Every Missed Call is a Client Looking for Someone Else
Handle client inquiries, qualify leads, route urgent matters, and book advisor appointments automatically —24/7, without your team managing routine call volume.
The Problem
Where Client Experience
Breaks Down
Handle client inquiries, qualify leads, route urgent matters, and book advisor appointments automatically 24/7, without your team managing routine call volume.
Problem
Potential clients call outside business hours
Advisors spend time on routine policy and account questions
Inbound lead calls are not properly qualified before reaching advisors
Reality
Goes to voicemail. They search for another advisor or firm and make a decision before morning.
High-value client time is consumed by calls that an AI could handle leaving less time for actual advisory work.
Advisors engage with every inquiry regardless of fit — wasting time on callers who are not ready or not relevant.
Success Stats
Where Client Experience Breaks Down
Client Calls Managed
AI-powered reception for handling high volume inquiries across financial advisors and institutions.
Advisor Hours
Routine inquiries handled automatically freeing advisors to focus on clients and revenue.
Process
How Audiva Works for Financial Services
Audiva answers every call instantly, identifying clients, prospects, or urgent needs.
It handles routine queries and gathers key details from new prospects.
High-value calls are routed to the right advisor with a full summary.
Features
Features Specific to Financial Services
Built for relationship driven financial services and advisor workflows.
Protects advisor time while capturing more qualified leads.
Ensures every client inquiry is handled no calls missed.
After-hours inquiry handling
Audiva answers every call, 24/7
Routine inquiry management
Handles common queries reducing advisor call volume
New prospect qualification
Collects key details before routing to advisors
Advisor appointment booking
Books meetings instantly no scheduling back-and-forth
Urgent matter escalation
Routes urgent calls instantly to the right advisor with full context
Claims inquiry handling
Captures claim details for immediate handoff to the claims team
Warm transfer with call summary
Advisors get full caller context before the conversation begins
Case Study Tutorial
From Setup to Client Inquiry Conversations in Minutes
Streamline your firm's client communication with an AI receptionist built for financial services. Once configured, your AI assistant answers every client and prospect call, handles routine inquiries, qualifies new leads, and routes complex matters to the right advisor all automatically, 24/7.
(WE WILL ADD A RECORDED DEMO FOR FINANCIAL SERVICES IN THE VIDEO BOX)
"Our advisors were spending 40% of their day on routine policy questions. Audiva handles all of that now. Our team is finally focused on clients who actually need their expertise."
Managing Director
"A prospect called at 9pm about retirement planning. Audiva qualified them, booked a consultation, and had the full intake in our CRM before we opened the next morning. That client is now worth $180K AUM."
Wealth Manager
"We handle claims inquiries across four product lines. Audiva routes every caller to the right claims handler automatically. Our clients never get transferred to the wrong team anymore."
Operations Director
Audiva Speaks Many Languages
Our platform is fully multilingual — supporting global communication across 20+ languages with native accuracy and cultural tone.
Integration
Connect Audiva with Your
Favorite Tools
Don't see your system? We add integrations based on firm requests
and publish our roadmap openly.
Security & Compliance
Built for Privacy,
Security, and Trust
Audiva is designed with strict security standards to protect sensitive data, ensure compliance, and give your team and clients complete peace of mind.
Start Free Trial Hear a Client Inquiry Demo
Start automating your calls, bookings, and follow-ups without adding extra staff or workload.
Faqs
