Financial Services Answering Service
Powered by AI.
Alice is a 24/7 financial services answering service powered by AI. When you're in client meetings or reviewing portfolios, you can't answer every call. Alice screens prospects, schedules consultations, and captures high-value leads 24/7—so you focus on clients, not calls.
Why financial advisors lose
high-value prospects.
When you're meeting with a $2M client, you can't answer a call from a potential $5M prospect. But that caller will just reach out to the next advisor on their list.
In Client Meetings
Can't interrupt for calls
- Portfolio reviews
- Planning sessions
- Quarterly meetings
Unqualified Leads
Time wasted on wrong fits
- Below minimum assets
- Not ready to commit
- Just shopping around
After-Hours Inquiries
HNW prospects research late
- Evenings and weekends
- Life events trigger calls
- Voicemail = lost opportunity
Alice is your prospect screening specialist
She answers every call, qualifies prospects against your criteria, schedules consultations, and captures high-value leads—24/7, so you focus on clients who matter.
What Alice does for your practice.
Answers Every Call
24/7 coverage means no missed prospects—even during client meetings.
Screens Prospects
Qualifies against your minimums—assets, goals, timeline, and readiness.
Schedules Consultations
Books discovery calls and portfolio reviews to your calendar.
Knows Financial Services
Understands wealth management, retirement, tax planning, and more.
Captures Key Details
Collects investable assets, current advisor status, and goals.
Instant Notifications
Get text and email summaries after every call.
Focus on clients, not cold calls.
Your time is worth $500+/hour. Don't waste it on unqualified prospects. Alice screens every caller against your criteria so you only spend time with high-value opportunities.
- Screens prospects against your minimums
- Captures investable assets and goals
- Schedules qualified consultations
- Sends instant summaries via text & email
Why financial advisors need 24/7 answering.
High-net-worth prospects don't call during business hours. They research at night and on weekends.
High-Value Clients
A single HNW client can be worth $10K+ annually. Every missed call is significant AUM lost.
Life Events Trigger Calls
Inheritance, sale of business, retirement—these happen anytime. Be available when they call.
First Impression Wins
When prospects are shopping advisors, the one who answers professionally often wins the relationship.
How it works in4 simple steps.
Train Alice on your practice
Share your services, asset minimums, and qualifying questions so Alice understands your ideal client.
Set qualification criteria
Define what makes a qualified prospect—AUM minimums, goals, and readiness—so Alice screens accordingly.
Forward calls to Alice
Point your main line to Alice so she can answer 24/7 while you stay focused on clients.
Grow AUM on autopilot
Alice screens prospects around the clock and sends you organized summaries of qualified opportunities.
Hear Alice screen a wealth management lead
Listen to how Alice qualifies a high-net-worth prospect and books a discovery call on your calendar.
Complete CalendarIntegration.
Alice handles the messy parts of scheduling. She recognizes returning customers, recalls their history, and manages every booking on your preferred platform.
Connect your preferred platform
Instant Recognition
Identifies returning callers and pulls up their previous appointment history and preferences.
Full Lifecycle Management
Handles bookings, rescheduling, and cancellations—all in natural conversation.
Automatic SMS Confirmations
Sends text confirmations to customers after every booking, reschedule, or cancellation.
Alice is Booking Appointments
Recent Activity
“Alice knew exactly what service I needed.”
“Alice handled the change seamlessly.”
“Booked for Thursday at 2 PM.”
What financial advisors are saying.
"Alice screened a $3M prospect who called during my quarterly review. That's a client I would have lost to voicemail."
"The qualification is perfect. Alice filters out the $50K prospects so I only call back the ones who meet my $500K minimum."
"I added $8M in AUM last quarter from after-hours calls Alice captured. Those prospects would have called someone else."
Frequently asked questions.
Can Alice screen potential clients?
Yes! Alice asks qualifying questions you define—investable assets, financial goals, timeline, and current advisor status. She identifies high-value prospects and filters out those who don't meet your minimums.
How does Alice handle different service types?
Alice learns your specific offerings—wealth management, retirement planning, tax planning, estate planning, or insurance products. She asks relevant questions based on the caller's needs.
Can Alice schedule consultations?
Absolutely. Alice integrates with your calendar to book discovery calls, portfolio reviews, and planning sessions. She checks availability and sends confirmation details to prospects.
What about compliance concerns?
Alice doesn't provide financial advice or make recommendations. She qualifies leads, schedules appointments, and takes messages. All investment discussions happen with your licensed advisors.
Does Alice handle existing client calls?
Yes. Alice can identify existing clients, take messages, and route urgent matters appropriately. For account-specific questions, she schedules a callback with their advisor.
Can Alice capture referral information?
Alice can ask how callers heard about you, capture referral source details, and note any referring client names. This helps you track your best lead sources.
Start small, scale as you grow
Start with a free trial. Upgrade only when AliceCalls is clearly driving value for your team.
Professional
Perfect for small businesses and solo owners.
What's included
- Unlimited minutes
- 24/7 availability
- Message taking
- Custom questions
- Custom qualifying questions
- Recognizes repeat callers
- Bilingual agent
- Customer sentiment analysis
- SMS + email notifications
- SMS call summaries
- Spam filter
- AI image analysis (Beta)
- Unlimited team members
- Dedicated phone number
- Call recordings & transcripts
Scale
For growing businesses that need Alice to take action.
Everything in Professional, plus:
- Superior noise reduction
- Advanced call summaries
- Call transfers
- Custom transfer scenarios
- Automatic appointment booking
- Automatic rescheduling & canceling
- Google Calendar integration
- Calendly integration
- Acuity Scheduling integration
- Customer SMS reminders
- Text-a-link scenarios
Growth
For complex businesses requiring advanced training.
Everything in Scale, plus:
- Smart Upselling
- Housecall Pro integration
- Jobber integration
- 2,000 Premium Minutes (Sub-1s Latency)$0.25 / additional premium minute
- Priority support
- Dedicated account manager
Everything you need. Standard.
Every AliceCalls plan includes our full suite of core technologies—no hidden fees or upsells.
Intelligence
- Alice AI trained on your business
- AI image analysis for visual context
- Custom greeting & FAQ answers
- Recognizes repeat callers
- Customer sentiment analysis
- Bilingual agent
Coverage
- Unlimited minutes included
- 24/7 availability, multiple calls at once
- Dedicated business phone number
- Spam filter
- Message taking
Platform
- Call summaries, transcripts & recordings
- Email and text notifications
- Unlimited team members
- Enterprise-grade security
Ready to grow
your AUM?
Join hundreds of financial advisors using Alice to screen prospects and capture high-value leads 24/7.