AI Voice Assistant for Financial Advisors & Accountants
Never miss a client inquiry. Capture leads 24/7, schedule consultations, and manage communications during tax season with intelligent AI.
Incoming Calls Are Unpredictable
As a financial advisor or accountant, you're juggling client meetings, financial planning, tax preparation, and compliance work. When calls come in, there isn't always someone available to answer—especially during tax season.
Missing calls means missing opportunities. Prospective clients move on to competitors, and existing clients feel neglected. You need a solution that captures every inquiry while you focus on billable work.
- 82% of consumers expect immediate response to sales inquiries
- 50% of lead generation budgets wasted on leads never contacted
- Tax season call volume can increase by 300%
Get Work Done While We Handle the Calls
HuskyVoice.AI acts as your intelligent virtual receptionist, capturing and screening incoming calls, scheduling appointments, and qualifying leads—so you can focus on financial planning and client service.
24/7 Call Answering
Never miss a client inquiry, even during tax season peaks. Our AI answers every call professionally and routes urgent matters appropriately.
Smart Scheduling
Automatically book consultations, tax appointments, and financial planning sessions directly into your calendar with intelligent conflict detection.
Secure & Compliant
Handle sensitive financial information with confidence. Our AI follows compliance protocols and maintains client confidentiality.
Lead Qualification
Intelligently screen prospects based on assets under management, service needs, and urgency—prioritizing high-value opportunities.
CRM Integration
Automatically log call details, client information, and follow-up tasks in Wealthbox, Redtail, Salesforce, or your preferred CRM.
Outbound Follow-Up
Reach out to web leads, follow up on consultations, chase unpaid invoices, and send appointment reminders automatically.
Perfect for Every Financial Professional
Financial Advisors
- Capture and qualify wealth management leads 24/7
- Schedule portfolio reviews and financial planning sessions
- Handle client inquiries during market volatility
- Integrate with Wealthbox, Redtail, and other advisor CRMs
Accountants & CPAs
- Manage tax season overflow without hiring seasonal staff
- Schedule tax preparation and consultation appointments
- Follow up on missing documents and information requests
- Send payment reminders for outstanding invoices
Investment Firms
- Screen high-net-worth prospects based on AUM criteria
- Route calls to appropriate advisors by specialty
- Handle after-hours client concerns during market events
- Maintain professional image with Fortune 500-level service
Bookkeeping Services
- Capture small business leads looking for bookkeeping help
- Schedule onboarding calls and monthly review meetings
- Follow up on missing receipts and documentation
- Integrate with QuickBooks and Xero for seamless workflows
Real Results for Financial Professionals
| Metric | Before HuskyVoice.AI | After HuskyVoice.AI | Improvement |
|---|---|---|---|
| Lead Response Time | 4-24 hours | Under 30 seconds | 98% faster |
| Consultation Bookings | 12 per month | 32 per month | +167% |
| Missed Calls | 35% of calls | 0% of calls | 100% reduction |
| Tax Season Capacity | Limited by staff | Unlimited scaling | No bottlenecks |
| Client Satisfaction | 3.8/5 stars | 4.7/5 stars | +24% |
| Administrative Time | 15 hours/week | 3 hours/week | 80% reduction |
How It Works
Call Received
Client or prospect calls your business number at any time, day or night.
AI Answers
HuskyVoice.AI greets the caller professionally and gathers information about their needs.
Smart Action
Books appointments, qualifies leads, or routes urgent matters based on your protocols.
CRM Updated
All details automatically logged in your CRM with follow-up tasks created.
Simple, Transparent Pricing
Pay only for what you use. No hidden fees, no long-term contracts.
Starter
- Up to 100 calls/month
- 24/7 call answering
- Appointment scheduling
- Basic CRM integration
Professional
- Up to 300 calls/month
- Everything in Starter
- Lead qualification
- Outbound follow-ups
- Advanced CRM integration
Enterprise
- Unlimited calls
- Everything in Professional
- Multi-advisor routing
- Custom compliance protocols
- Dedicated support
Frequently Asked Questions
Is HuskyVoice.AI compliant with financial regulations?
Yes, HuskyVoice.AI is designed with compliance in mind. We follow industry best practices for data security and client confidentiality. However, we recommend consulting with your compliance officer to ensure our service meets your specific regulatory requirements.
Can it integrate with my CRM like Wealthbox or Redtail?
HuskyVoice.AI integrates with popular financial advisor CRMs including Wealthbox, Redtail, Salesforce, and more. We can also connect with accounting software like QuickBooks and Xero for bookkeepers and accountants.
How does it handle tax season overflow?
HuskyVoice.AI scales instantly to handle increased call volume during tax season without hiring seasonal staff. It can answer common questions, schedule appointments, and collect information from clients—all while maintaining professional service quality.
Can it qualify leads based on assets under management?
Yes! You can configure HuskyVoice.AI to ask qualifying questions about assets, investment goals, and service needs. High-value prospects can be prioritized and routed to senior advisors, while smaller inquiries are handled appropriately.
What happens if a client has an urgent issue?
HuskyVoice.AI can be configured to recognize urgent situations (market concerns, account issues, etc.) and immediately escalate them via text, email, or phone call to the appropriate advisor or team member.
How quickly can I get started?
Most financial professionals are up and running within 24-48 hours. We'll help you configure your call scripts, integrate with your CRM, and train the AI on your specific services and protocols.
Ready to Focus on Financial Planning Instead of Phone Calls?
Join hundreds of financial advisors and accountants who trust HuskyVoice.AI to capture every opportunity and deliver exceptional client service.
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