Every missed call is a lost client. Every voicemail costs revenue. Frontdesk AI answers calls 24/7, schedules consultations, qualifies prospects, and books appointments—all while you focus on financial planning.
For Certified Financial Planners
Incoming Call...
Prospective Client
"Hi, I need help with retirement planning. Do you have availability this week?"
AI Receptionist
"Absolutely! Alex has openings Thursday at 2 PM or Friday at 10 AM. Which works better for your initial consultation?"
✓ Consultation Booked • Thursday 2 PM
You're losing high-value clients every day while you're in meetings. Prospects call after hours, consultations get missed, and your team can't handle the volume. There's a better way.
A prospect finds your firm at 8 PM, calls to discuss retirement planning, and gets voicemail. By the time you check messages in the morning, they've already booked with another advisor who answered.
While you're in a client consultation, three more calls come in. Account questions, meeting requests, portfolio reviews—you can't be everywhere at once. Prospects get frustrated waiting, and you lose high-value clients.
You clear your schedule, prep their financial analysis, and show up. They don't. 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 client.
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, discusses financial goals, and books consultations—all without human intervention.
Every call is answered instantly—appointment requests, portfolio inquiries, financial questions. The AI understands context, schedules meetings, handles document requests, and escalates to advisors only when needed.
When consultations no-show, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their financial goals, and books a new appointment—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, review—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 onboarding and document collection 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 financial planning practice. Each agent handles different tasks—answering calls, booking consultations, handling client requests. They work together 24/7 to help you serve more clients and grow your practice faster.
Answers every call instantly—no voicemail, no missed opportunities. Handles client inquiries, books financial planning consultations, and captures prospective client information automatically.
Qualifies prospective clients, answers questions about your services, investment philosophy, and fee structure instantly. Books initial consultations and captures contact info—all through your website chat, 24/7.
Sends personalized consultation confirmations, portfolio review reminders, and follow-up emails automatically. Coordinates with Marketing Automation to send at the right time to keep prospects and clients engaged.
Pre-fills client onboarding forms from CRM data. Guides new clients through financial information and goals documentation. 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 prospects and keep potential clients engaged.
Handles two-way SMS conversations with prospective and current clients. Sends consultation confirmations, portfolio review reminders, and answers questions about your services via text—98% open rate.
Lets website visitors speak directly to your website about your financial planning services. Click, talk, get answers about investment philosophy, fee structure, and service offerings—no typing required. Perfect for mobile users browsing 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 client status, service interest, and engagement level.
Clients don't submit requests—they just call or text. Your AI recognizes client needs (document requests, portfolio updates, meeting reschedules), creates tasks, prioritizes by urgency, and notifies the right advisor or support staff automatically.
Watches every conversation and alerts you when it matters. If a prospect expressed concerns, if a client requested urgent help, if a 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 after reading about retirement planning online. The AI answers instantly—no voicemail, no missed call.
As Alex talks, the AI captures everything: name, phone, retirement planning interest, age 45, retirement goal age 65. 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 consultation. 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 age 45 goal. 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 the retirement strategy you presented. 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 next-step workflows begin. All happening automatically—you're just focusing on providing excellent financial guidance.
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 retirement service she just discussed. The AI guides her through financial information and investment goals right on her phone. When she submits it, you're immediately notified. The onboarding process begins automatically—all without you lifting a finger.
Alex is at work, thinking about her retirement plan. She has a question about the 401(k) rollover process. 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 financial planning agreement. The system automatically sends welcome emails, next steps instructions, and document portals. Alex is officially a client.
Alex just got her first account statements. She has questions: "How do I access my online portal?" "When is our quarterly review?" She texts the AI. It answers instantly with all the details she needs—no waiting, no phone calls, no searching through emails.
Alex just changed jobs and needs to update her beneficiary information. It's 8:30 PM on a Sunday. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the request, creates a task for your team, and schedules a follow-up for Monday morning. Alex doesn't have to wait for business hours or fill out forms. She just describes what she needs, and it's handled.
There's a retirement planning webinar this Thursday. Alex gets notified automatically—email, text, or both, your choice. The system sends client communications, event reminders, market updates, and financial news. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex renews her financial planning agreement. She had an exceptional experience—questions were answered instantly at any hour, account updates were proactive, and she felt truly supported throughout her financial journey. The same AI that helped her find the right planner kept her engaged and satisfied as a client. That's the full journey: prospect to client to loyal advocate.
Everything you need to know about using Frontdesk for your financial planning practice
Yes. The AI answers calls 24/7, qualifies prospective clients, answers general questions, and books consultation appointments—all while you focus on serving existing clients. No more missed opportunities at 9 PM.
The AI collects all details (client name, account information, nature of request, urgency level), and routes them to you or your team appropriately. Market volatility concerns or time-sensitive matters can be escalated immediately to your on-call planner.
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 keeping your calendar full.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books initial consultations, annual reviews, and follow-up meetings instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive onboarding documents and new client forms that are pre-filled with their info from the CRM. The AI guides them through completing financial questionnaires and required disclosures. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Wealthbox, Redtail, Salesforce, MoneyGuidePro, and others. All data syncs automatically—prospects, consultations, client documents, and follow-up tasks.
Absolutely. The AI knows all your advisors, their specializations, availability, and service offerings. It can route calls based on advisor expertise, handle firm-wide inquiries, and manage multiple office locations simultaneously.
The AI handles anxious client calls 24/7, provides reassurance using your approved messaging, and can schedule emergency review meetings. For critical situations requiring immediate advisor attention, it escalates to your on-call team instantly.
Pricing is based on your firm size and call volume. Most financial planning practices see ROI within the first month from reduced no-shows and increased client acquisition. Contact us for a custom quote tailored to your practice.
Stop missing consultations after hours. Start booking clients while you focus on planning.
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."