AI Receptionist
for Financial Advisors.
The prospect who called while you were in a meeting just called the next advisor on their list. SaveYa builds AI receptionists that answer every call, tell prospects from clients, and book meetings 24/7. In your firm's voice. On a platform your compliance team can live with.
The consult: one hour with the team. You leave with a clear plan. Credited toward your build if you move forward.
What SaveYa builds for advisory firms
Most firms come to us because calls are slipping through. That is where the most immediate growth is leaking. But the receptionist is just the front door. SaveYa builds the full picture of AI automation for wealth management.
The Problem
A prospect is calling.
You are in a meeting.
Advisors grow their book on relationships, and the first one starts with a phone call. But you cannot be in a client meeting and answer the phone at the same time. The call goes to voicemail, the prospect does not leave a message, and the referral you worked hard to earn quietly evaporates.
Meanwhile your existing clients are calling too, and they expect to reach a person who knows them. When the front desk is at lunch and every advisor is booked, both conversations get the same answer: nothing. That is a growth problem and a service problem in one.
Prospects call whoever answers
Someone ready to move their money is not waiting on hold. If you do not pick up, the next advisor on their list will.
Clients expect to reach a person
Your best relationships call with real questions. Voicemail from the firm managing their money is not the experience they signed up for.
One missed prospect is expensive
A single new household is years of fees. A referral you never called back is a relationship you paid for and lost.
The Solution
A receptionist that knows your firm.
This is the same receptionist running at professional firms today, tuned for an advisory practice. It is not a phone tree and it is not a generic bot. It handles real conversations, knows a prospect from a client, and gets the right people booked and briefed.
Someone calls your firm
At 7pm on a weeknight. Your AI receptionist picks up on the first ring, in your firm's name, and quickly understands whether it is a new prospect or an existing client.
The right conversation happens
A prospect gets your intake questions and gets qualified. A client gets understood and routed to their advisor. Account identifiers stay masked, and every word is logged to an audit trail.
Meeting booked, advisor briefed
If it is a fit, a meeting lands in the right calendar. The advisor gets an immediate summary of who called and why. Nobody walks into a meeting cold, and nothing falls through.
What You Get
Built for how advisory firms actually work.
Every capability is built around your firm's specific needs, not a generic phone-answering template. We review how prospects and clients reach you today, which calendars your advisors keep, and the compliance posture your firm operates under before we write a single line of configuration.
The result is a receptionist that sounds like it belongs to your firm, handles calls the way you would want them handled, and never puts a prospect or a client in a bad position.
Weighing this against a subscription answering service? We wrote an honest comparison of custom AI systems vs. answering services, including when the subscription is the right call.
The receptionist is just the front door.
SaveYa also builds CRM automation, meeting prep, AUM dashboards, compliance-gated workflows, and the full range of AI automation for wealth management, all running through our platform. A wealth-management firm already runs its whole back office on it, from bookkeeping to household dashboards, in our back-office case study. If there is a bottleneck in how your firm runs, there is a good chance we have built a solution for it.
Built on a platform your compliance team can live with.
Financial firms handle sensitive information under real supervision obligations. Your receptionist runs on the same audited platform behind our wealth-management work: every call written to an append-only audit trail, account identifiers masked to the last four digits, and no investment advice or performance claims. It gathers, summarizes, and books. Your advisors do the advising.
We build to the record-keeping and supervision standards your firm operates under, and we credit the underlying security controls where they belong. See how we handle your data.
FAQ
Real questions, straight answers.
What does an AI receptionist do for a financial advisory firm?
It answers every inbound call in your firm's name and voice, around the clock. It tells a brand-new prospect apart from an existing client, asks the right questions for each, books the meeting into your calendar, and sends a clean summary to the right person on your team. Nobody who calls your firm ends up in voicemail.
How does it tell a new prospect from an existing client?
That is one of the first things it does. A prospect gets your intake flow: what they are looking for, roughly what they are working with, and how soon they want to talk. An existing client gets handled differently: their request is understood, routed to their advisor or the right analyst, and logged so nothing gets lost. Two very different conversations, handled correctly from the first ring.
Can it qualify prospects before booking a meeting?
Yes. You tell us who you want to work with and who is not a fit. The receptionist screens accordingly: it gathers the basics an advisor actually needs before a first meeting, books the ones who qualify, and handles the rest gracefully instead of leaving someone with a bad first impression of your firm.
Does it book meetings against our real calendars?
It books directly into the calendars your advisors already use, respecting real availability so nobody gets double-booked. The moment a meeting is set, the advisor gets an immediate notification with the full summary of the call, so they walk into the meeting already knowing who they are talking to and why.
How does it handle sensitive financial information?
The receptionist is built to collect only what a first conversation needs and to keep sensitive details protected. Account identifiers are masked to the last four digits wherever they appear, every call is written to an append-only audit trail, and summaries flow to the right person through governed integrations rather than free-form notes. It does not give investment advice or make any representation about returns. See how we handle your data on our security page.
Does it work after hours and on weekends?
That is when a lot of your prospects actually pick up the phone. Someone deciding to finally get their finances in order does not wait for business hours, and your best clients call when something comes up. Your AI receptionist answers a Saturday-evening call exactly the way it answers a Tuesday morning call. The alternative is sending that caller to voicemail, where most of them will not leave a message.
What happens after the AI receptionist answers a call?
The call is handled, a meeting is booked if the caller qualifies, and the right person on your team gets an immediate summary: who called, how to reach them, whether they are a prospect or a client, what they need, and what was scheduled. If a prospect does not book on the call, your follow-up system reaches back out automatically instead of letting the lead go cold.
What if the AI says something wrong or makes something up?
We build for containment. Your receptionist works from your firm's approved intake questions instead of improvising, it writes what it collects into your systems through governed integrations rather than free-form text, and anything outbound is staged for someone at your firm to approve before it goes out. Every call is summarized and logged to an audit trail, so you can always see exactly what was said and what happened next. Read how we handle your data on our security page.
Is this actually live, or is it a wealth-management experiment?
The receptionist technology is already answering calls for professional firms today. For an advisory practice we take that same proven system and tune it to your world: prospect-versus-client handling, your intake questions, your calendars, and the compliance posture RIAs expect. You are not the test case for the technology. You are getting a working system fitted to how your firm runs.
How much does an AI receptionist for a financial advisor cost?
Every build is custom, so pricing depends on your call volume, how prospects and clients are routed, and what integrations you need. It is priced differently than a full multi-workflow automation or an AI employee system. The consultation is $250, credited toward your build if you move forward. You leave with a real number.
Ready to stop missing prospects?
Tell us about your firm.
Hank will text you back within 30 minutes. We will ask a few questions about your practice, how prospects and clients reach you, and what you are trying to fix. Then we will tell you exactly what we would build and what it would cost.
Built by the team behind live AI phone systems answering for professional firms today, led by an engineer with 30 years of enterprise automation.