Financial advisor answering service with appointment setting

Smith.ai's financial advisor answering service takes calls and sets appointments. Our bilingual virtual receptionists work 24/7 so you never miss a lead.
Male finance professional meets with female client

Incoming calls are unpredictable

Calls come in and there isn't always someone available to take the call, especially for finance professionals. Our answering service for financial advisors intake prospective clients calls, book new consultations, and log details in a CRM like Wealthbox.

Get work done while we handle the calls

There's simply too much to do as a financial advisor. And you can't delegate your billable work: financial planning. Hand off "the rest" to our receptionists. While you're busy meeting with potential customers or making urgent calls, our virtual receptionist can capture and screen incoming calls, schedule appointments, and more! Use our live answering service to make sure you're not missing out on a potential client or, even worse, neglecting an existing client.

We provide 360-degree coverage to manage both your inbound and outbound customer engagement.

Powerful call intelligence gives your business the lead

Make better business decisions with real-time call data, visualized in every Smith.ai client dashboard. Every call summary is enriched with 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.

Outreach calls and campaigns speed-up sales and support

Smith.ai receptionists make calls on your behalf, improving your speed-to-lead and unburdening staff who need to reach out to clients. We'll call-back online leads who complete web forms, contact donors for donation renewals, chase down payments on unpaid invoices, and more. We'll even send follow-up emails and texts after every call to ensure a connection is made. Learn more.

of consumers expect an immediate response to a sales inquiry
of lead generation budgets are wasted on leads who are never contacted
of marketing leads never convert into sales
of customers who receive excellent service spend up to 14% more

Capture more leads with Live Chat & texts

New leads looking for financial services come to your website with questions. With Smith.ai 24/7 Live Chat, we respond in seconds to turn website visitors into qualified consults. Plus, we answer texts, too.

Get the most out of Smith.ai

Outreach Campaigns
Where we reach, engage & qualify leads to build your book of business. 
More about Outreach Campaigns
Web Chat
The best channel for sales, service & support by utilizing bots, humans, or both.
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Trusted by 3,000+ businesses

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4.6 stars
“Smith.ai is a fantastic service which allows me to focus on my clients without the distraction of unwanted spam and sales calls.”
Greg Meyer
New Wave Financial Services

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Improve customer experiences with 24/7 engagement. We offer features and pricing for organizations of all sizes.
  • North America-based agents
  • Best-in-class AI technology
  • Live-staffed website chat
  • Bilingual services
  • Sales development & outreach
  • Rich call intelligence
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We play well with your software

Calls, chats & appointments are automatically logged in your systems. Real-time syncing with over 5,000 integrations.
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end-to-end integrations

We play well with your legal software

All activities — from calls and chats to appointments and payments — logged in your firm's preferred software.
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Affordable plans for every budget.