Best AI calling agents for financial advisory firms and wealth management companies
AI calling agents for financial consultants to manage discussions with potential clients, verify prospects, and arrange meetings.
Olivia AI is a voice AI assistant created by Pete & Gabi. Its purpose is to detect, verify, and convert leads into clients for investment advisory companies.
Smarter Follow-Ups Start With AI
What Is an AI Calling Agent for financial advisors?
An AI calling agent is a type of virtual assistant capable of voice interaction, making initial contact with clients, and aiding their decision-making process.
It utilizes the technology of conversational AI, CRM, and lead scoring. It allows advisors to have conversations with leads that already show some level of interest in the offered products/services.
The best AI calling agents for advisory firms generally:
- Answer potential clients’ questions in an instant;
- Reach out to new leads automatically;
- Evaluate customers during their phone calls;
- Provide the clients’ contacts directly to advisors;
- Store all the necessary information in the firm’s CRM.
Slow follow-up processes lead to losses for advisory firms monthly.
Engagement rate of prospects who respond
Reduction in time to manually follow up
Total annual revenue recovered
AI sales agents for lead follow-ups
AI Calling Agents Built for Advisory Teams
What are the best AI voice agents for financial advisors?
The most efficient AI voice agents are known for their proven ability to heed speech and understand and respond to the natural language. They interact with prospective clients and customers without manual dialing or processing.
Initiating conversations with the existing as well as prospective clients
Having conversations with prospects during the day
Gathering all conversations of the agent through one interface
Recording voice conversations automatically
Summarizing calls with details and qualification status
Advising the next step during the conversation
Olivia AI offers the services of the advanced AI voice agents to the following purposes:
Technology
How can AI calling agents help financial advisors acquire new clients?
AI calling agents contact new prospects within seconds and hold natural phone conversations. They qualify interest, answer questions, and book consultations automatically. Advisors then meet only prospects who are ready to talk.
Olivia AI takes care of both incoming and outgoing calls without the need for additional staff.
Adapt the conversation to sound human and engage prospects
Create each conversation, taking the entire contact history into account
Translate objections immediately and drive prospects to a meeting
Extract data from CRM to use in every phone call or conversation
Some major benefits of Olivia AI for the financial advisor industry:
Simple Setup
How can AI voice agents qualify leads for financial planning services?
AI voice agents have the ability to access information from your customer relationship management software to personalize communication made with clients. These tools improve the effectiveness of prospecting and create an extensive database of any past interactions.
Connect your CRM
Make use of Salesforce or HubSpot or another compatible service. If you do not want to proceed with the mentioned services, you have an option of uploading a file with your company’s previous and current prospects.
Customize the AI Sales Representative
Choose the voice you wish your personal assistant to use while talking to your prospects. Provide Olivia AI with the list of services your company offers and set up your pricing policy.
Start your campaigns
Use Olivia AI to conduct outreach 24/7; your AI assistant will make more than 100 calls at once.
Improve your results
Integrate data from your calls into the CRM system. Analyze and evaluate the results of the calls made.
Make every call count
Speak to our Expert
Hello! I'm Clancy Ryan, Head of AI
I guide the training and optimization of Olivia AI. That includes objection handling and real-time conversations at scale. Curious how your firm could grow revenue with an AI voice agent?
Never Miss a Prospect Again
How can investment advisors use AI calling to book more consultations?
Effectiveness of AI calling agents is determined by the increase in numbers and reactivation of leads. As a result of the activities of Olivia AI, companies have achieved visible improvements in the sales cycle.
+1.5X
AI vs manual calling customers acquired
+40%
Conversion to customer
-20%
Churn reduced
+20%
Revenue from upsells, cross-sells, and promotions
Source: Olivia AI deployment data from Pete & Gabi enterprise use cases.
Features
How can financial advisors use AI to automate cold calling?
AI voice assistants help in every step of the prospecting process. Your team does not require any additional human resources.
Advantages of Olivia AI:
- Launch100 calls at once
- Develop personalized dialogues based on the information in your database
- Identify the prospects in real time and send them to consultants
- Store the information about every call in the database
- Inform the client about service features during every conversation
- Reestablish the communication with cold and inactive clients
- Work on the platform at any time without signing a contract
AI Financial Advisor Use Cases
How can wealth management firms automate prospect outreach with AI?
Wealth management organizations are leveraging the power of AI to evaluate potential clients. This technology collects and analyzes CRM data to learn about its customers and track their objectives, funds, and schedules.
Doing a scoring run on client inquiries automatically
Conduct outreach campaigns for webinar participants and other contacts
Sorting clients according to their level of urgency/interest
Reactivating cold leads via phone calls
Scheduling a consultation session with qualified prospects
Providing answers to common inquiries regarding fees and services
Some of the common applications include:
Integrations
How can registered investment advisors automate lead follow-ups with AI?
