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AI answering service for financial advisors

Sarah answers your firm’s phone and website chat 24/7, including the hours you’re in a client review. She tells a client from a prospect, takes each request in their words, and books the meeting.

Free preview built from your website. No signup required.

Example: at 4:45 PM Elena calls Clearwater Wealth Partners on her CPA’s referral while Diane is in a client review. Sarah asks whether she is a current client, who referred her and what she would like help with, takes the details the firm asks in Elena’s own words, and books Diane’s introductory meeting for Thursday at 2:00 PM after reading the booking back. A confirmation text follows; Elena replies Y, asks whether the first meeting costs anything, and Sarah answers her by text from the website.
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How the AI answering service handles a client’s request

  1. Current client or prospect, the request, the amount, the deadline.

    Sarah opens with the question your firm sets, then takes the request exactly as the client says it: what they want done, roughly how much, and by when. She places nothing and advises nothing.

  2. Sarah says the advisor confirms every instruction directly, offers the next call slots you keep open, repeats the time back, and the call is on your calendar before the client hangs up.

  3. Your call-ended workflow reads the summary. When it is a client request with a deadline, it texts your mobile the request and the booked call, so you read it between meetings.

  4. The summary email carries the request, the amount and the deadline in the client’s words, with the full transcript and the recording attached. A workflow automation adds the same note to the client’s contact in HubSpot.

See Sarah on my site

An AI chatbot for financial advisors that books from your website

Prospects read your fees page at night and wonder whether they’re big enough for you. The same Sarah answers there, with the same screening and the same calendar.

  1. 1
    Knows your firm. Who you work with, how you charge, your services and your hours, read from your own pages.
  2. 2
    Screens the way you would. Current client or new, who referred them, and what they want help with.
  3. 3
    Books the introductory call. Picked with the visitor and written into your connected calendar.
  4. 4
    Confirms it. Your booking workflow emails and texts the time and how the advisor will reach them.
Example: at 8:40 PM Priya is on Clearwater Wealth Partners’ fees page and asks the chat whether the firm works with people who have under $500,000. Sarah answers from the website that the firm works with households from $250,000 and the introductory call is free, and offers Monday or Wednesday. Priya picks Monday at 11:00 AM and gives her name, email and mobile; the call is booked in the chat, and the firm’s booking workflow sends the email and text confirmations.

What is an AI answering service for financial advisors?

  1. An AI answering service for financial advisors is an answering service run by an AI receptionist rather than a call center. It answers an advisory firm’s calls and website chats 24/7, tells a current client from a new prospect, and books the meeting.

  2. Sarah is Small Business Chatbot’s AI answering service for financial advisors. She answers every call and chat, screens prospects with your questions, takes a client’s request in their words, and books introductory meetings and review calls into your calendar.

Also called Financial advisor answering service, Financial answering service, AI receptionist for financial advisors.

See also AI answering service AI CRM

Answer the calls that come in after the market closes

Clients worry at 5 PM and prospects research at 8. Sarah gives your standing line, books the introductory calls, and leaves you the morning’s messages in order.

Example: one evening at Clearwater Wealth Partners. A client worried about the day’s market drop hears the firm’s standing line from Sarah’s instructions and leaves a message for Diane, a 401(k) rollover inquiry from the website chat becomes a Tuesday introductory call, a CPA referring a client who sold his business leaves a message, and a question about where to send a signed beneficiary form is answered from the website. A sales call selling retirement leads is answered but sends no summary email.
  • Worried clients hear your line.Sarah says the words you wrote for a market-drop call and nothing more, and the message reaches you with the transcript. A client who asks for you by name is put through to the number you set.
  • Prospects get an introductory meeting.Screened with your questions, booked by video or in the office, with who referred them on the record.
  • Referrals and paperwork become messages.Who is referring whom, or which form and where to send it, waiting in your inbox in the morning.
  • Every caller gets a record.Client or prospect, what they asked and when, on their contact in your CRM.
  • Lead sellers never reach you.Calls that match your spam keywords are answered and filed, and no summary email is sent.

What Sarah asks, by kind of call

You write her questions for each kind of caller, the way you’d brief a new client service associate. For example:

  • New prospects

    • Who referred them, or how they found the firm
    • What they want help with: retirement, a rollover, a windfall
    • Single or joint household
    • Whether they have a workplace plan
    • Video or in the office for the first meeting

  • Current clients

    • The request, in their own words
    • Roughly how much, and from which account, if they say
    • The deadline, and why
    • The best number for the advisor’s call
    • Whether it can wait for the next review

  • Referrals from CPAs and attorneys

    • Who is referring, and their firm
    • Who the client is, and whether they know to expect a call
    • What the client needs: a sale, an estate, a divorce
    • Any date that matters, such as a closing
    • The number to call back

  • Account and paperwork questions

    • Which form, and whether it is signed
    • Where to send it, from your instructions
    • A statement, a login or an address change
    • Whether the custodian or the firm handles it
    • The best time for the office to call

Every answer is in the call’s transcript in your summary email and on the caller’s record in your CRM. What to do with the money is the advisor’s to say, never Sarah’s.

