Compliance-safe client answering
AI reception tailored for financial advisors. We answer client calls, screen prospects, book reviews, and log to Redtail or Wealthbox - using compliant language and secure workflows.
Common Challenges
Phones ring during review meetings and land in voicemail.
Market swings trigger after-hours calls that no one can triage.
Staff get bogged down answering fee and rollover basics.
Compliance requires identity checks and careful wording.
What AI Receptionist Does for You
Compliance-safe
Responses follow firm disclaimers, avoid advice, and verify identity before sensitive topics.
Qualified routing
Urgent trade or distribution requests are escalated immediately while general FAQs are resolved on the spot.
Seamless scheduling
We book discovery calls and reviews across advisor calendars with confirmed details and reminders.
CRM integration
Every interaction is captured in Redtail, Wealthbox, or Salesforce with organized notes and tasks.
Questions AI Handles
Full Capabilities
"Our phones used to derail review days. Now calls are answered, prospects are screened, and my team stays focused on planning instead of chasing messages."
Every Call Answered, Any Hour
Nights, weekends and holidays included. Try the demo free - no card, no setup.