AI Employee for Financial Advisors

A Retiree With $2M Called.
You Were Busy. They Called Someone Else.

Financial advisory is a relationship business, but the first interaction is almost always a phone call. If that call goes to voicemail, the prospect assumes you're too busy for them. Voxx answers every call, qualifies every prospect, and books consultations 24/7.

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$7 Trial

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The Pain: High-Value Prospects Won't Leave Voicemails

You're Always in Meetings

Client reviews, planning sessions, portfolio discussions — your calendar is full. Inbound prospect calls go unanswered during your most productive hours.

Affluent Prospects Expect Professionalism

A high-net-worth individual expects a premium experience from the first call. Voicemail signals a one-person shop that can't handle their wealth.

Referrals Call Once

When a CPA or attorney refers a client to you, that client calls once. If they don't reach someone, the referral relationship erodes.

Voxx: Your AI Client Services Associate

Prospect Qualification

Voxx asks your qualifying questions: investable assets, financial goals, current advisor relationship, timeline. High-value prospects get flagged for immediate follow-up.

Consultation Scheduling

Voxx checks your calendar and books discovery calls, portfolio reviews, and planning sessions directly. No back-and-forth scheduling emails.

Existing Client Routing

Voxx recognizes existing clients and handles routine requests (statement inquiries, meeting rescheduling) or warm-transfers urgent calls to you with full context.

CRM Integration

Voxx syncs with Wealthbox, Redtail, Salesforce, or your CRM. Every interaction is logged, every lead is tracked, and nothing falls through the cracks.

How It Works for Financial Advisors

Step 1

Set Up Your Practice Profile (15 min)

Define your services, minimum investable assets, qualifying questions, and calendar availability.

Step 2

Set Your Brand Tone

Voxx adapts its conversational style to match your firm's voice — authoritative, warm, consultative. Your callers get a premium experience.

Step 3

Go Live

Route calls to Voxx when you're in meetings, after hours, or on weekends. Focus on serving clients while Voxx handles the phone.

Step 4

Grow Your Practice

Dashboard shows prospect call volume, qualification rates, consultation bookings, and lead conversion metrics.

The AUM Math

Average new client AUM: $500K–$2M. Annual revenue at 1% fee: $5,000–$20,000/year. Average client tenure: 10+ years.

One captured prospect per month that would have gone to voicemail represents $50,000–$200,000 in lifetime revenue.

Hire Your Financial AI Employee

Listen to a sample call

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Frequently Asked Questions

Does Voxx handle calls with financial compliance requirements? +
Voxx never provides financial advice or makes investment recommendations. It handles scheduling, general firm information, and call routing while maintaining the professional discretion your clients expect.
Can Voxx schedule different meeting types — reviews, onboarding, planning? +
Yes. Voxx distinguishes between annual reviews, new client onboarding, financial planning sessions, and urgent portfolio discussions, booking the correct appointment type and duration.
How does Voxx handle calls from existing high-net-worth clients? +
Voxx recognizes returning callers, greets them by name, and routes priority clients directly to their advisor. After hours, it takes detailed messages and flags urgent matters for immediate follow-up.

Ready to Stop Missing Calls?

Set up in 20 minutes. Predictable pricing with included minutes. Every call answered 24/7.

Start Your $7 Pilot Call (866) 688-1195