busy for their business. First impressions matter.

High-Value Leads Call Once

A prospect with $500K to invest isn’t going to leave a voicemail and wait. Our lead qualification service captures and qualifies every inquiry so you never miss a high-value opportunity.

Existing Clients Expect Access

Market volatility doesn’t follow office hours. When clients are worried about their portfolio, they want to talk to someone. Our after-hours answering service can reassure them and capture every request for an urgent callback.

Compliance-Sensitive Communications

Every client interaction matters for compliance. AI captures call details accurately and consistently, creating reliable records of every conversation.

What You Get

Your WhatsApp and Phone Number, Answered

One assistant, on both the lines your customers actually call you on. It holds a real conversation — no menus, no press one for sales — and it answers in whichever language your caller opens in, across dozens of them.

Your WhatsApp

WhatsApp calls land on your personal phone, usually at the worst moment. The assistant answers them on the number you already use, and WhatsApp stays on your phone. You always get first chance to pick up yourself. It keeps working when your phone is off.

Your Phone Line

Take a new number or forward the one you already use. When you can’t pick up, the assistant does — answering the question, taking the caller’s name and what they wanted, and putting it in front of you straight away. No call goes unanswered.

How It Works

Get Your Financial Services AI Live in Minutes

It sets itself up. You handle the portfolios.

1 - Add Your Services

You shape your assistant around your services and qualifying criteria. Wealth management, retirement planning, estate planning—whatever you specialize in.

2 - Qualified & Delivered

No CRM or calendar to connect. Every prospect call — their goals, their assets, and a contact — arrives in your inbox within seconds, and can post to your own systems by webhook. Your advisors set up the consultation.

3 - Start Capturing Every Prospect

Your AI answers every call 24/7. High-value prospects get immediate attention. Every enquiry is captured and in your inbox within seconds.

Pricing

AI Answering Service Pricing for Financial Services

Flat monthly plans that answer every call and capture every prospect enquiry.

WhatsApp Plan

Popular

Your AI assistant answers WhatsApp calls on the number you already use — while WhatsApp stays on your phone. Live within minutes of signing up. Includes 600 minutes a month — around 200 calls.

US$228per month.
No setup fee.

Answers WhatsApp calls 24/7 on the number you already use
Your phone rings first — it steps in only if you don’t
Still answers when your phone is off, flat or out of range
Add it to your website so visitors reach it in one tap
Speaks whichever language your caller opens in
You find out who called and what they wanted
Written up and emailed to you as soon as the call ends
Webhooks — send every call straight into your own systems

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Phone Plan

Everything in the WhatsApp Plan, plus a phone line. AI answers when you can’t, takes a message, and emails you the details. Includes 1,000 minutes a month — around 330 calls.

US$348per month.
No setup fee.

Everything in the WhatsApp Plan, plus:
A dedicated phone number, or forward your existing line
Missed call answering 24/7 on your phone line

WhatsApp answering starts immediately; a new phone number takes a few business days, since telecoms regulators in most countries require paperwork before one can be issued. Forwarding a number you already own is quicker.

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Enterprise

Need more? We can create a custom plan based on your needs.

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FAQ

Frequently Asked Questions

The things people ask before they sign up.

No. On WhatsApp it answers on the number you already use. On a phone line you can either forward the line you have or take a new number from us — whichever suits you. Your number is yours; nobody should have to reprint their signage to try something.

You scan a code once and it connects. WhatsApp stays on your phone exactly as it is, and you always get first chance to pick up yourself. It only steps in when you don’t — including when your phone is off, flat, or out of range.

Dozens — including English, Spanish, Mandarin, Arabic, Malay and Tamil. Each assistant speaks one of them, fluently and with the accent you choose rather than a generic call-centre voice. If you serve more than one language, run a number for each: a Mandarin line that is properly Mandarin from the first word beats one line that guesses.

Minutes, not days. Choose a plan and your assistant is built automatically — we email you a link, you open it on a computer and scan one code to connect WhatsApp, and it starts answering. You can change what it knows and how it sounds yourself, any time, from your account.

A call report in your inbox — the caller’s name and what they wanted. You pick up the thread when you’re free instead of finding out three days later that someone rang.

If a caller asks something the assistant isn’t sure about, it takes a message with the full details so you can follow up — and on a phone line it can put them through to you instead. You stay in control: the assistant handles the routine, you handle the exceptions.

No. There’s no contract and no minimum term — you can cancel any time. If it isn’t earning its keep in your business, you shouldn’t be paying for it.

Answering Your WhatsApp Tonight.

The WhatsApp Plan is live within minutes — scan one code and it starts picking up the calls you miss, on the number you already use. Fourteen days free, no card, cancel any time.

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