Missed calls mean missed revenue.
Every time a call goes to voicemail, your competitors win. Here's what it costs your industry.
of prospects choose the advisor who responded fastest
average AUM of a missed prospect call
of client service calls are routine and AI-handleable
more consultations booked with 24/7 answering
How Agent IA Vocal helps.
Prospect intake
AI captures prospect name, contact, investable assets, and investment goals — without providing regulated advice.
Client scheduling
Existing clients schedule reviews, annual meetings, and check-ins without staff involvement.
Routine service calls
Password resets, statement requests, and address changes are triaged and routed appropriately.
Compliant handoffs
The AI never provides investment advice or product recommendations. It flags and routes sensitive inquiries immediately.
After-hours coverage
Market events happen at night. Client calls spike. AI handles the influx and schedules callbacks.
Estate and beneficiary inquiries
Sensitive inquiries are routed with appropriate urgency to licensed representatives.
Where it delivers the most value.
After-hours and weekend coverage
Capture every call that comes in after your team has gone home. Most missed-revenue calls happen between 5 PM and 10 AM.
- ✓Answer evening, weekend, and holiday calls
- ✓Book appointments for the next business day
- ✓Capture full lead details — name, contact, intent, urgency
- ✓Send a confirmation email/SMS to the caller automatically
Daytime overflow and peak hours
Stop sending callers to voicemail when your team is on the phone. The AI picks up overflow calls in parallel — no more dropped leads.
- ✓Answer every call when staff are busy with another caller
- ✓Handle 100+ simultaneous calls with no degradation
- ✓Triage urgent calls and warm-transfer them to the right person
- ✓Route routine calls to self-service or scheduling
New customer intake and qualification
Qualify every new lead with structured intake questions before it ever reaches your team — only warm, ready-to-buy callers reach you.
- ✓Run a custom intake script tailored to your business
- ✓Score leads by budget, timeline, fit, and intent
- ✓Sync qualified leads to your CRM with full transcript
- ✓Auto-schedule consultations for high-score leads
Live in 2-3 days. ROI in week one.
Forward your number
Point your existing phone number to Agent IA Vocal. No hardware or equipment changes required.
We train your AI agent
Our experts configure industry-specific call flows, compliance rules, and your business details.
Integrate with your tools
We connect the agent to your CRM, calendar, EHR, or scheduling software so every call flows where it should.
Go live in 2-3 days
Your AI answers every call, books appointments, qualifies leads, and updates your systems — automatically.
Real results, in their words.
Everything you need.
Nothing you don't.
Every plan ships with the full feature set below — no upsells, no add-on tiers. Built specifically for financial services workflows.
What our clients say.
"Masdouk and his team worked with me step by step. His experience helped reshape our project to better suit my needs. He is always friendly and takes time to explain what is needed and delivered. Strongly recommend to any business owner looking to automate their calls!"
"Delivered an incredible product. Did everything exactly as we discussed, super fast and amazing. Would highly recommend for anyone looking to build any type of automation. The quickness to respond has been so helpful."
"Masdouk truly EXEMPLIFIES excellence in software management! His professionalism, attention to detail, and strategic business planning shone through. Highly recommended!"
Frequently asked questions.
Other industries we serve.
Explore how Agent IA Vocal works for other sectors.