An AI Voice Agent Serving Finance
Answer every call, qualify every prospect and support every client — automatically, in complete confidentiality.
Financial advisors, planners, brokers and financial institutions across Canada miss opportunities with every unanswered call. Our AI voice agent responds instantly, qualifies prospects, schedules appointments and provides basic information — without compromising confidentiality or overloading your team. A professional, secure service, 24 hours a day — PIPEDA-compliant.
Benefits for Your Industry
Discover how our AI voice agent transforms your industry
Intelligent Appointment Booking
Your AI voice agent schedules appointments directly in your calendar based on availability and the type of consultation requested. Clients choose the slot that suits them without calling during business hours.
Automatic Prospect Qualification
The agent collects essential information about the prospect's financial needs: investment objectives, asset situation, time horizon and risk level. Your advisors receive pre-qualified files ready for consultation.
Data Confidentiality and Security
Our voice agent is designed to respect PIPEDA and the financial regulators in force across Canada — OSFI for federally regulated institutions, CIRO for investment dealers and mutual fund dealers, plus provincial regulators (AMF in Quebec, FSRA in Ontario, BCFSA in BC, ASC in Alberta). No sensitive financial data is unnecessarily retained and all communications are encrypted.
Request and Complaint Tracking
The agent manages portfolio tracking requests, statement questions, complaints and file updates. Complex requests are transferred to the appropriate advisor with full context.
Professional Bilingual Service
Welcome your clients in English and French with a professional tone adapted to the financial sector. The agent automatically detects the caller's language and uses appropriate financial vocabulary — RRSP/REER, TFSA/CELI, RESP/REEE, mutual funds/fonds communs and more.
Interaction Reports and Analysis
Track call volume, request types, appointment conversion rates and most requested time slots. Make informed decisions about resource allocation and your practice's growth.
How It Works
A simple process to automate your communications
Financial Practice Analysis
Our experts analyze your firm or institution: types of services offered, target clientele, compliance protocols, management software used and specific prospect qualification needs.
Compliant and Personalized Configuration
We program your AI agent with your qualification scripts, availability, compliance protocols and personalized messages. The agent is trained to represent your firm with the professionalism expected in the financial sector.
Management Tool Integration
We connect the voice agent to your financial CRM, appointment calendar and communication tools. Data is synchronized in real time for a smooth, compliant workflow.
Launch and Continuous Optimization
Your voice agent is activated on your phone line. Our team monitors performance, adjusts qualification scripts and optimizes responses to maximize prospect conversion and client satisfaction.
Use Cases
Real-world scenarios tailored to your business
Financial Advisors and Planners
Automate appointment booking, prospect qualification and existing client follow-up. The agent collects key information before each consultation to optimize your time.
- Prospect qualification based on your defined criteria
- Appointment booking with consultation type selection
- Automatic appointment reminders and periodic follow-ups
- Smart transfer to the specialized advisor
Financial Institutions and Credit Unions
Efficiently manage high volumes of incoming calls. The agent directs clients to the right service, provides basic information and schedules appointments with appropriate advisors.
- Direction to the right department or advisor
- Information on financial products and current rates
- Account and transaction follow-up request management
- Appointment booking for account opening and financing
Securities Brokers
Answer market information requests, manage portfolio review appointments and qualify new prospects interested in your brokerage services.
- Prospect qualification by investor profile
- Periodic portfolio review scheduling
- Account transfer request management
- Brokerage product and service information
Convert More Prospects into Qualified Clients
Every missed call is a lost potential client. Our AI voice agent responds instantly, asks the right qualification questions and schedules appointments with your advisors. Your prospects receive immediate attention, even outside business hours, and your advisors only meet pre-qualified clients.
- Automatic qualification based on your specific criteria
- Structured prospect information collection
- Immediate initial consultation scheduling
- Automatic preparatory document sending by email
- Conversion rate tracking and continuous optimization
A Professional Service That Inspires Trust
Your AI voice agent communicates with the level of professionalism and discretion expected in the financial sector. It uses appropriate vocabulary, respects compliance protocols and conveys your firm's credibility. Your clients feel in good hands from the first contact.
- Professional tone adapted to the financial sector
- Compliance with PIPEDA and provincial financial regulator protocols (AMF, FSRA, BCFSA, CIRO)
- Secure transfer to a human advisor when needed
- Personalization based on client profile and history
- Available 24/7 for clients in different time zones
What Our Clients Say
Real results shared by businesses like yours
« The AI voice agent transformed my practice. It qualifies my prospects before every appointment and I now only meet serious clients ready to invest. My conversion rate doubled and I gain over 10 hours per week in administrative tasks. »
« Since implementing the voice agent, we handle 300 more calls per week without additional hiring. Our members are quickly directed to the right service and our advisors focus on high-value meetings. An indispensable tool. »
Frequently Asked Questions
Other Industries
Explore our solutions for other sectors
Modernize Your Financial Firm's Reception
Join financial advisors and institutions across Canada using our AI voice agent to offer professional phone service, qualify more prospects and never miss a call again.