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Professional Services
Financial Services
Professional. Secure. Always Compliant.
AI receptionist for financial advisors, CPAs, and wealth management firms. Handle client inquiries, schedule consultations, and maintain regulatory compliance.
100%
Regulatory compliance
$92K
Saved on admin staff
2.3x
More client consultations
15 min
Per client saved
Trusted By
0+Financial Services
4.9/5
200+ reviews
24/7 Availability
Always On, Never Miss a Call
SEC Compliant
Securities & Exchange Commission
compliance
FINRA Approved
Financial Industry Regulatory Authority
compliance
SOC-II Type 2
Annual security validation
compliance
Bank-Level Security
AES-256 encryption
certification
300+ Advisors
Wealth Management
clients
Redtail Partner
Certified CRM
award
Call Recording
Audit trail compliant
certification
99.9% Uptime
Market Hours Guaranteed
award
Enterprise-Grade Security & Compliance
Your data is protected with bank-level encryption, regular security audits, and full compliance with industry regulations.
Challenges Facing Financial Services
We understand the unique pain points of your industry.
Client calls during market hours interrupt portfolio management and cost billable time.
Tax season overwhelms front desk with appointment requests and basic questions.
High-net-worth clients expect immediate white-glove service, not voicemail.
Compliance requires call recording, retention, and audit trails (FINRA, SEC).
New client intake requires extensive information gathering before first meeting.
How We Solve It
Industry-specific AI solutions that understand your business inside and out.
Client Intake & Qualification
AI gathers financial goals, assets under management, and investment timeline before scheduling advisor consultation.
Appointment Management
Clients book reviews, tax planning, and strategy sessions based on advisor calendar availability. Automatic reminders reduce no-shows.
Compliance Recording
All calls automatically recorded, encrypted, and stored for regulatory compliance. Searchable transcripts for audits.
After-Hours Service
VIP clients get 24/7 access to schedule urgent calls during market volatility. AI alerts advisor for immediate callback.
Industry-Specific Features
Everything you need to automate customer interactions in financial services.
SEC/FINRA compliant call recording
Integration with Redtail, Wealthbox, Salesforce Financial Services
Client risk assessment questionnaire
Account value verification (no specific amounts)
Document collection (tax forms, statements)
Referral partner coordination
Seminar registration
Billing and payment questions
"During tax season, we went from chaos to calm. The AI schedules appointments, gathers documents, and ensures every call is compliant. Our CPAs can finally focus on clients, not phones."
Rebecca Torres
Torres Wealth Management
Ready to Transform Your Financial Services Business?
Join hundreds of professional services businesses that never miss a call.