AI voice agents are connected to your CRM and planning solutions. They synchronize lead data, call results, and schedules automatically.
Connect Salesforce
Integrate HubSpot
Link Zoho CRM
Sync Pipedrive
Schedule through Email and SMS
Add SugarCRM
Connect ServiceNow
Use the REST API
Industries
Top AI Voice Sales Agents for Every Advisory Niche
AI agents ensure compliance during all calls. These agents match your processes as well as your prospective clients’ needs.
Wealth Management
Identify affluent prospects and schedule Discovery Meetings. Maintain effective follow-up through personal messages.
Retirement Planning
Engage with pre-retirees and plan participants on a large scale. Collect information about deadlines, goals for savings, and worries before the first meeting.
Registered Investment Advisors
Respond to new inquiries in seconds. Supply your advisers with useful information about qualified prospects.
Independent Financial Planners
Perform prospecting activities without hiring an assistant. Keep track of all your consultations scheduled with qualified prospects.
Insurance Advisory
Contact clients for year-end reviews and estate update meetings. Organize meetings with your planning team.
Tax & Estate Planning
Give advice to borrowers and confirm important information. Pass on ready borrowers to banks.
Mortgage & Lending Advisory
Help affluent families with careful and attentive outreach. Provide them with personal connections to other team members.
Family Offices
Support financial advisers with the same calling infrastructure. Make sure that the same strategy is applied to every office.
Broker-Dealers & Hybrid Firms
Assistance should be given to the affiliate advisors who share their infrastructure. Make sure to maintain the same way of reaching out to people regardless of the office.
Business Succession Advisory
Talk to the entrepreneurs regarding their succession and exit companies' ideas. Make sure to verify the opportunities before your advisors start working with them.
Employee Benefits Consulting
Communicate with leaders of human resources and book sponsors. Schedule meetings for discussing reviews and answering the regular questions.
International Wealth Advisory
Qualify international prospects and expatriates and arrange online consultations around the world.
Built for Inbound & Outbound Calls
DEPLOY HUMAN-LIKE
AI CALLING WITH OLIVIA AI
AI agents deliver personalized service recommendations during every call
Revenue Outcomes That Count
AI agents assist prospects in finding proper consulting services. They offer personalized recommendations, instant verification, and intelligent reminders.
How Olivia AI Converted 5,244 Calls into 65 Appointments
2 days ago
How Olivia AI Engaged 1,092 Calls and Delivered 35 Qualified Transfers for Home Inspection Company
2 days ago
FREQUENTLY ASKED QUESTIONS
How can financial planners re-engage old leads using AI voice calls?
AI agents can connect with inactive prospects and start a dialogue. Olivia AI employs previous communication data to renew inactive customers. After that, it organizes meetings by itself.
Can AI voice agents follow up with prospects who haven't responded to advisors?
Certainly! AI agents do follow-ups regularly without any hard work from your employees. Olivia AI makes calls at the right time and keeps a record of all the calls in a common database.
Can an AI phone agent follow up with people interested in investment advisory services?
For sure, an AI phone agent can contact interested prospects in a few seconds. Olivia AI ranks each interested party while making a call and sends qualified leads to planners.
How can retirement planning firms use AI calling to generate qualified leads?
AI agents ask when the clients plan to retire, how much money the clients have saved, etc. Olivia AI evaluates results in real time and passes qualified prospects to your financial experts.
Can AI agents schedule appointments for independent financial advisors?
Sure! AI agents check the schedules of clients and reserve meetings by themselves. Olivia AI synchronizes appointments with the calendar of the investor and the common database.
Can AI voice agents handle inbound inquiries for wealth management services?
Certainly, advanced voice AI takes incoming calls at all times. It is handled by Olivia AI, which deals with common questions and rejections. It also books appointments live.
How can financial advisory firms automate follow-ups after sending proposals?
AI agents will call prospects once the proposals go out. After that, it will answer all questions, solve problems, and ask about what happens next. Each of these results will be entered into your program.
How can AI calling help insurance and financial advisory businesses book consultations?
AI agents will call leads instantly and check their interest. Olivia AI will book a meeting during that call and send the details back to your staff.
What are the best AI voice agents for financial advisors?
The best AI voice agents sound natural and qualify leads in real time. They integrate with your CRM and keep calls compliant. Olivia AI offers all of this. It also handles 100 simultaneous calls and records every conversation.
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Olivia AI assists you with much more than merely following up with your leads and nurturing them. It covers all the departments in your company.
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