Every missed call is a lost client. Every unanswered question is lost AUM. Frontdesk AI answers calls 24/7, books consultations, qualifies prospects, and schedules portfolio reviews—all while you focus on growing wealth.
For Financial Advisors
Incoming Call...
Prospect
"Hi, I'm looking for help with retirement planning. Do you work with clients in their 50s?"
AI Receptionist
"Absolutely! Alex specializes in retirement planning for pre-retirees. She has availability Thursday at 10 AM. Would that work for a consultation?"
✓ Consultation Booked • Thu 10 AM
You're losing six-figure clients every day you miss calls. Prospects reach out during market hours when you're with clients, and your team can't keep up with consultation requests. There's a better way.
A prospect sees market volatility at 4 PM, panics, and calls for guidance. You're in a client meeting and it goes to voicemail. By the time you call back, they've already booked a consultation with a competitor who answered immediately.
While you're reviewing a portfolio, three more calls come in. Consultation bookings, account questions, urgent market inquiries—you can't be everywhere at once. Prospects get frustrated waiting, and high-value clients go elsewhere.
You clear your calendar, prepare their financial analysis, 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 six-figure client.
One AI workforce that handles every touchpoint—from first inquiry to scheduled consultation
Prospects visit your firm's website at any hour. Frontdesk Chat answers instantly, qualifies leads, discusses services, and books consultations—all without human intervention.
Every call is answered instantly—account inquiries, consultation requests, document questions. The AI understands context, creates tasks, schedules callbacks, and escalates to advisors only when needed.
When consultations are missed, Frontdesk Outbound automatically calls to reschedule. The AI references the original inquiry conversation, knows their financial 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 intake 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 onboarding 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 wealth management practice. 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 financial planning inquiries, schedules consultation meetings, and creates client service requests automatically.
Qualifies investment leads, discusses wealth management services and portfolio options, answers questions about retirement planning and financial goals instantly. Books consultation meetings and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, quarterly review reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep clients and prospects engaged.
Pre-fills client onboarding forms from CRM data. Guides new clients through financial disclosure and documentation requirements. Triggers automation workflows when account setup is completed.
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 leads and keep prospects engaged.
Handles two-way SMS conversations with investment prospects and current clients. Sends consultation confirmations, quarterly review reminders, and answers questions about portfolio performance via text—98% open rate.
Lets website visitors speak directly to your website about wealth management services. Click, talk, get answers about investment strategies, retirement planning, and fee structures—no typing required. Perfect for mobile users researching financial advisors.
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 lead source, service interest, and client status.
Clients don't submit requests—they just call or text. Your AI recognizes service needs (portfolio review, document request, beneficiary update, etc.), creates tasks, prioritizes by urgency, and notifies the right advisor or staff member automatically.
Watches every conversation and alerts you when it matters. If a prospect expressed concerns, if a client requested urgent assistance, if a consultation meeting 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. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, retirement planning interest, $500K+ in assets, 5-year timeline. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Saturday at 11 AM, and books it. Instant confirmation—no waiting.
The moment the consultation 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 at the grocery store. 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 retirement planning interest, her $500K+ in assets. 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 her shift at work. 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 loves your approach. 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 client onboarding form is ready to send, and qualification 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 a client onboarding form from Frontdesk Forms—already filled with her name, email, and the service she discussed. The AI guides her through financial information and investment goals right on her phone. When she submits it, you're immediately notified. The qualification process begins automatically—all without you lifting a finger.
Alex's at work, thinking about the plan. She has a question about your fee structure. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and onboarding form, and is ready to help—no hold time, no voicemail, no missed calls. Alex gets her answer in seconds.
With all her questions answered, Alex signs the advisory agreement. The system automatically sends welcome emails, onboarding instructions, and account setup guides. Alex's officially your client.
Alex just finished setting up her account. She has questions: "How do I access my portfolio?" "When is the first review meeting?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex is reviewing her new portfolio. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands her question, provides the information or creates a note for you to follow up, depending on complexity. Alex doesn't have to wait for business hours or fill out forms. She just asks her question, and it's handled.
There's a client appreciation event this Thursday. Alex gets notified automatically—email, text, or both, your choice. The system sends event invitations, market update reminders, quarterly review notifications, and important announcements. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex refers her colleague. She had a great experience—questions were answered instantly, the onboarding was seamless, and she felt supported throughout. The same AI that helped her find your services kept her happy as a client. That's the full journey: prospect to client to referral.
Everything you need to know about using Frontdesk for your wealth management practice
Yes. The AI answers calls 24/7, qualifies prospects, answers common questions about your services, and books consultation appointments—all while you focus on your clients. No more missed opportunities from evening or weekend calls.
The AI handles initial inquiries professionally, collects necessary information (financial goals, investment timeline, portfolio size), and routes urgent matters to you immediately. Sensitive account discussions are always escalated to your team for proper handling.
Yes. The system automatically sends confirmation emails and reminder texts before consultations. When no-shows happen, it immediately calls to reschedule—recovering up to 40% of missed appointments and protecting your valuable time.
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. It respects your meeting blocks and personal time.
After initial consultations, prospects automatically receive intake forms that are pre-filled with their information from the CRM. The AI guides them through financial background questions and investment objectives. When submitted, you're notified immediately with a complete profile.
Yes. Frontdesk integrates with most systems including Salesforce, Redtail, Wealthbox, Practifi, and others. All data syncs automatically—prospects, consultations, client notes, and follow-up tasks.
Absolutely. The AI knows each advisor's specialties, availability, and client load. It can route calls based on expertise (retirement planning, estate planning, investment management), handle firm-wide inquiries, and manage multiple team calendars simultaneously.
The AI handles routine inquiries 24/7, provides reassurance with pre-approved talking points about market fluctuations, and verifies client identity. For urgent concerns or portfolio discussions, it immediately escalates to you or your on-call advisor.
Pricing is based on your practice size and call volume. Most firms see ROI within the first month from increased consultation bookings and improved client retention. Contact us for a custom quote tailored to your wealth management practice.
Stop missing consultations after hours. Start booking high-value clients 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."