AI for financial advisors that covers the desk during every client meeting

An AI virtual receptionist for your firm: Sarah schedules the meetings, keeps each client’s record and sends the review reminders.

  • Scheduling

    for introductory meetings, annual reviews and advisor calls. Sarah offers the slots you keep open, books the one the client picks, and moves it when they text or chat back.

  • Transfers

    to you, between meetings. Set the number, and a client who asks for you by name is put through.

  • A client record

    Sarah keeps for you. Each call, chat, text and meeting sits on the client’s record, with every request in their own words.

  • Review reminders

    when a review is due. Tag the client “Review due” and a workflow texts and emails them to book, stops when they reply, and Sarah books the meeting.

  • A summary

    after every call and chat: the request, the caller’s details, the transcript, and the recording when you switch it on. The record of what the client asked for.

How to set up an AI answering service for your advisory firm

Paste your website and Sarah has a first version ready in about a minute. Then tell her how your firm screens prospects and takes client requests.

  1. 1

    Start from your website

    Sarah reads who you work with, how you charge, your services and your hours, and from them writes her greeting and her first answers about minimums, fees and the first meeting.

  2. 2

    Make Sarah yours

    Brief her as you would a new client service associate: the client-or-prospect question, the screening questions, the standing line for a worried client, that nothing moves without the advisor, and what she may never ask for. Choose her voice, then call her from your browser to hear it.

  3. 3

    Plug in your calendar and your number

    Connect Google Calendar or Outlook for the meetings, and forward your line to Sarah during client meetings, after hours, or all day. Workflows then confirm each meeting, text you a client’s request, and add the note to the contact in HubSpot.

Free preview built from your website. No signup required.

Example: Clearwater Wealth Partners, built from its website in about a minute, then given its own instructions, calendar and workflows.

Financial advisor answering service pricing

Self Serve

Every tool. You set it up. Try the chat free for 7 days.

$99/ month

Billed monthly. Cancel any time.

Each month100 answered calls100 conversations100 follow-ups

  • AI phone receptionist that answers, books appointments, takes messages, transfers calls and sends you a summary
  • Website chat that answers from your site and books into your calendar
  • Texting and follow-ups by text, email and AI voice call
  • CRM and workflows, with every conversation in one place
  • Trained on up to 100 pages of your website
Start free trial

Managed

Done for you. Our team sets it up, meets with you and keeps tuning it.

$249/ month

Billed monthly. Cancel any time.

Each month500 answered calls300 conversations500 follow-ups

Everything in Self Serve, plus:

  • A 1:1 implementation call to set Sarah up with you
  • Set up for you: the chat installed, your calls forwarded, her answers and booking configured
  • Weekly meetings with your dedicated account manager
  • Ongoing tuning from your real conversations
  • Follow-up workflows built and published for you
  • Changes within 24 hours and priority support
  • Trained on up to 3,000 pages of your website
Book implementation call

See full pricing breakdown

One referral who books an introductory meeting instead of leaving a voicemail is a client for years. Self Serve is $99 a month.

HubSpot, your calendar and QuickBooks Online

Every request lands on the client’s record, every meeting in the calendar you already run.

  • HubSpot

    A prospect becomes a contact with who referred them; a client’s request is added as a note on their contact, in their words.

    Workflow automation How to connect it

  • Google Calendar and Outlook

    Introductory meetings, review calls and annual reviews land in the firm’s calendar as Sarah books them.

    Direct connection How to connect it

  • QuickBooks Online

    For fee-only planning, a Zap finds or creates the client and can raise the planning-fee invoice once the engagement starts.

    Zapier How to connect it

Any other tool with a public API or a Zapier app connects through our workflow automations or Zapier. See every integration.

How to choose an answering service for your advisory firm

You’re hiring whoever picks up while you’re in a client review. Compare the candidates.

