An AI receptionist for financial advisors
configured to keep advice with licensed people.
Books consultations, captures intake and routes advice questions to your team.
- Administrative intake only
- Books advisor consultations
- Inbound from $29/mo
Take the Call
Yourself
The fastest way to judge an AI phone agent is to be on the receiving end. Pick an agent, enter your number, and it calls you within moments.
Receive a live call and hear how it handles a real conversation.
$37k/yr
median U.S. receptionist pay — before benefits, sick days or after-hours coverage
U.S. Bureau of Labor Statistics42 hrs
average first response to a web lead in an audit of 2,241 companies — 23% never responded at all
Harvard Business ReviewSafeguards
covered financial institutions must maintain a written information-security program appropriate to their data and operations
FTC Safeguards RuleWatch the demo
Watch one get built,
then answer a real call.
Three minutes: an agent gets built from a website, taught the hours and services and given a phone number — then answers a real call and moves a booking on its own.
The short answer
AutoCallFlow's AI receptionist for financial advisors answers client calls in about two rings, books consultations, captures approved intake questions and transfers account-specific or advice requests to a licensed person. Inbound answering starts at $29 a month; automatic lead follow-up starts on Growth at $60 a month.
Illustrative call
What the workflow
can sound like.
Fictional example: A prospective client requests an introductory call with a financial advisor.
AutoCallFlow agent
Hi there, this is the firm’s AI scheduling assistant following up on your consultation request. Are you looking for retirement planning, investment management or another service?
Caller
Retirement planning. I want to understand my options.
AutoCallFlow agent
I can record that goal and book you with a licensed advisor, but I cannot recommend investments. Do mornings or afternoons suit you better?
Caller
Morning.
AutoCallFlow agent
Wednesday at 10 AM is available. Shall I reserve it and send a confirmation?
Caller
Yes.
Administrative intake captured · Advice boundary preserved · Consultation booked
What it does
Answers like a front office,
documents like a back office.
Answers client calls around the clock
The AI phone agent picks up in about two rings — before markets open, through tax-season crunch, two calls at once — and greets callers by your firm's name.
Keeps advice outside its configured scope
The agent is configured to answer administrative questions from your approved knowledge base and route account-specific or advice requests to a licensed or appropriately registered person.
Creates reviewable call records
When recording is enabled, calls produce a recording and transcript in your dashboard; the Pro plan provides 12-month retention for the records you choose to keep.
Books consultations directly
AutoCallFlow connects to Google Calendar and Calendly, offers real open slots and confirms the meeting before the caller hangs up.
Transfers what it shouldn't handle
Account-specific questions, urgent matters and requests for an advisor can be warm-transferred with a summary, reducing how much context the client needs to repeat.
Syncs callers to your CRM
HubSpot and Google connect directly. Other CRM workflows are scoped during onboarding so supported caller details and meeting outcomes reach the right record.
Works with the tools you already run on.
Google Calendar, Calendly and HubSpot connect directly. Other CRM, booking, payment and phone workflows are scoped during onboarding.
Client records and call logs belong together. Google Calendar and Calendly connect directly; other CRMs are scoped per account during onboarding. Systems commonly used by financial services: Salesforce Financial Services Cloud · Salesforce · HubSpot · Microsoft Dynamics 365 · Zoho CRM · Pipedrive · Creatio · SugarCRM · Keap · Insightly. Exact read/write scope is confirmed during onboarding.
See all integrations
Prefer we build it?
Let us build your agent
— we'll contact you.
Tell us a little about your business and someone from our team will reach out to set the whole thing up.
- A review of how your calls are handled today
- A plan for what the agent should do
- A working agent, built and connected for you
Outbound campaigns
The prospect who filled your form
books with whoever calls first.
Answering client calls is table stakes. Outbound campaigns can call eligible new inquiries, confirm consultations and run review-season reminders from the Growth plan up. Configure the agent for administrative intake and route advice requests to a licensed or appropriately registered person.
01
A new inquiry lands
A form fill, a referral or a new contact in your CRM — AutoCallFlow picks it up automatically.
02
It calls back in minutes
The agent dials while the lead is still deciding, inside the calling hours you set.
03
It asks and answers
Your intake questions — goals, timeline, what they’re looking for — captured precisely, with advice questions becoming messages for an advisor.
04
It books and logs
The appointment goes into your calendar. The outcome lands in your dashboard; recording, transcript and CRM write-back follow the settings and connections enabled for your account.
Campaigns it runs
New inquiries get a professional callback in minutes, while choosing an advisor is still an open question.
