Every missed call is a lost opportunity. Every delay risks a prospect choosing another firm. Frontdesk AI answers calls 24/7, qualifies leads, schedules consultations, and nurtures relationships—all while maintaining the white-glove service your clients expect.
For Wealth Management Firms
Incoming Call...
Prospective Client
"Hi, I'm interested in discussing portfolio management for my retirement assets. Are you taking new clients?"
AI Receptionist
"Absolutely! We specialize in retirement planning for high-net-worth clients. I can schedule a complimentary consultation with one of our wealth advisors. Are you available Thursday at 10 AM?"
✓ Consultation Booked • Thursday 10 AM
You're losing million-dollar relationships because prospects call after hours. High-net-worth clients expect immediate attention, and your team can't keep up with consultation requests.
A high-net-worth individual finds your firm at 9 PM, calls to discuss a $5M portfolio transfer, and gets voicemail. By morning, they've already scheduled with a competing firm that answered immediately.
While you're in a portfolio review meeting, five more calls come in. Consultation requests, account inquiries, quarterly review scheduling—your advisors can't focus on client strategy. Prospects get frustrated waiting, and you lose opportunities.
You block out an hour, prepare the 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 advisor time and another lost client relationship.
One AI workforce that handles every touchpoint—from first inquiry to onboarded client
High-net-worth prospects visit your website at any hour. Frontdesk Chat answers instantly, qualifies investment goals, discusses portfolio strategies, and books consultations—all without human intervention.
Every call is answered instantly—portfolio inquiries, meeting requests, account questions. The AI understands context, schedules reviews, coordinates follow-ups, and escalates to advisors only when needed.
When prospects miss consultations, Frontdesk Outbound automatically calls to reschedule. The AI references the original conversation, knows their investment interests, and books a new meeting—all while updating your CRM and calendar.
Every interaction—chat, call, consultation, portfolio review—automatically creates and updates client 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 firm. Each agent handles different tasks—answering calls, scheduling consultations, handling client requests. They work together 24/7 to capture every high-net-worth client opportunity.
Answers every client call instantly—no voicemail, no missed opportunities. Handles wealth planning inquiries, schedules portfolio reviews, and creates service requests automatically for your advisors.
Qualifies high-net-worth prospects, explains investment services and portfolio management, answers questions about wealth planning and retirement strategies instantly. Schedules advisor consultations and captures detailed prospect information—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 market insights and wealth planning content at the right time to keep prospects engaged.
Pre-fills client onboarding forms from CRM data. Guides new clients through financial profile, investment objectives, and risk assessment. Triggers automation workflows when submitted for advisor review.
Automatically reaches out to prospects at the right time. Makes outbound calls to no-shows, sends personalized SMS follow-ups, and emails nurturing sequences with market insights. Coordinates all outbound channels to recover lost prospects and keep high-net-worth clients engaged.
Handles two-way SMS conversations with prospects and current clients. Sends consultation confirmations, portfolio review reminders, and answers questions about investment services via text—98% open rate.
Lets website visitors speak directly to your website about wealth management services. Click, talk, get answers about portfolio strategies, fee structures, and advisor credentials—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 advisor, client stage, and portfolio type.
Clients don't submit requests—they just call or text. Your AI recognizes service needs (document requests, account updates, portfolio rebalancing, etc.), creates tasks, triages by urgency, and notifies the right advisor or operations staff automatically.
Watches every conversation and alerts you when it matters. If a prospect was concerned about market volatility, if a client requested urgent assistance, if a consultation was booked—you know instantly.
Follow one prospect from phone call to signed agreement—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, investment management interest, $2.5M-$5M portfolio size, urgent timeline. Saved to CRM automatically—no forms, no typing.
Alex says "Yes!" The AI checks your calendar, finds Tuesday at 2 PM, 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 client onboarding documents—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 bed. Meanwhile, a reminder email is already scheduled for Monday. No one had to remember to send it.
Tuesday afternoon, Alex is stuck in traffic from an emergency at work. 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 investment management needs, her $2.5M-$5M portfolio. 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 a board meeting. She answers. The AI remembers their entire conversation from last week. "Hi Alex, I noticed we missed you on Tuesday. 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's impressed with the personalized investment strategy. 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 agreement is ready to send, and account setup 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 agreement from Frontdesk Forms—already filled with her name, email, and the services she just discussed. The AI guides her through account information and investment objectives right on her phone. When she submits it, you're immediately notified. The account setup process begins automatically—all without you lifting a finger.
Alex is reviewing the agreement at work. She has a question about fee structures. She calls. The AI answers instantly, recognizes her from your CRM, remembers her consultation and agreement, 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 client agreement. The system automatically sends welcome emails, account setup instructions, and financial planning resources. Alex is officially a client.
Alex just got home from work. She has questions: "How do I access my portfolio dashboard?" "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 received a work bonus. It's 8:30 PM on a Sunday. She wants to discuss portfolio rebalancing. She can call, text, or chat—whichever she prefers. The AI answers instantly, understands the situation, creates a request ticket, and schedules it with her advisor for Monday morning. Alex doesn't have to wait for business hours or fill out forms. She just describes the situation, and it's handled.
There's a market outlook webinar this Thursday. Alex gets notified automatically—email, text, or both, your choice. The system sends client announcements, event reminders, quarterly reports, and market updates. Clients stay informed without you sending individual messages. Everything happens automatically.
A year later, Alex renews. She had an exceptional experience—questions were answered instantly 24/7, portfolio reviews were always on time, and she felt supported throughout. The same AI that helped her find your firm kept her engaged as a satisfied client. That's the full journey: prospect to client to renewal.
Everything you need to know about using Frontdesk for your wealth management firm
Yes. The AI answers calls 24/7, qualifies prospective clients, provides account information, and schedules portfolio reviews—all while your team is off. No more missed opportunities when high-net-worth prospects call at 9 PM.
The AI creates service tickets automatically, collects all details (account number, request type, urgency), and routes them to your advisors. Time-sensitive requests like rebalancing during market volatility can be escalated immediately.
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 meetings.
Yes. Integrates with Google Calendar, Outlook, and most calendar systems. The AI checks real-time availability and books portfolio reviews instantly—no back-and-forth emails needed.
After consultations, prospects automatically receive onboarding forms that are pre-filled with their info from the CRM. The AI guides them through asset documentation and accreditation verification. When submitted, you're notified immediately.
Yes. Frontdesk integrates with most systems including Salesforce, Redtail, Wealthbox, Orion, and others. All data syncs automatically—prospects, meetings, onboarding documents, and client requests.
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 client concerns 24/7, verifies client identity, and provides reassurance with pre-approved messaging. For urgent matters requiring immediate advisor attention, it escalates to your on-call team instantly.
Pricing is based on your firm size and call volume. Most wealth management firms see ROI within the first month from reduced no-shows and increased client acquisition. Contact us for a custom quote.
Stop missing high-value inquiries after hours. Start booking consultations around the clock.
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."