AI Employee for Financial Advisors

A Retiree With $2M Called Your Office.
You Were in a Client Meeting. They Called Someone Else.

Financial advisory is a relationship business, but the first interaction is almost always a phone call. If that call goes to voicemail, the prospect assumes you're too busy for them. Vox answers every call, qualifies every prospect, and books consultations 24/7.

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$7 Trial

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The Pain: High-Value Prospects Won't Leave Voicemails

You're Always in Meetings

Client reviews, planning sessions, portfolio discussions — your calendar is full. Inbound prospect calls go unanswered during your most productive hours.

Affluent Prospects Expect Professionalism

A high-net-worth individual expects a premium experience from the first call. Voicemail signals a one-person shop that can't handle their wealth.

Referrals Call Once

When a CPA or attorney refers a client to you, that client calls once. If they don't reach someone, the referral relationship erodes.

Vox: Your AI Client Services Associate

Prospect Qualification

Vox asks your qualifying questions: investable assets, financial goals, current advisor relationship, timeline. High-value prospects get flagged for immediate follow-up.

Consultation Scheduling

Vox checks your calendar and books discovery calls, portfolio reviews, and planning sessions directly. No back-and-forth scheduling emails.

Existing Client Routing

Vox recognizes existing clients and handles routine requests (statement inquiries, meeting rescheduling) or warm-transfers urgent calls to you with full context.

CRM Integration

Vox syncs with Wealthbox, Redtail, Salesforce, or your CRM. Every interaction is logged, every lead is tracked, and nothing falls through the cracks.

How It Works for Financial Advisors

Step 1

Set Up Your Practice Profile (15 min)

Define your services, minimum investable assets, qualifying questions, and calendar availability.

Step 2

Set Your Brand Tone

Vox adapts its conversational style to match your firm's voice — authoritative, warm, consultative. Your callers get a premium experience.

Step 3

Go Live

Route calls to Vox when you're in meetings, after hours, or on weekends. Focus on serving clients while Vox handles the phone.

Step 4

Grow Your Practice

Dashboard shows prospect call volume, qualification rates, consultation bookings, and lead conversion metrics.

The AUM Math

Average new client AUM: $500K–$2M. Annual revenue at 1% fee: $5,000–$20,000/year. Average client tenure: 10+ years.

One captured prospect per month that would have gone to voicemail represents $50,000–$200,000 in lifetime revenue.

Hire Your Financial AI Employee

Listen to a sample call

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Frequently Asked Questions

How does the AI handle accents and different speech patterns? +
Vox is trained on thousands of hours of diverse American English, including regional accents, ESL speakers, and varying speech speeds. Our voice model adapts in real time to the caller's cadence and pronunciation. In testing across 50,000+ calls, Vox maintains 97.4% comprehension accuracy regardless of accent. If Vox can't understand a phrase, it asks a natural clarifying question instead of guessing.
Can Vox transfer a call to a human if needed? +
Yes. You define the rules. Vox can warm-transfer to a specific team member, an on-call number, or a department line based on the conversation context. Transfers happen mid-call with a brief handoff summary so the human has full context. If the human doesn't answer within 30 seconds, Vox takes a detailed message and sends an urgent notification.
Does Vox integrate with my CRM or scheduling software? +
Vox integrates with any system that supports Zapier or webhooks—covering virtually every modern CRM, PMS, and scheduling platform. Popular integrations include Salesforce, HubSpot, Clio, ServiceTitan, Housecall Pro, Jobber, Dentrix, Calendly, and hundreds more. Call data is pushed in real time. Setup takes 5–10 minutes per integration.