- Triggered by new leads in your CRM
- Books the consultation into your calendar
- Recording and transcription when enabled
Confirm tomorrow’s meetings so advisors stop holding hours for prospects who forgot.
- Confirms upcoming consultations
- Reschedules on the call when plans change
- Texts a confirmation after the call
Annual review lists get worked by phone, and clients leave the call with a booked slot instead of a voicemail.
- Calls from the client list you upload
- Books reviews into each advisor’s calendar
- Leaves a message and moves on when nobody answers
Campaign run
LiveLead follow-up
Outbound campaigns and automatic lead follow-up are included from the Growth plan ($60/mo). You set the calling window, approved administrative scope and escalation rules; your firm remains responsible for supervision and review.
Beyond the phone line
The same AI agents,
answering on WhatsApp.
Meet your customers where they text: automated responses, appointment reminders and instant answers to common questions, directly on WhatsApp.
How it works
Live before
your next missed call.
01
Tell it about your firm
Paste your website and the questions it may answer, pick a voice, set booking and transfer rules. The Autoflow setup assistant builds the first version with you — about 10 minutes.
02
Connect a phone number
Get a new local number, or keep your main line and forward it — direct SIP connection works too, no porting needed.
03
It starts answering
From the first ring it can book, transfer and take messages. Completed calls produce an outcome in your dashboard; recording and transcription are available when enabled.
The alternatives
In-house staff, a service,
or an AI phone agent.
| In-house staff | Answering service | AutoCallFlow | |
|---|---|---|---|
| Monthly cost | $3,000+ in wages alone | Often usage-based; provider terms vary | $29/mo includes 60 min; usage after |
| Coverage | ~40 hrs/week, minus sick days | Depends on the service contract | 24/7 availability within plan capacity |
| Simultaneous calls | One at a time | Depends on contracted staffing | 2–15 lines by plan |
| Record of each call | If someone writes it down | Depends on provider scope | Completed-call outcome; recording when enabled |
| Knows your firm | After weeks of training | Reads from a script | Trained on your site & FAQs |
| Time to start | Weeks to hire and train | Provider-dependent onboarding | About 10 minutes for a basic agent |
Staff cost benchmark: U.S. Bureau of Labor Statistics Occupational Outlook, receptionist median ≈ $37,000/year before benefits. Answering-service pricing and scope vary by provider and contract.
Work out what your
missed calls cost you.
Your numbers
After hours, on a job, already on the phone.
One job, or a first visit if they come back.
Of the callers who got through instead of voicemail.
Recovered every month
$5,600
65 missed calls a month · about 16 jobs you aren't getting
Over a year
$67,200
A receptionist costs
$3,000/mo
An estimate from the numbers you entered, not a guarantee.
Don't read the reviews. Watch them.
“Dropped voicemails to 2300 leads… we got 87 call-backs!”
— Dustin R.
“Within 2 days, I had 9 call-backs. 2 of those deals are closing this week!”
— Amara S.
“We get more responses, better conversations, and it costs way less.”
— Malik A.
“You'll be booking way more showings and spending less time chasing.”
— Isabella C.
“We only talk to people who actually call back, already warmed up.”
— Steven L.
Pricing
Published monthly plans,
with usage priced clearly.
Start on Starter to prove it on one line. Pro adds 12-month retention, caller history and controls intended for regulated workflows; required agreements, configuration, supervision and customer procedures remain separate.
Starter
$29/mo
One agent answering one number, around the clock.
- 60 minutes included, then $0.22/min
- 1 phone number · 2 concurrent lines
- Booking, AI summaries & transcripts; recording when enabled
Growth
$60/mo
More lines, more agents, plus outbound follow-up.
- 220 minutes included, then $0.20/min
- 2 numbers · 6 agents · 5 concurrent lines
- Outbound campaigns & automatic lead follow-up
Pro
$150/mo
Caller memory and controls for regulated workflows.
- 360 minutes included, then $0.18/min
- 3 numbers · 15 agents · 15 concurrent lines
- Caller memory · regulated-workflow controls
Every plan supports around-the-clock answering within its configured capacity. Enterprise adds custom minutes and unlimited agents; extra minute bundles start at $0.12/min. Full pricing details
Start freeQuestions & answers
Asked before
you buy anything.
When recording is enabled, calls produce a recording and transcript in the dashboard; Pro provides 12-month retention. Your firm must decide when recording is lawful, which communications must be retained and how supervisory review should work for its registrations and jurisdictions.
Your phone is ringing
right now, somewhere.
Every call that goes to voicemail is a job someone else is about to get. Put something on the end of the line tonight.
Free to start · no credit card · keep your existing number