Try Pete & Gabi for yourself

or call us directly at

+1 224 445 2200

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.

The possibilities are endless.

Reach out and let’s
explore yours.

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

0 %

businesses exceed ROI expectations

0 %

faster customer responses

0 %

increase in productivity

The proof is in the performance

HEAR OUR AI CALL AGENTS IN ACTION

Play

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:

Fetch From Your Existing CRM Easy upload your contact script & list.

Pete & Gabi Deploys Calls Customize your campaign & Pete & Gabi takes the action.

Automated SMS Reminders Automated, personalized SMS for powerful engagement.

Data Written Back to CRM Outcomes, Summaries, Transcripts written back to CRM.

Send Calls via Pete & Gabi - AI Calling Agent

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.

↑ 0 x

increase in consultations booked

0 %

faster lead-to-meeting time

↑ 0 %

lift in new client acquisition

↓ 0 %

reduction in missed calls and

follow-ups

Any sector. Any industry.

Every Possibility
with Pete & Gabi

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

or call us directly at +1 224 445 2200

FREQUENTLY ASKED QUESTIONS

Can Pete & Gabi integrate with our existing CRM and loan origination systems?

Yes. Pete & Gabi integrate seamlessly with leading financial services platforms—including Salesforce and banking CRMs—through secure APIs. All prospect interactions and status updates sync automatically to your existing workflows.

How do Pete & Gabi handle complex financial products and regulatory disclosures?

Pete & Gabi are trained on your specific product offerings, pricing structures, and required regulatory disclosures. They can explain loan terms, investment options, and insurance products while ensuring proper compliance language is delivered consistently.

How do Pete & Gabi sound during actual conversations with prospects?

Pete & Gabi conduct natural, professional conversations that feel genuinely engaging to prospects. They read vocal cues, response patterns, and engagement levels, and automatically adjust tone and conversation direction in real-time.

How do Pete & Gabi handle sensitive financial information and compliance requirements?

Pete & Gabi operate with enterprise-grade security protocols including encrypted communications, secure data storage, and full compliance with financial regulations like GDPR, CCPA, and industry-specific requirements. All client conversations and financial data are protected with bank-level security standards.

How long does implementation typically take, and what's required from our team?

Most organizations are operational within 1-2 weeks of starting. Your team's involvement includes providing training on your products, services, ideal customer profiles, and brand voice during setup.

Want to learn more?

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