The AI receptionist for financial advisors that books meetings, not advice
An AI receptionist for financial advisors answers every call in your practice’s name. It books intro meetings with prospects, schedules annual reviews with clients, answers questions about your services and office, and takes detailed messages. It never gives financial or investment advice, never discusses markets or returns, and passes anything about accounts straight to your team.
- 14-day free trial
- Keep your number
- Cancel any time
How a call goes
Harborview Wealth Partners
- Receptionist: Thank you for calling Harborview Wealth Partners. This is the office’s virtual assistant. How can I help?
- Caller: Hi, I’m retiring next year and my brother said I should talk to someone about my 401(k).
- Receptionist: Congratulations on your upcoming retirement. I can’t give financial advice, but I can set up an introductory meeting with one of the advisors. May I have your name and best number?
- Caller: Gloria Stanek, 201-555-0167.
- Receptionist: Thank you, Gloria. Would you prefer to meet in the Paramus office or by video?
- Caller: In person. My husband would come too.
- Receptionist: That’s fine. I have Thursday at 10 or next Monday at 2 with Mr. Adeyemi. I’ll note that your brother referred you.
- Caller: Thursday at 10, thank you.
What the owner’s summary would include
- Prospect:
- Gloria Stanek, 201-555-0167
- Interest:
- Retiring next year; 401(k) questions
- Source:
- Referred by her brother
- Booked:
- Intro meeting Thu 10:00 am, Paramus, with spouse
Where financial advisors lose calls today
Client calls interrupt planning
Clients call to move a review, ask about a form, or check that a transfer came through. Each call is small, but together they take hours away from preparing plans and meeting with prospects.
Prospects compare several advisors
Someone who just inherited money, sold a business or is nearing retirement usually calls more than one advisor. The practice that answers and books a meeting on the first call starts with an advantage.
Nervous calls when markets move
When markets swing, anxious clients call all at once. If they get voicemail, the worry grows. They need a calm voice who can promise a callback from their advisor, not market commentary.
Calls Vocenya answers for financial advisors
Every one gets a real answer, the details written down, and a summary sent to you the moment it ends.
- Prospects asking for an intro meeting
- Annual review scheduling
- Clients asking about forms or paperwork
- Calls from estate attorneys and CPAs
- Worried calls during market swings
- Questions about fees and services
- Requests to speak with a specific advisor
What you see after every call
The real Vocenya portal, shown with a made-up plumbing business. Your advisory practice gets the same: the summary, the outcome, the caller’s details and the full transcript.
What can an AI receptionist do for financial advisors?
It handles the front desk calls that take time away from planning. The assistant answers in your practice’s name, books intro meetings and reviews into Google Calendar or Microsoft 365, answers general questions about your services, office locations and how to reach you, and takes detailed messages. Calls from clients who need their advisor can be warm transferred. Every call ends with a summary by email and app notification, so nothing waits in a voicemail box.
Will the AI give financial or investment advice?
No. The assistant is set up only to schedule, answer basic questions about your practice, and pass messages. It does not discuss investments, markets, account balances, performance or retirement strategy, and it does not make recommendations of any kind. When a caller asks, it explains that their advisor will need to speak with them and offers a meeting or a callback. It identifies itself as a virtual assistant, and you approve the list of topics it declines to discuss.
How does a financial advisor answering service handle anxious clients?
It answers every call quickly and calmly, which already helps when markets are moving. It confirms who is calling and which advisor they work with, records their concern, and lets them know the advisor will follow up, using wording you approve. You can set it to warm transfer certain calls or mark them urgent. It never comments on the market or offers reassurance about an account, so the real conversation stays with the advisor.
Can we check it against our firm’s policies?
Yes. You review and edit everything the assistant says before it answers a real call, including greetings, answers and the topics it will not discuss. Call recordings are included on Growth and Pro, and transcripts and summaries are available depending on plan. Vocenya does not claim compliance with securities recordkeeping rules, so talk to your compliance team about how call summaries and recordings fit your firm’s policies. You can adjust the setup at any time.
A person when it matters
Tricky calls go to a trained GH agent who sees what the AI heard, or straight to your phone.
Booked, not just logged
Offers real times from your calendar and confirms them with the caller.
Answers in 89 languages
Studio voices switch to the caller's language, and you get the summary in English. The Value plan answers in English and Spanish.
Calls new leads back
Appointment reminder calls help clients keep annual reviews, which are easy for busy clients to forget and hard for your team to reschedule.
Serving financial advisors in New Jersey and New York City
Advisors in Bergen, Morris and Monmouth counties and across Manhattan serve clients who commute long hours and call before or after work. An AI receptionist answers at 7 a.m. and 8 p.m. as well as during office hours.
See how it works in New Jersey and New York City.
Questions from financial advisors
Does the AI talk about investments with callers?
No. It does not discuss investments, markets, account values or recommendations. Those topics go straight to the advisor. The assistant schedules meetings, answers questions about your practice and takes messages, and it identifies itself as a virtual assistant. You approve that wording before it goes live.
Can clients book their annual review by phone?
Yes. The assistant books into Google Calendar or Microsoft 365 using the review length and times you set for each advisor. It confirms whether the meeting is in person or by video and sends your team the booking and summary.
Can it route calls to the right advisor?
Yes. It asks which advisor the caller works with and warm transfers the call to that person, or takes a message that arrives by email and app notification right away. The advisor sees the summary before picking up, so the client does not repeat themselves.
Will it share our fee structure?
Only the information you give it. If you want callers to hear that you are fee-only or that the first meeting is free, you can add that exact wording. Otherwise it tells callers the advisor will explain fees at the first meeting.
Can it speak Russian or Spanish with clients?
Yes. Studio voices answer in 89 languages, Russian and Spanish included, and can switch during the call. The Value plan answers in English and Spanish. That helps practices that serve families who prefer to talk about money in their first language. Your summary notes the language so the right advisor follows up.
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Hear your financial advisor receptionist answer, right now.
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Hear it yourself
Call (732) 633-0055Our AI receptionist picks up. Ask it anything, or have it answer as your business.