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AI receptionist for financial advisors
For advisors who should be in the review meeting, not watching the phone.
You are walking a retired couple through their income plan when a referral calls about a first meeting. Tactly answers, books the intro, and lets you finish the review.
- TactlyLarkspur Wealth Planning, I'm the virtual assistant and this call may be recorded. How may I help?
- CallerHi, this is Annette. My sister works with you and said I should call about retirement planning.
- TactlyThank you, Annette. I can set up an introductory meeting with one of our planners. I can't discuss investments myself, but they will. Does a video call or an office visit suit you better?
- CallerOffice visit, please.
- Looking up open intro times
- TactlyMonday at 9:30 or Wednesday at 1:00 are open. Which would you like?
- Booked: Intro meeting, Mon 9:30 am
Can an AI receptionist work for financial advisors?
Tactly is an AI receptionist for financial advisors and planners. It answers in your practice's name, describes your services and who you work with from your notes, and books introductory meetings into open times on your calendar. It never discusses investments, markets, accounts or performance, and gives no financial advice. During hours it can transfer clients to a named number such as your service associate, and every call is emailed with a transcript.
The problem
Missed calls are missed work.
Most new relationships start with a referral who calls once. If that call goes to voicemail, the prospect assumes you are too busy for them and calls the other name their friend mentioned. A first impression in this business is built on being reachable.
Small practices often run with one advisor and one associate, and both spend much of the day in meetings. Tactly gives every caller a prompt answer and a next step, while staying well away from anything a compliance officer would worry about.
Calls it handles
The calls financial advisors get every day.
Referral wants a first meeting
Tactly asks who referred them and what prompted the call, then books an intro meeting into an open time on your calendar.
Client needs the team
During hours it transfers to the named number you choose, such as your associate. After hours it takes a detailed message.
Questions about fees and services
It answers only what you wrote, such as planning-only engagements or minimums you are comfortable sharing, and nothing more.
Market worries
A nervous client asking what to do is told an advisor will follow up. Tactly records the concern and offers a meeting.
Setup tips
What to put in your notes.
Tactly answers only from what you tell it. These are the lines that matter most for financial advisors.
- Describe the clients you serve and the services you offer in plain words, and say which callers should be referred elsewhere.
- Add a firm instruction that Tactly must not discuss investments, accounts or markets, and should offer a meeting instead.
- Name your transfer numbers clearly, such as Client Service and Advisor, with a note on which calls belong on each.
Plans for financial advisors
Starter
$49/mo
For a solo owner who mostly needs the missed calls covered.
- 100 AI-answered minutes a month
- Then $0.35 a minute
- Every feature included
- Most popular
Pro
$99/mo
For a busy shop that wants nights, weekends and lunch rushes handled.
- 250 AI-answered minutes a month
- Then $0.29 a minute
- Every feature included
Growth
$199/mo
For a team that sends a large share of its calls to the receptionist.
- 600 AI-answered minutes a month
- Then $0.25 a minute
- Every feature included
FAQ
Questions, answered
Will Tactly talk about a client's portfolio?
No. It cannot see accounts and never discusses investments or gives financial advice. It takes a message or books a meeting.
Can calls be recorded for our records?
Tactly says the call may be recorded, and every call is saved with a summary and full transcript that is emailed to you.
Can prospect details reach our CRM?
Tactly can send each finished call to Zapier or any https webhook, so details can be passed to the CRM you already use.
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Stop sending callers to voicemail.
Set up your receptionist, make a free test call from your own phone, and switch it on when it sounds right.