What kinds of financial advisory practices do you work with?
Independent financial advisors and small advisory practices with a recurring client base who text about reviews, documents, and account questions rather than shop around for a new advisor.
What does the free intro call involve?
Thirty minutes on how enquiries actually reach your financial advisory practice and how many go unanswered. There is no pitch, and if the gap turns out to be small you will hear that instead of a proposal.
Do I need to know anything about AI?
No, and you never have to touch it. Everything gets explained in words you already use, because the setup is a conversation about your financial advisory practice rather than about software.
How much does it cost?
Your first month is $67, offer ends soon, then $297 a month for one channel, priced around your financial advisory practice's message volume rather than per minute like a call answering service. You can cancel at any point.
Will clients know they are talking to a bot?
It's built to reply the way a real person would text back: short, plain, no walls of AI-sounding text. Some clients will still work it out, and they generally mind far less than owners expect, because what they wanted was an answer at ten at night. It hands off to your team the moment a conversation goes past what it should handle.
Does it replace my front desk?
No, and anyone telling you otherwise is overselling it. It takes the repetitive first exchange off your team so they can deal with the client in front of them.
Do we have to change our software or socials?
It sits alongside what you already run, connecting to whichever channel your clients message you on, Instagram, Facebook, WhatsApp, SMS or website chat, so nothing about your existing accounts or software changes.
Do you just set it up and disappear?
You deal with the same person who learned your financial advisory practice on day one, not a support queue, and it gets adjusted as your hours, prices and services change.
