Experience AI-powered client acquisition and engagement
IMPROVE CONVERSIONS & STRENGTHEN CLIENT RELATIONSHIPS
Our conversational AI handles inquiries, qualification, and client support—letting your team focus on delivering the financial expertise and personalized service that builds lasting trust.
Turn more prospects into clients
over 3 hours
daily are WASTED BY FINANCIAL SERVICES TEAMS ON LOW-INTENT PROSPECTS
Pete & Gabi automate client engagement from inquiry to onboarding—qualifying prospects, scheduling consultations, and keeping communication seamless at every step.
Instant Prospect Engagement
Respond to inquiries in seconds before competitors even see the lead.
Accelerated Onboarding
Pre-qualify prospects, book appointments, and nurture interest—automatically.
Always-On Availability
Pete & Gabi handle after-hours inquiries so no opportunity is missed.
Growth without Grind
Scale your client acquisition without having to hire more advisors or support staff.
From inquiry to investment—AI that keeps your pipeline active
END-TO-END AI FOR
THE FINANCIAL SERVICES CLIENT JOURNEY
Capture Leads Instantly
Engage new prospects the moment they reach out—answering questions, collecting details, and qualifying intent in real time.
Schedule Consultations Automatically
Pete & Gabi fully coordinate meetings between advisors and clients, removing the need for back-and-forth emails and missed calls.
Accelerate Onboarding
AI agents guide clients through document collection, verification steps, and account setup seamlessly.
Reduce Drop-Offs
Automated reminders and follow-ups ensure clients complete every stage of the process without friction.
Reignite Dormant Relationships
Bring inactive clients back into conversation with personalized outreach that reopens opportunities and boosts retention.
Higher conversion, lower cost per client, faster growth
Why Financial Institutions Are Turning to AI Calling
Bottom line?
AI isn’t just improving how financial services communicate—it’s transforming how they scale and grow.
hours saved annually by AI
businesses exceed ROI expectations
faster customer responses
increase in productivity
The proof is in the performance
HEAR OUR AI CALL AGENTS IN ACTION
Want to see how Pete & Gabi will grow your book of business—without adding headcount?
Try it for Yourself
Automated AI-powered calling agents that deliver results.
EFFORTLESSLY SIMPLE
Get started in four simple steps:
See Pete & Gabi in action with a real case study
AI Calling That
Delivers Growth
A regional financial advisory firm was struggling to follow up with hundreds of leads from webinars, referral programs, and online inquiries. Advisors were too busy handling active clients to keep up, letting prospects go cold before anyone could reach out.
After deploying Pete & Gabi, AI agents now call every lead. In just one quarter, the firm saw more booked consultations, a fuller sales pipeline, and dramatic revenue growth.
increase in consultations booked
faster lead-to-meeting time
lift in new client acquisition
reduction in missed calls and
follow-ups
Any sector. Any industry.
Every Possibility
with Olivia AI
Testimonials
Don’t Just Take Our Word for It
Pete & Gabi keep our loan pipeline moving much faster and it's not just one thing. They keep qualifying prospects all day and even handle mortgage inquiries after our regular hours... It has definitely improved our response times overall.
Sarah Mitchell,
Mortgage Operations Manager
Before we tried Pete & Gabi, our loan officers were often buried in initial applications. Now, AI agents have taken on most of our prospect outreach, pre-qualification, and scheduling tasks. We close faster and lose fewer leads to delays or slow follow-up.
David Chen,
Director of Business Development
We did have skepticism to overcome at multiple levels, but it's been true for us—Pete & Gabi handle many of our cold prospect calls and initial consultations. And since they handle basically the first half of our sales process, our advisors have been able to double down on doing their thing!
Maria Rodriguez,
Senior Branch Manager
Sign Up Monday.
BE UP & RUNNING BY FRIDAY
- No technical savvy needed.
- Instant productivity boost.
- No lock-in contracts. Cancel anytime.
- Suitable for firms of all sizes.
- Your competition isn’t waiting. Why are you?
