Calls every new prospect
Outbound
When someone requests a call from your site, your seminar sign-up or a referral form, your AI Agent dials within seconds and asks what's on their mind: retirement, a job change, an inheritance or a business sale.
Financial advisorsGoal: Intro meeting booked
The AI Agent that books the intro meeting so you can stay with your clients.
A prospect who finally asks for a call about retirement or an inheritance has usually been putting it off for months. Avoonta calls them back within seconds, learns what prompted them, and puts an intro meeting with you on the calendar.
Financial Advisors · 123 of 200 industries
- Calls prospects in seconds
- Asks what prompted the inquiry
- Books the intro meeting
The problem
Why financial advisors leads go cold.
The prospect who reaches out has a window that closes fast.
You spend your days in review meetings with existing clients, and you shouldn't interrupt them to answer the phone. But a prospect who emails after a seminar or a webinar and doesn't hear back the same day often talks themselves out of it.
Assistants juggle paperwork, account transfers and scheduling for current clients. New inquiries end up in a queue, and the ones who called on a Saturday wait until Monday.
What Avoonta does for financial advisors
Four jobs, done on every call.
Asks fit questions, gently
Outbound + inbound
It asks the questions you approve, such as stage of life and the services they want, so you know whether it's a fit before the meeting. It never recommends a product or an allocation.
Books the intro meeting
Outbound + inbound
It offers times from your Google, Outlook, HighLevel or Cal.com calendar, in person or by video, and sends a follow-up text confirming it.
Answers when you can't
Inbound
Your AI receptionist answers after hours, takes messages from current clients, and transfers live to your team for anything you mark as time-sensitive.
What's in the snapshot
Financial Advisors: 5 AI agents, ready in one click.
One install sets up the whole team for your business: who calls, who chases, who answers and who reminds. Each one opens by saying it's an AI assistant.
- 45minIntro meeting, booked live
- 3ready texts
- 7FAQ answers for the receptionist
- 1click installs all five
-
New leads
Prospect intro caller
Calls webinar and website prospects within seconds and books an intro meeting with an advisor.
Hi first name, this is an AI assistant calling for business about the call you requested.
Asks first What prompted you to reach out: retirement, a job change, an inheritance or a business sale?
- Intro meeting booked
- Call back later
- Not a fit
Hands off to: a person (Advisor (booked call or live transfer))
-
Follow-up
Meeting follow-up
Re-tries prospects who asked for a call and didn't book, without pressure.
Hi first name, this is an AI assistant calling for business.
Asks first Are you still interested in an intro meeting?
Calls day 0, 2, 7 · text after each missed call
- Intro meeting booked
- Not now
- Do not call
Hands off to: a person (Client service associate)
-
Receptionist
Client service line
Answers after hours, takes messages from clients and transfers time-sensitive requests.
Thanks for calling business, I'm the AI assistant and this call is recorded.
Asks first Who is your advisor?
- Message for advisor
- Intro meeting booked
- Transferred
Hands off to: a person (Licensed team member)
-
Reminders
Meeting confirmer
Confirms tomorrow's intro or review meeting and resends the video link or office address.
Hi first name, this is an AI assistant calling for business to confirm your meeting tomorrow at time.
Asks first Will a spouse or partner join?
Calls the day before · text if no answer
- Confirmed
- Rescheduled
- Cancelled
Hands off to: a person (Advisor's assistant)
-
Win-back
Prospect reconnect
Reconnects with past prospects who never met an advisor, in case their situation has changed.
Hi first name, this is an AI assistant calling for business.
Asks first Has anything changed, like a retirement date or a new job?
- Intro meeting booked
- Not interested
- Stop calling
Hands off to: a person (Advisor on duty)
Sample call
A seminar sign-up, 25 seconds later.
A prospect asked for a call after a retirement planning webinar. Here's the callback.
Example call
AIHi Grace, this is Ava, an AI assistant calling for Bellmont Wealth Partners about the call you requested after the webinar. This call is recorded. Is now a good time?
GRACEYes. I'm retiring next year. Should I move my 401(k) into an annuity?
AIThat's a question for an advisor, so I can't give investment advice. Would you like an intro meeting with Daniel to talk it through?
GRACEYes, I'd like that.
AIHe has Wednesday at 2pm by video or Friday at 10am in the office. Which do you prefer?
GRACEFriday in the office.
Fits your tools · and the math
Works with your CRM, calendar and Zapier.
Avoonta works with the CRM and calendar your practice runs on. Prospects come in by webhook, Zapier, Make or the API, and every call's notes and booking go back out the same way.
Use advisor software like Wealthbox, Redtail or Salesforce? Connect it via Zapier or webhooks.
- Google Calendar
- Outlook
- HighLevel
- Cal.com
- Webhooks
- Zapier
- Make
- API
What lands in your CRM after each call
- What prompted the call
- Services of interest
- Meeting format
- Meeting time
- Referral source
- Recording and transcript
Example
What one new household could mean.
- New prospects a month
- 40
- Talk time per call, roughly
- 4 min
- Minutes used
- about 160 of 200
- Plan
- Launch, $79/mo
If reaching prospects the same hour adds one new client household in a year, that relationship would likely be worth far more than the plan.
Example only. Your prospect volume, call length and fees will differ; use your own numbers.
Limits and compliance
Books meetings. Never gives investment advice.
Your agent never recommends securities, products, allocations or tax strategies, and never discusses performance. It sends every one of those questions to you or another licensed professional. It calls only people with a consent record from your form or event sign-up, checks your do-not-call list before every dial, keeps to 8am to 8pm in their time zone, and opens by saying it's an AI assistant. Calls are recorded and transcribed, so check that this fits your firm's compliance and record-keeping policies before you switch it on.
- No investment, tax or product advice
- Consent record kept for every prospect
- Do-not-call list checked every dial
Financial Advisors FAQ
Straight answers.
Will it talk about markets or products?
No. Any question about investments, products or taxes is passed to you with an offer of a meeting.
Can my compliance team review the script?
Yes. You write the questions and answers Your agent uses, and every call is recorded and transcribed so it can be reviewed.
Can it call people from an event list?
Only those who agreed to be contacted, with a record you keep. It checks your do-not-call list before every call.
Can it book with different advisors on my team?
Yes. It can book on each advisor's calendar based on location, specialty or the referral source.
Related industries
Similar agents, other trades.
Your next financial advisors lead gets a call in seconds.
Set up an agent for your business, test it on your own phone, and go live today. Unlimited AI agents and team members on every plan.