- AI Answering Service /
- Financial advisors
Financial advisors 24/7 AI answering service & virtual receptionist
Let prospects and clients call a demo virtual receptionist to hear how a calm, discreet front desk triages requests, books callbacks, and captures accurate messages for wealth managers and financial planners. Explore our financial advisors AI answering service built to keep every caller clear on the next step.
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Introducing ElevenAgents for financial advisors
AI answering service for financial advisors
Capture every inquiry, pre-qualify prospects with compliant intake questions, and automatically book the right intro meeting on your calendar with confirmations and reminders. Triage routine account-service requests without collecting sensitive PII, and route high-risk topics to a human advisor. After every call, get a structured summary with client intent, key numbers, next steps, and follow-up tasks so you can focus on planning and relationships.
Pre-qualify prospects and book meetings automatically
Capture every new inquiry, ask compliant intake questions (goals, timeline, investable assets, risk tolerance), and schedule the right intro call on your calendar with confirmation and reminders.
Account-service triage without exposing sensitive data
Handle common requests like appointment changes, address updates, beneficiary paperwork steps, and portal navigation while avoiding PII collection and routing high-risk topics (trading instructions, complaints, fraud) to a human advisor.
Prepare you for every conversation with structured summaries
After each call, generate a concise brief with client intent, key numbers shared, next steps, and follow-up tasks so advisors can focus on planning and relationship building instead of note-taking.
The simplest platform for financial advisors AI virtual receptionists
Seamlessly connect your financial advisors AI answering service to every channel your customers use while tracking and analyzing every conversation in seconds
One brain across channels
Upload documents, FAQs, and product specs to a shared knowledge base. Your AI receptionist draws on the same source of truth across every channel.
One brain across channels
Upload documents, FAQs, and product specs to a shared knowledge base. Your AI receptionist draws on the same source of truth across every channel.
Multichannel support
Answer inbound calls, web chats, and SMS messages from a single AI receptionist. Customers reach you on the channel they prefer.
Pre-built integrations
Connect to your CRM, calendar, and ticketing systems so your AI receptionist can book appointments, log calls, and update records in real time.
One brain across channels
Upload documents, FAQs, and product specs to a shared knowledge base. Your AI receptionist draws on the same source of truth across every channel.
Millions of answered calls, and counting
Powerful feature set that gives you full control
Everything you need to automate inbound calls, delight callers, and keep your team focused on what matters most.
Instant, natural conversations
Your financial advisors AI receptionist greets callers in a lifelike voice, captures key details, and delivers fast answers to common financial advisors questions in over 30 languages.
Smart call routing and scheduling
From booking appointments to forwarding urgent calls, your financial advisors AI answering service integrates with calendars, CRMs, and ticketing systems to complete financial advisors workflows in real time.
Voices that reflect your brand
Select from expressive voices or clone your own so the financial advisors AI receptionist always speaks in a tone that matches your financial advisors brand identity.
Personalized service with total accuracy
Our financial advisors answering service identifies repeat callers, retrieves account data instantly, and grounds every response in your own knowledge base so financial advisors answers stay accurate and contextual.
Multilingual by default
Automatic language detection and real-time switching help your financial advisors AI receptionist serve diverse customer bases seamlessly, whether in English, Spanish, Hindi, or more.
Works with any phone system
ElevenAgents connects to your existing phone system with no need to switch providers, so your financial advisors AI answering service launches faster with automatic settings sync.
Create your first financial advisors AI receptionist on the web or via API
Build on the platform
Design, test, and deploy your financial advisors answering service from an intuitive dashboard with no code required.
Build with the API
Integrate the virtual receptionist into your own applications using our developer-friendly REST API and SDKs.
Enterprise-grade security and infrastructure at scale
