Financial Advisors & Wealth Managers
24/7 Financial Advisor Answering Service
In finance, trust starts with the first call. When clients reach out about their money, they expect clarity — not voicemail. Between portfolio reviews, client meetings, and market shifts, you can’t be tied to the phone every minute.
Miss a call? That’s not just a lost conversation — that’s potentially a lifelong client gone to another firm.
That’s where Voicey Bots steps in. Our AI-powered receptionists handle inquiries, book consultations, share scheduling links, and route calls based on urgency. Every caller feels valued, informed, and heard — even when your team is focused on managing the market.
Instead of Just Taking Calls, Voicey Bots for Financial Advisors:
Provides a professional, branded first impression that reflects your firm’s reliability.
Schedules new prospect meetings, quarterly check-ins, or portfolio reviews directly to your calendar
Captures income, investment goals, and service interests before passing to an advisor.
Shares meeting times, office hours, and advisor schedules — so no one’s left waiting.
Explains services clearly
Outlines offerings — from retirement planning to estate strategies — in plain English.
Every conversation summarized and logged in your CRM for smooth follow-up.
AI Call Intelligence for Smarter Growth
Harness the power of real-time call analytics with Voicey Bots. Every conversation is enriched with actionable metadata—caller disposition, priority, completed actions, transcripts, and recordings—delivered directly in your dashboard. Track referral sources, case trends, and acquisition costs over time. With predictive analytics and clear visualizations, you’ll forecast growth, optimize practice areas, and maximize ROI with precision.
Stay in the Loop —
Wherever Work Takes You
Voicey keeps you in the know — even when your day’s a blur. After every call, you’ll get a quick summary straight to your phone or inbox: who called, what they wanted, and what’s next. It’s like having an assistant who never forgets, never mishears, and doesn’t need caffeine to function.
Whether you’re in a meeting, on the move, or finally grabbing that late lunch, Voicey’s got your back. No missed messages. No “who was that again?” Just instant updates that keep business flowing while you keep going.
How It Works in 5 Simple Steps
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Step 1: Train Your Bot
Drop in your business details—website, services, hours—and Voicey Bots instantly learns how to speak your language.
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Step 2: Review & Refine
You’ll preview how Voicey Bots handles real-world conversations — from greetings to bookings. We adjust phrasing, message flow, and escalation rules together until it feels right.
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Step 3: Customize & Connect
Voicey Bots integrates with your CRM, calendar, and messaging apps in just a few clicks. That means every call, appointment, and message automatically syncs —
no copy-pasting required.
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Step 4: Forward Your Calls
No need to change your number — simply forward calls to your Voicey line and you’re live. Your AI receptionist answers, books, and follows up exactly how you’ve set it up.
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Step 5: Go Live & Relax
Your AI receptionist is now taking calls, capturing leads, and sending summaries straight to your inbox or phone. Fewer interruptions. Faster responses. Happier customers.
Engineered for Security and Trust
Voicey Bots runs on enterprise-grade infrastructure built to keep your data private, your calls secure, and your compliance effortless. Every interaction is encrypted in transit and at rest, monitored in real time, and protected by strict access controls. It’s the same level of protection trusted by financial institutions and healthcare providers—wrapped in the simplicity your team actually enjoys using.
Compliance Built In, Not Bolted On
From HIPAA to GDPR and beyond, Voicey Bots was designed with compliance at its core. Our systems are continuously updated to align with evolving privacy and security standards, so your business stays protected without added complexity. Detailed audit trails, role-based permissions, and secure data storage come standard—because peace of mind shouldn’t be an optional feature.
Say Goodbye to Voicemail. Say Hello to Voicey Bots.
Our AI receptionist doesn’t just answer calls—it connects, books, and builds trust in real time. Always polished. Always on. Always your brand’s best first impression.
Real Estate Agent
Warm and Reassuring
healthcare Agent
Calm and Compassionate
Utilities service Agent
Clear and Confident
Legal Assistant Agent
Calm and Authoritative
3-Day Trial. Zero Risk.
Works Hand-in-Hand With Your Apps
Our AI logs calls, appointments, and client info directly into your systems. Real-time syncing with
1,000+ integrations ensures nothing slips through the cracks.
Our Commitment Runs Deeper Than Code.
We built Voicey Bots on trust — HIPAA readiness, enterprise-grade protection, real human support, and zero contracts. Always transparent, always secure.
Hear It From Our Clients
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Jane Faber
6 months ago
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Jane Faber
6 months ago
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Jane Faber
6 months ago
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Jane Faber
6 months ago
