Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Phone for Wealth Management. An answering service for financial advisors that books reviews

AI Phone is an answering service for financial advisors that picks up your firm's line on the first ring, through quarter-end weeks, tax season and the mornings markets fall. It tells clients from prospects, books the review with the client's own advisor, takes service requests, and transfers advice questions to a licensed person after saying who is calling and why.

TRY AI PHONE FREENo credit card · Ready in 2 minutes

Ready to buy? See plans & pricing ›

7 days free · per company, never per seat · nothing to install

Or call +1 (954) 736-3939 and hear it answer.

Zanus AI · AI Phone · Messages

Messages

Each message a client dictated is written out for the advisor or associate it is meant for, with Call back, Heard and Done beside it.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Questions about buying, selling or balances go straight to the client's advisor.”

Lisa“Calls about buying, selling or balances will ring the client's advisor, announced first; if nobody answers, a message is taken. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Wealth Management use it

Before the office opens, a dozen worried clients call; each is answered and offered the earliest slot with their own advisor.

An executor calls about her late father's accounts; the AI uses your firm's wording and transfers her to his advisor, reason given first.

A prospect asks whether the firm works with business owners; the AI answers from your approved pages and books a first meeting.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Keep your number: forward your existing line to your Front Office line and the AI answers immediately, no porting needed. Port the number in when you decide; we handle it with the carrier
A local number in your area, or your own number ported in
Answers on the first ring, 24/7, 365; your business hours only decide when people are reachable
Human-like voice: you choose the voice and the persona per function, greeting, sales, support, booking, callbacks
Receptionist style, no phone menu: the caller just talks in any of 40 languages; the AI detects the language on the first sentence and switches the whole call
Departments you define, sales, support, booking, billing, technical…, each with its own policy: AI first, operator first, or AI only; each with its own AI specialist when no human is free
Directory of your operators with per-day working hours, languages, the nicknames callers use, vacations and temp-worker expiry
Transfers announce the caller and the reason; your person accepts before the call is connected; the call is pulled back before a mobile voicemail can swallow it
Language routing: a Spanish-speaking caller reaches your Spanish-speaking operator first
Hold music with spoken updates; when a person is unavailable the AI says the honest line you wrote for that time of day
Takes messages with the callback number read back and confirmed, delivered to that person's own inbox
Books appointments live from your calendar during the call; captures the e-mail letter by letter; saves the lead
Every fact from your approved knowledge, prices only from your catalog; with no source it says so and offers a person
Robocalls and telemarketers get one polite goodbye and stay away from your team
Off hours your way: full AI service, take-a-message only, or voicemail; holidays and special closures with the message you write
Every call transcribed into the customer's record with a summary; call log with transcripts, exportable; the morning briefing reads it for you

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Phone does, for every business ›

Works withAI Booking AI Calls Teleprompter AI Calls Transcripts AI Quoting AI Tickets AI Returns & Warranty AI CRM Lisa, your AI assistant

On every call

What a financial advisor answering service does on each call

First ring, any hour

No hold music and no menu: clients simply say what they need. Your office hours decide when an advisor can be reached, never when the line picks up.

Client or prospect

In call answering for RIAs, the AI asks if the caller is a current client of an advisor here. A client's request goes to client service or the advisor; a prospect hears how a first meeting runs.

Reviews booked on the call

With AI Booking added, only the free times of the client's own advisor are offered, at the length your firm sets, and the confirmation leaves before the call ends.

Transfers announced first

The advisor's computer, phone app or mobile rings in the order that advisor chose, and the AI says who is calling and why before the call connects.

Set-up

After-hours answering service for advisors, ready in 2 minutes

Lisa reads your pages

Your services, offices, team and hours become what the AI answers clients from, and Lisa asks the questions your pages leave open.

Forward the line

Forward the firm's number and client calls are answered from that moment, with no porting and no hardware to buy.

Departments and people

Name client service, operations and each advisor, and choose per department whether the AI answers first, a person does, or the AI alone.

A week free

Run it on your own client calls for 7 days with no credit card, and read the report of every call it answered when the week ends.

Questions & answers

Questions about an answering service for financial advisors

Can an AI answer the phone for a financial advisor?

Yes. As a virtual receptionist for wealth management, AI Phone answers on the number your clients already have, books reviews, takes service requests and explains how your firm works from approved wording. Anything regulated is transferred to a licensed person, who hears who is calling and why before the call connects.

What does the AI say when a client asks whether to sell?

It gives no opinion on markets or holdings. Your rules decide whether the call rings the advisor, becomes the earliest review slot or a message, and the AI can read the wording your firm prepared for those days.

Who takes the call when a client's advisor is on vacation?

The covering advisor or associate you named. Tell Lisa who covers whom and when, and the AI rings that person instead, or takes a message for them with the callback number confirmed back to the client.

Is AI Phone an after-hours answering service for advisors?

Yes. The line answers all night and every weekend; your office hours only decide when an advisor can be reached. Outside them you choose full AI service, messages only or voicemail, and on market holidays callers hear the message you wrote for that day.

Are client calls written down?

Every call the AI answers is saved with its transcript and summary on the client's record, with nothing extra to buy, where your compliance officer can read it. Recording the parts your associates take stays off until you switch it on.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Wealth Management ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.