AI Receptionist for Financial Advisors
Never miss client calls, consultation requests, or follow-ups — even when you're in meetings or after market hours.
What is an AI Receptionist for Financial Advisors?
An AI receptionist for financial advisors answers inbound client calls, captures enquiry details, qualifies service needs, schedules consultations, and sends confirmations automatically. It ensures every client enquiry is handled professionally — without replacing human advice.
Common Calls Financial Advisors Receive
"I need help with investments or financial planning"
"Do you offer retirement or wealth management services?"
"Can I book a consultation?"
"What are your advisory fees?"
"Can someone call me back later today?"
How HuskyVoice Handles Financial Advisory Enquiries
Instantly answers inbound client calls
Professional greeting and immediate response, no matter when clients call
Identifies enquiry type (investment, insurance, planning, tax)
Understands what the caller needs and routes appropriately
Captures basic details and intent
Collects name, contact info, and service interest without pushing
Books consultation or meeting
Schedules directly into your calendar with conflict detection
Sends WhatsApp & email confirmation
Immediate confirmation keeps clients engaged and informed
Alerts your team with a call summary
Complete context before you call the prospect back
Built for Financial Advisory Firms
24/7 Client Call Answering
Never miss a client enquiry, even during meetings, market hours, or after office hours
Enquiry Qualification (Non-Advisory)
Captures service interest and basic details without providing financial advice
Consultation Scheduling
Books discovery calls and consultations directly into your calendar system
WhatsApp & Email Alerts
Instant notifications when high-priority enquiries or bookings come through
Multi-Language Support
Handles client calls in multiple languages to serve diverse clientele
Works with Existing Business Numbers
No need to change your phone number or confuse existing clients
Why Financial Advisors Choose HuskyVoice
No missed calls during client meetings
Your AI receptionist ensures every enquiry is captured professionally
Professional and consistent first impression
Every caller receives the same high-quality service
Reduced administrative workload
Free up time for client relationships and portfolio management
Designed to assist — not replace — advisors
Handles enquiries and scheduling, you handle advice and relationships
Simple, Transparent Pricing
Start with credits, scale as you grow. No hidden costs, no lock-ins.
Pay As You Go
Includes:
- 1 Mobile Phone Number (India)
- 100 Voice AI Credits (2 credits = 1 min ai call)
- Inbound AI receptionist
- Outbound calls
- 30+ Indian Regional & International languages
- Payment & follow-up calls
- Brochure / information dispatch
- WhatsApp confirmations
Need high-volume pricing or custom integrations?
Talk to SalesFrequently Asked Questions
Never Miss Another Financial Consultation Request
Let HuskyVoice answer client calls, qualify enquiries, and book consultations automatically — 24/7.
Get a Demo