Give every prospective client a polished first conversation without automating the advice they came to you for.
Configured around your rules: the answers, next steps, systems, and human handoffs you approve.
Map your workflowHow can an AI voice agent help a financial advisor?
An AI voice agent for financial advisors schedules discovery meetings, captures approved prospect details, answers basic practice information, and routes service requests. It handles the administrative work around the relationship while investment guidance, suitability, and personalized recommendations remain with a qualified human advisor.
What the agent can take off your team’s plate.
Routine conversations move forward with the right context. Your team takes over when judgment matters.
Discovery-call booking
Schedule an initial meeting, share approved preparation information, and record how the prospect prefers to be contacted.
Prospect context capture
Gather only the high-level details your compliance-approved intake process allows before a human conversation.
Client-service routing
Route callers who need forms, meeting changes, document-drop-off details, or a service-team callback.
Event and seminar RSVPs
Handle approved registration questions and record attendance or callback requests for client events.
Built around your workflow. Escalated to your team.
You set the rules, information, systems, and human handoffs before we build.
- 1
Your firm approves the questions, scripts, disclosures, data handling, and escalation rules.
- 2
Vocetto identifies whether the call is a prospect, existing client, or administrative request.
- 3
It schedules, routes, or captures the permitted details and records the context for your team.
- 4
A licensed advisor or authorized staff member takes over for advice, account information, and any regulated conversation.
Automation handles the repeatable work. Your people keep the judgment.
- It does not provide investment advice, recommendations, performance claims, or account-specific information.
- Your firm controls disclosures, recordkeeping, data access, and approved scripts.
- It routes regulated, sensitive, and advice-seeking conversations to a qualified human.
What teams ask first.
Can it book a discovery call?
Yes. It can offer the meeting types and availability your firm approves.
Can it answer account questions?
The agent should route account-specific and sensitive requests to authorized staff rather than access or interpret client accounts.
Can it follow our compliance process?
The workflow is configured around your approved disclosures, questions, records, and escalation requirements.
Map the workflow before you commit.
We will identify the conversations to handle, the actions to take, and the moments for a person to step in.
Research source
Cerulli Associates: 77% of Bank Advisors Plan to Incorporate AI into Their Practice. US private-bank and trust-company research published in 2025. Statistics describe the cited research, not Vocetto customer results.