Candidate

A receptionist on payroll

Cost
$3,000+ a month
On duty
Office hours, with breaks
Referral call, 4:45 PM
Voicemail
Client or prospect?
If they recognize the voice
The record
A sticky note
Your website
Not covered
Candidate

Sarah, your AI receptionist

Cost
$99 a month, or $79 billed annually
On duty
Every hour, every day
Referral call, 4:45 PM
Answered, screened, meeting booked
Client or prospect?
Asked first, every call
The record
Summary and full transcript
Your website
Same Sarah, books the call

The other AI receptionists

Entry plans, from each company’s pricing page on Oct 23, 2026

  1. Sarah

    01
    $99 /mo
    $79 billed annually · 100 answered calls
    • Phone answering100 answered calls
    • Website chat100 conversations
    • TextingReplies and follow-ups
    • CRM
    • Calendar bookingIn the chat and on calls
    Small Business Chatbot

  2. Rosie

    02
    $49 /mo
    250 minutes a month
    • Phone answering250 minutes
    • Website chat
    • TextingBooking links by text
    • CRMNot listed
    • Calendar bookingFrom the $149 plan

  3. Goodcall

    03
    $79 /mo
    100 callers a month, about 150 calls
    • Phone answering100 callers
    • Website chatNot listed
    • TextingNot listed
    • CRMNot listed
    • Calendar bookingA booking agent

  4. My AI Front Desk

    04
    $99 /mo
    $79 billed annually · 200 minutes
    • Phone answering200 minutes
    • Website chat100 conversations
    • Texting400 texts
    • CRM
    • Calendar booking

  5. NextPhone

    05
    $199 /mo
    $166 billed annually · unlimited calls
    • Phone answeringUnlimited calls
    • Website chatNot listed
    • TextingLinks and confirmations
    • CRMFrom the $299 plan
    • Calendar booking

Questions financial advisors ask about an AI answering service

Can Sarah tell a current client from a new prospect?

Yes. Sarah opens with the question you set, such as whether the caller is a current client, and follows the path you wrote for each answer: a client’s request goes to the advisor with a call booked, a prospect gets the pre-screening questions and an introductory meeting.

Will Sarah give any financial advice?

No. Sarah takes the question in the client’s words and books the call with the advisor. The only answers she gives are the ones on your website and in your instructions, such as who you work with and what the first meeting costs.

Can a client ask Sarah to move money or place a trade?

Sarah takes the request, the amount and the deadline as a message, says the advisor confirms every instruction directly, and books the call. Nothing moves on an account from a call with Sarah.

What pre-screening questions does Sarah ask a prospect?

The ones you write: who referred them, what they want help with, whether it is a single or a joint household, whether they have a workplace plan, and the range your firm works with. Sarah asks them in order and the answers go in the summary and on the prospect’s record.

Does Sarah book introductory meetings and review calls?

Yes. With your calendar connected and phone booking on, Sarah offers the meeting slots you keep open, by video or in the office, repeats the date and time back and books before the caller hangs up.

How does the advisor hear about a client’s request right away?

A “Call ended” workflow reads the call summary, and when it is a client request with a deadline, texts your mobile the request and the booked call. You read it between meetings.

Is there a record of what the client asked for?

Every call comes with a summary, the full transcript and, if you switch it on, the recording, in your inbox and on the client’s record. A workflow automation can add the same note to the contact in HubSpot.

What does Sarah say to a client worried about the market?

The standing line you wrote for that call, word for word, such as that the advisor will call them the next morning, and nothing else. The call goes to your inbox as a message with the transcript.

How are referrals from CPAs and attorneys handled?

Sarah takes who is referring, who the client is and what they need, as a message for the advisor, and books the introductory meeting when the referred client calls themselves.

Does Sarah ask for account numbers?

Not unless you tell her to. Most firms have Sarah take the name, the number to call back and the request, and leave account details to the advisor’s own call.

Does it work with my CRM?

A workflow automation creates the contact and adds the note in HubSpot, meetings go straight into Google Calendar or Outlook, and a Zap can raise the planning-fee invoice in QuickBooks Online. Any system with a public API or a Zapier app connects the same way.

Does Sarah speak Spanish?

Yes. A caller who begins in Spanish is answered in Spanish for the whole call, the screening questions and the booking included, and your summary and transcript arrive in full.

Is the chat on my website the same Sarah as the phone?

Yes. The website chat and the phone run on one Sarah, one set of instructions and one calendar. A visitor on your fees page gets the same screening a caller would, and the introductory call is booked in the chat.

What happens to lead sellers and robocalls?

Sarah answers them like any call. Add the words they use, such as “pre-qualified leads” or “pay per appointment”, to your spam keywords, and those calls send no summary email.

Do I keep my firm’s number?

Yes. Your number stays as it is. Forward it to Sarah during client meetings and after hours, or all day.

How much does an AI answering service for a financial advisor cost?

Self Serve is $99 a month, or $79 a month when paid for the year. Managed, where our team sets Sarah up and keeps tuning her, is $249 a month, or $200 a month when paid for the year.

Give Sarah the calls that ring during your client reviews.

Paste your website and hear her answer as your firm. No signup required.

See Sarah on my site See pricing