Professional services
AI receptionist for financial advisers
The short answer
Last updated
Calls we handle
Calls financial advisers get, answered.
Answered day or night, with the caller's details sent straight to you.
- New-client discovery meeting requests
- KiwiSaver fund or switching questions
- Retirement or investment planning enquiries
- Annual review scheduling
- Clients worried during market volatility
- Paperwork and transaction status
- Complaints
Urgent calls
Escalated to you.
These don't wait for the end-of-call summary. You're told straight away.
- Suspected fraud or scams on client accounts
- Vulnerable or distressed clients
- Time-sensitive transactions
- Formal complaints
Software
Works with Calendly, HubSpot, Morningstar AdviserLogic, Trail and more.
Calendly
Books directlyYes. FirstVoice connects to Calendly, checks your real free times and books the caller into your Calendly event during the call.
How it connects to CalendlyHubSpot
Books directlyYes. FirstVoice connects straight to HubSpot, finds or creates the contact, logs every call and books meetings through your HubSpot scheduling page.
How it connects to HubSpotMorningstar AdviserLogic
Connects via automationWe can create and update AdviserLogic client records and diary events through our Zapier automation; there's no direct AdviserLogic API for real-time availability checks.
How it connects to Morningstar AdviserLogicTrail
Works alongsideTrail has no published API or Zapier app — its integrations page lists only email sync and marketing tools, so FirstVoice would work alongside it with a texted summary.
How it connects to Trail
Also: Adviser CRM, Iress Xplan.
What a missed call is worth
Typical prices for financial advisers in NZ.
Rules we script around
Regulations for financial advisers.
General information, not legal advice.
- FAP licensing, seven-year record keeping, internal complaints process and the outsourcing condition.Source
FAQ
Financial advisers: questions.
What does FirstVoice do with urgent calls for financial advisers?
It follows the urgent-call rules you set and flags those calls to you straight away, or transfers them live on Growth and Scale. For financial advisers that usually means calls like suspected fraud or scams on client accounts, vulnerable or distressed clients and time-sensitive transactions. Life-threatening emergencies are directed to 111.
Does FirstVoice work with Calendly?
Yes. FirstVoice connects to Calendly, checks your real free times and books the caller into your Calendly event during the call. It also works with HubSpot, Morningstar AdviserLogic, Trail and Adviser CRM.
How much does an AI receptionist cost for financial advisers?
Starter is $297 a month with calendar booking and setup included.
Free 2-week trial for financial advisers
Try it free for two weeks, on your real calls.
We set everything up for you and connect it to your calendar and the tools you already use. Then it answers your real customers for two weeks. No credit card, nothing to pay. If it's not for you, walk away.
- 01We build it for youYour greeting, your questions, your prices and your booking rules. You don't touch a thing.
- 02Connected to your systemBookings go into your calendar or job system, and summaries come to you by text or email.
- 03Live on your real callsForward your number and it answers your customers for real, day and night, for two weeks.
- 04No card, no costYou don't pay anything for the trial. Keep it after that from $297 a month, month to month, or walk away.