Managed Agents at Previously $0.06 $0.03/minManaged Agents are Previously $0.06 $0.03/min.

ServiceNow#1 on EVA-Bench

Artificial Analysis#1 on Speech Agent Arena

AI receptionist for financial advisors that reaches the right advisor.

Reach the right advisor, book reviews, and flag emailed wire instructions for your team.

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Trusted by leading teams

ServiceNowArtificial Analysis

Ranked #1

on EVA-Bench and Speech Agent Arena

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Get clients to their advisor and flag suspect wire requests

Clients reach their advisor or book a review, and the agent logs every emailed wire instruction for a call-back from operations.

Callers ask for an advisor by name. The agent checks whether the advisor is free, rings through or books a review from their open times.

An AI receptionist for financial advisors' main line

What is an AI receptionist for financial advisors?

An AI receptionist for financial advisors answers a planning firm's main line. Clients ask for an advisor by name or describe a topic like retirement income. The agent finds the advisor, rings through if they're free, or books a review. It gives no financial advice.

  • Find the advisor
  • Book a review
  • Log a message
  • Report possible fraud
  • Transfer to operations

What if a client asks it to confirm emailed wire instructions?

The agent has no tool that reads or changes payment instructions, so it says that and logs a call-back from operations to the number on file. It asks the client not to send money to the new account until operations calls.

My advisor emailed me new wire instructions. Can you confirm them?

I can't confirm payment instructions on this line. Operations can call you back on the number we have on file. Shall I log that?

Yes, please. It said the account changed.

Is an answering service for financial planners a fraud control?

No. If a wire has already gone out, it files a possible fraud report and transfers to operations. Your firm stays responsible for fraud controls, callback rules and client privacy. The agent is a front desk.

  • Ruth Calloway, annual review1:58
  • Retirement income, booked with Marcus1:24
  • Wire instructions by email1:12

What an answering service for financial advisors gives the front desk

A financial advisor answering service has to cover the line while advisors sit in meetings. This one does that and sends anything about wires to operations.

Clients reach their advisor by name

Asked for Ruth Calloway, the agent checks whether she's free and rings through, or gives her open times for a review.

Topics get matched to your list

You list each advisor with the topics they cover. A caller asking about retirement income hears who handles it, with no opinion on the subject.

Reviews go on the advisor's calendar

Annual reviews get booked from open times during the call, so your assistant isn't trading emails to find a Wednesday.

Emailed wire requests go to operations

The agent logs the request with a priority and offers a call-back to the number on file, so it's never the one reading instructions back.

Messages are ready to act on

Who it's for, the topic, the callback number on file and the priority are all logged, so an advisor can call back prepared.

It can't touch payment instructions

No tool on this line confirms, reads or changes wire details. That limit also means it won't stop fraud on its own. Your controls do that work.

Calm and precise for a client asking about money

Clients calling a planning firm expect a composed front desk. Cartesia's speech models deliver one, even when the caller is worried about a wire.

  • $0.03per minute
  • #1on Speech Agent Arena and EVA-Bench
  • 24/7answers every call, at any hour

Waits for a half-remembered name

Callers ask for an advisor by first name or a topic they half remember. The agent hears them out before it looks anyone up.

Your advisor list, your LLM

With the LLM of your choice, the agent can find an advisor, book a review, log a message, report possible fraud and transfer to operations. Nothing in that list touches a wire.

A voice that suits the firm

Clients know your front office by ear. Find the library voice closest to it, so a longtime client hears the firm they know.

Judging the best AI receptionist for financial advisors

A virtual receptionist for financial advisors competes with a shared assistant or voicemail at most small firms. Here's how the three handle a planning firm's calls.

Cartesia agentFront-desk assistantVoicemail
Rings the right advisorBy name or by your topic listYes, if at the deskNo
Books a reviewFrom the advisor's open timesYesNo
Wire instruction questionsNo tool for them, logs for operationsDepends on trainingSits until someone listens
Knows a long-time clientOnly what your tools returnYes, and clients value thatNo

See which calls got the client to their advisor

Every call is recorded and transcribed. See which calls reached an advisor or booked a review, and which ended with a call-back logged for operations.

Launch a financial services receptionist in three steps

Start building

  1. Clone the Planning firm front desk

    List your firm's name, your advisors and the topics each one covers in your copy.

  2. Connect calendars and your operations lead

    Link advisor calendars and your message log through tools you configure, set who gets operations transfers, and forward the main line.

  3. Test a wire instruction call

    Call and ask the agent to confirm emailed wire instructions, then book a review. Go live when the first ends in a logged call-back and the second on a calendar.

Enterprise-grade security

  • HIPAA compliant badge

    HIPAA compliant

  • SOC 2 Type 2 badge

    SOC 2 Type 2

  • GDPR badge

    GDPR

Finance receptionist FAQs

What is an AI receptionist for financial advisors?

An AI receptionist for financial advisors answers a planning or advisory firm's main line. This one reaches advisors by name or topic, books reviews and logs messages. The AI receptionist page covers the general version.

Can an AI receptionist for financial advisors book a review?

Yes. The agent checks whether the advisor is free, rings through, or books a review from their open times.

Can the agent find an advisor by topic?

Yes. You list each advisor with the topics they cover, such as retirement income or estate planning, and the agent matches the caller to that list without giving advice.

Can an AI receptionist for financial advisors confirm wire instructions?

No. It has no tool that reads or changes payment instructions, so it logs the request and offers a call-back from operations to the number on file.

What happens if a client already sent a wire on emailed instructions?

The agent files a possible fraud report and transfers the call to operations right away.

Can the agent take a message for an advisor?

Yes. The agent logs who the message is for, the topic, the callback number on file and the priority.

Who is responsible for fraud controls with an AI receptionist for financial advisors?

Your firm is, for fraud controls, callback rules and client privacy. The agent is a front desk, not a security control.

How is it different from an AI answering service?

An AI answering service takes messages when the office is closed or busy. This receptionist works the daytime line, reaches advisors live and logs payment instruction calls for operations.

How much does an AI receptionist for financial advisors cost?

The agent is $0.03 per minute of call time, and receptionist calls tend to be short, since most end in a transfer, a booked review or a message. LLM usage is billed separately. A Cartesia phone number adds $0.014 per minute, or nothing if you bring your own Twilio account or SIP trunk. The free plan includes $1 of agent calls a month, so you can test the agent before you pay. See pricing.

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