Can it do outbound calling too?

Yes, inbound answering and outbound campaigns from one platform.

Which voice providers can I use?

Vapi, ElevenLabs, Retell, Bolna or Ultravox, managed keys or bring your own.

AI Voice Agent for Financial Advisors: Automate Your Phone Line

Q: What is an AI voice agent for financial advisors?

Software that answers and places calls in a natural voice on your number, handling qualifying prospects and booking intro meetings, answering FAQs, and after-hours capture, running on any of five providers.

An AI voice agent for financial advisors that answers and places calls on your own number, handling qualifying prospects and booking intro meetings, answerin

An AI voice agent automates the phone line for financial advisors, inbound and outbound, in a natural voice, on your own number, running on any of five providers.

What a voice agent does

It answers every inbound call, handles qualifying prospects and booking intro meetings, answering FAQs, and after-hours capture, and can run outbound campaigns that qualify and book, all metered and logged.

Why financial advisors use one

Advisors can't answer while in meetings and unqualified calls waste time. A voice agent removes the bottleneck without adding headcount.

Build once, run anywhere

Define the agent once and run it on Vapi, ElevenLabs, Retell, Bolna or Ultravox, switch engines without changing your number.

How do I build an AI voice agent?

Write a prompt, pick a voice and provider, connect your number, and go live in minutes.

Try it free

Talk to a live agent in your browser, or start free and build your own in minutes, no phone number required to test.