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24/7 AI RECEPTIONISTS
AI Receptionist for financial advisors
The AI Receptionist from Smith.ai provides intelligent call handling with human oversight for financial advisors. Our AI-enhanced professional call management works 24/7 to capture leads and schedule
Incoming calls are unpredictable
Calls come in and there isn’t always someone available to take the call, especially for finance professionals. The AI Receptionist from Smith.ai can screen calls with intelligent lead qualification, book appointments directly on your calendar, take payments securely, and escalate complex inquiries to human support when needed.
Get work done while AI handles the calls with professional escalation
The AI Receptionist from Smith.ai greets every caller professionally and captures essential financial information through structured intake questions. By collecting key information upfront — such as financial services needed, current financial situation and goals, timeline requirements, and risk tolerance preferences — the system helps identify and prioritize qualified prospects based on your advisory specialties and client capacity. Our human agents seamlessly step in when callers request to speak with someone directly or have complex inquiries that require detailed information collection and routing to the appropriate financial advisor or client services coordinator.
The most advanced and customizable call handling solution available
The AI Receptionist from Smith.ai combines cutting-edge AI technology with optional human support to deliver unmatched call handling capabilities. Unlike competitors who offer basic subscription services, we provide white-glove implementation and ongoing support to ensure your success.
What sets Smith.ai apart:
- Custom AI configuration with prompts and instructions tailored specifically to your business needs and goals
- True 24/7 coverage with intelligent call routing and seamless human escalation when needed
- Complete call handling including complex scheduling, payment processing, and sensitive conversations
- Advanced CRM integration with 7,000+ business tools and custom workflow automation
- Dedicated onboarding support with sales engineers and account managers ensuring optimal setup
- North America-based receptionists to support callers when needed
- Professional representation that adapts to your brand voice and industry requirements
Intelligent Call Analytics gives your business the lead
Make better business decisions with real-time call data from our AI receptionist, visualized in every client dashboard. Every call summary is enriched with AI-generated metadata including actions completed, caller disposition, priority, relevance, call recording and transcription, and more. See the big picture with historical tables and charts to predict business growth, costs, and ROI with superior accuracy through AI-enhanced analytics.
of consumers expect an immediate response to a sales inquiry
of lead generation budgets are wasted on leads who are never contacted
of customers who receive excellent service spend up to 14% more
Looking for 100% human-powered coverage?
While our AI Receptionist with human support delivers exceptional results for most businesses, we understand that some situations require dedicated human coverage. That’s why Smith.ai also offers comprehensive virtual receptionist plans with 100% live, North America-based agents answering your calls 24/7.
Our virtual receptionist plans provide dedicated human agents trained specifically on your business and industry.
Complete Human Coverage When You Need It
Smith.ai is trusted by 4,000+ businesses
“Smith.ai is a fantastic service which allows me to focus on my clients without the distraction of unwanted spam and sales calls.”
Read case study
TALK TO OUR TEAM OF EXPERTS
Book a consultation
Improve customer experiences with 24/7 AI-powered engagement built specifically for your business. Unlike basic AI competitors that offer one-size-fits-all solutions, Smith.ai delivers infinite customization with white-glove implementation tailored to your exact needs and goals.
- Custom AI prompts engineered for your industry, terminology, and workflows.
- Intelligent call handling with seamless human escalation.
- Native CRM integration with your existing tech stack.
- Dedicated implementation team that ensures perfect setup from day one.
END-TO-END INTEGRATIONS
We play well with your software
Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.
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View all integrations
END-TO-END INTEGRATIONS
We play well with your software
Calls, appointments, and payments are automatically logged in your systems by our AI. Real-time syncing with over 7,000 integrations.
View all integrations
Frequently asked questions
The best financial lender answering services do much more than pick up phone calls and take messages for financial lenders. At Smith.ai, we provide virtual receptionists capable of a wide range of services from calling handling, to scheduling, to lead intake, to website chat, and more. Whether you need a virtual receptionist for full-time call handling, overflow support only, after-hours, or triage, here are the answers to the most common questions we receive from financial lenders.
How does the AI Receptionist from Smith.ai improve lead capture for financial services businesses?
What are the cost benefits of using Smith.ai AI Receptionist compared to hiring an in-house receptionist?
How customizable is Smith.ai AI Receptionist for different financial business needs, and what support is provided during the setup process?
What features does Smith.ai offer to ensure they provide 24/7 client support for financial services?
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