Every missed call is a lost client. Every delayed response means revenue walking to competitors. Frontdesk AI answers calls 24/7, schedules consultations, qualifies prospects, and nurtures leads—all while you focus on advising.
For Investment Advisors
Incoming Call...
Prospective Client
"Hi, I'm interested in portfolio management services. Can I schedule a consultation?"
AI Receptionist
"Absolutely! Alex has availability this Thursday at 2 PM or Friday at 10 AM. Which works better for you?"
✓ Consultation Booked • Thursday 2 PM
High-net-worth prospects call after hours, consultations get no-shows, and your team can't keep up with market updates. Every missed call is a six-figure client lost to a competitor.
A high-net-worth prospect sees market volatility at 9 PM, calls to discuss portfolio rebalancing, and gets voicemail. By morning, they've already engaged with a competitor who answered immediately.
While you're in a client consultation, three more calls come in. New client inquiries, portfolio reviews, market volatility questions—you can't be everywhere at once. Prospects get frustrated waiting, and you lose deals.
You clear your calendar, prep the financial plan, and wait. They don't show. You send one follow-up email that gets ignored. That's it—they're gone. No second chance, no recovery, just wasted time and another lost relationship.
One AI workforce that handles every touchpoint—from first inquiry to onboarded client
Prospects visit your website at any hour. Frontdesk Chat answers instantly, qualifies leads, assesses investment goals, and books consultations—all without human intervention.
Every call is answered instantly—account inquiries, consultation requests, document questions. The AI understands context, creates service requests, schedules follow-ups, and escalates to advisors only when needed.
When prospects no-show consultations, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their investment goals, and books a new meeting—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, service request—automatically creates and updates profiles in your CRM. No manual data entry. No missed information. One complete view of every prospect and client.
Orchestrate the entire prospect journey across email, voice, SMS, and web. Automatically coordinate follow-ups, reminders, and nurturing sequences based on behavior and engagement.
Coming Soon: Automatically send personalized, context-aware emails at optimal times. Pre-consultation confirmations, reminders, follow-ups, and nurturing sequences—all orchestrated by Marketing Automation.
Smart client onboarding forms that pre-fill from CRM data and guide prospects through completion. When forms are submitted, they automatically trigger outbound automation sequences for qualification and account setup workflows.
Live Demo
No sales pitch. Just our AI answering your call, answering questions, and trying to book you.
Get a complete AI team for your investment advisory firm. Each agent handles different tasks—answering calls, scheduling consultations, handling client requests. They work together 24/7 to convert more prospects into clients faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles investment inquiries, books consultation appointments, and creates client service requests automatically.
Qualifies investment leads, answers questions about services and fees, explains investment strategies and portfolio management instantly. Books consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, market update reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep prospects engaged and clients informed.
Pre-fills client onboarding forms from CRM data. Guides new clients through financial information, investment objectives, and risk tolerance assessment. Triggers automation workflows when submitted.
Automatically reaches out to prospects at the right time. Makes outbound calls to no-shows, sends personalized SMS follow-ups, and emails nurturing sequences. Coordinates all outbound channels to recover lost opportunities and keep prospects engaged with your firm.
Handles two-way SMS conversations with prospects and current clients. Sends consultation confirmations, portfolio review reminders, and answers questions about investment strategies and market updates via text—98% open rate.
Lets website visitors speak directly to your website about investment services. Click, talk, get answers about portfolio management, fees, and financial planning—no typing required. Perfect for mobile users exploring investment options.
Automatically updates your Frontdesk CRM with every interaction. All your AI agents feed prospect and client data in real-time—no manual imports, no data entry. Every call, text, and interaction is organized by prospect stage, client tier, and opportunity status.
Clients don't submit service requests—they just call or text. Your AI recognizes client needs (portfolio review, account questions, document requests, etc.), creates tasks, triages by priority, and notifies the right advisor or team member automatically.
Watches every conversation and alerts you when it matters. If a prospect expressed concerns, if a client requested urgent assistance, if a high-value consultation was booked—you know instantly.
Follow one prospect from phone call to signed client—see how every system works together
Alex calls at 2 AM from overseas. The AI answers instantly—no voicemail, no missed call, no waiting until business hours.
As Alex talks, the AI captures everything: name, phone, portfolio management interest, $500K inheritance, immediate timeline. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books the consultation. Instant confirmation—no waiting.
The moment the meeting is booked, the system springs into action. Confirmation emails, reminder texts, follow-ups, and intake forms—all happening automatically.
Alex's phone buzzes. It's a confirmation email from you—sent automatically by the AI Email Agent (coming soon). She reads it, feels reassured, and goes back to browsing. Meanwhile, a reminder email is already scheduled for Friday. No one had to remember to send it.
Saturday morning, Alex is traveling for work. She completely forgot about the meeting. You're at your desk, see the missed appointment in your CRM, and mark it as "No-Show." That's it. One click. The system takes over from here—you don't have to think about what to do next.
