Professional services
AI receptionist for financial advisers
The short answer
Last updated
Calls we handle
Calls financial advisers get, answered.
- 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.
- 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 directlyChecks real-time availability and books appointments directly into Calendly during the call using Calendly's public API.
How it connects to CalendlyHubSpot
Syncs every callCreates or finds a HubSpot contact and logs a call note for every call, using HubSpot's public CRM API.
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 ; inference: scripts must avoid anything that could be financial advice.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?
Checks real-time availability and books appointments directly into Calendly during the call using Calendly's public API. 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.