The moment you mark Alex as a no-show, the system springs into action. It remembers everything: the 2 AM phone call, her portfolio management interest, her $500K inheritance. Recovery calls get scheduled automatically. Follow-up emails are queued. The entire recovery process starts—you don't have to think about it.
Alex's phone rings. It's the third call from your AI. She's finally free—just finished a client meeting. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Saturday. Would you like to reschedule?" Alex says yes, picks a new time, and hangs up. The calendar updates automatically. No one had to do anything.
Alex shows up for the rescheduled consultation. She's impressed with your strategy. You mark it complete in your CRM. The moment you click "Complete," the system springs into action: post-meeting follow-up emails get queued, the onboarding paperwork is ready to send, and engagement workflows begin. All happening automatically—you're just building the relationship.
Alex just finished the consultation. She's walking to her car when her phone buzzes. It's the onboarding form from Frontdesk Forms—already filled with her name, email, and investment goals discussed. The AI guides her through financial information and risk assessment right on her phone. When she submits it, you're immediately notified. The client onboarding process begins automatically—all without you lifting a finger.
Alex is at work, thinking about her investment plan. She has a question about the fee structure. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and onboarding, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all questions answered, Alex signs the advisory agreement. The system automatically sends welcome emails, account setup instructions, and portfolio monitoring notifications. Alex is officially your client.
Alex just received her first portfolio update. She has questions: "How do I access my online portal?" "What's the rebalancing schedule?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
The market drops suddenly and Alex is concerned. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands her worry, provides reassurance based on her risk profile, and flags it for advisor review Monday morning. Alex doesn't have to wait for business hours or panic alone. She just describes her concern, and it's handled.
There's a market outlook webinar this Thursday. Alex gets notified automatically—email, text, or both, your choice. The system sends client announcements, event reminders, market updates, and educational content. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex adds $150K more to her portfolio. She had a great experience—questions were answered instantly, concerns were addressed immediately, and she felt supported. The same AI that helped her find your firm kept her engaged as a client. That's the full journey: prospect to client to loyal advocate.
Everything you need to know about using Frontdesk for your advisory practice
Yes. The AI answers calls 24/7, qualifies prospects, discusses available services, and books consultations—all while your team is off. No more missed opportunities from anxious investors calling late.
The AI schedules portfolio reviews automatically, collects all necessary details (account status, review preferences, urgency), and routes them to the appropriate advisor. Urgent market-related concerns can be escalated immediately.
Yes. The system automatically sends confirmation emails and reminder texts before meetings. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed consultations.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books consultations instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive onboarding documents that are pre-filled with their info from the CRM. The AI guides them through investment objectives and risk tolerance questionnaires. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Salesforce, Redtail, Wealthbox, and others. All data syncs automatically—prospects, consultations, client records, and service requests.
Absolutely. The AI knows all your advisors, their specialties, availability, and service offerings. It can route calls based on expertise, handle firm-wide inquiries, and manage multiple team members simultaneously.
The AI handles client inquiries 24/7, verifies client identity, and provides general reassurance during market volatility. For urgent portfolio concerns, it immediately escalates to your on-call advisor.
Pricing is based on your practice size and call volume. Most firms see ROI within the first month from reduced no-shows and increased client conversions. Contact us for a custom quote.
Stop missing consultation requests at 2 AM. Start booking qualified prospects while you sleep.
Capture calls and appointments 24/7, even outside of business hours. Setup in minutes, keep your existing number.
Your AI Receptionist will understand everything about your business and services. This means that it can answer complex questions from callers easily.
Your AI phone receptionist can intelligently text the caller custom links during the conversation. For example, if the caller asks to schedule an appointment, the receptionist can text them your Calendly link.
The simplest solution on the market. Create, purchase, and publish your AI Receptionist in just five minutes. You can even update your receptionist's knowledge base or greeting phrase anytime
View call transcripts, text history, and voicemails directly from your admin dashboard. Export phone numbers of callers for targeted promo.
Answers calls 24/7 with a human-like voice.
Reaches out via SMS and replies to incoming text messages.
Choose your size, color, and voice. Then, embed your receptionist in your website.
Supercharge your existing booking system with our AI virtual receptionist. No limits.
"Since launching (Frontdesk) full time, we’ve fielded over 400 calls, qualified 80 leads, and helped us close over $800,000 in new home sales within just six weeks."
"In the first five days using AI (Frontdesk) outbound program, Acura of Auburn generated $30,000 in new revenue; a record month for the dealership."
"We get about 400 calls a week, and before (Frontdesk) the phones rang all day long. Around 80% of callers hit zero, so someone was always stuck directing calls. Now only about 20% reach our operator. The phones are quiet, the team can focus, and both offices are much calmer."
"(Frontdesk) ended up transforming our entire office. We went from a 20-kid waitlist to zero, we capture 100% of our referral opportunities, and we’re saving hours every single day."
"(Frontdesk) has taken a huge weight off our practice. We no longer miss calls, and I don’t have to spend time managing an answering service. The AI handles everything reliably, and I can update it in real time. it’s like having a full-time receptionist without the time burden."