Every Missed Call Is a Client Who Chose Someone Else
Financial professionals build their business on trust and responsiveness. A client calling during market volatility needs reassurance. A mortgage applicant comparing rates will call the next broker if you do not answer. Dialbox ensures every client and every prospect gets an immediate, professional response, regardless of when they call.
Why Financial Professionals Struggle With Phones
Client Calls Spike Unpredictably
Market volatility, rate announcements, and economic news trigger call surges. You cannot be available for every anxious client while also serving the ones in front of you.
New Client Inquiries Require Speed
Prospective clients comparing financial advisors, mortgage brokers, or insurance agents often choose whoever responds first. A missed call is a lost opportunity.
After-Hours Calls From Motivated Prospects
People research financial decisions after their own work hours. Evening calls from prospective clients are high-intent. Voicemail loses them.
Compliance Sensitivity
Phone interactions in financial services have regulatory implications. Consistent, documented call handling reduces risk.
Features That Matter for Financial Professionals
Our AI phone answering service is built for businesses like yours.
24/7 Lead Capture
Every prospective client call is answered immediately, information collected, and a consultation booked or callback scheduled.
Never lose a prospect to a competitor who answered first.
Client Call Screening
AI identifies whether a caller is an existing client, a new prospect, or a routine inquiry, and routes accordingly.
Priority clients get immediate escalation. Routine calls are handled without your involvement.
Appointment Booking
AI connects to your calendar and books review meetings, initial consultations, and follow-ups directly.
Clients schedule without phone tag, increasing satisfaction and show rates.
Call Logging and Summaries
Every call generates a structured summary with caller information, reason for call, and outcome.
Complete call records support compliance documentation and follow-up.
Information Boundary Management
AI handles general information requests while clearly directing advice and portfolio questions to you.
Clients get helpful responses without crossing into regulated advice territory.
Recommended: Growth Plan
Most financial professionals start with our Growth plan. Replace voicemail with AI for a fraction of the cost of hiring.
Financial Professionals We Serve
Explore how we help specific industries.
Real Results
Meridian Wealth Advisors
The Challenge
During market downturns, call volume tripled. One admin could not handle the volume. Advisors were interrupted in client meetings to take anxious calls. New prospect calls were going to voicemail during peak hours.
The Solution
Dialbox handles all inbound calls, screens callers, routes urgent existing client calls to the appropriate advisor, books new prospect consultations, and handles routine inquiries without advisor involvement.
Results
Frequently Asked Questions
Can AI handle calls in a regulated industry like financial services?
Dialbox handles intake, scheduling, and information routing. It does not provide financial advice or discuss specific products, portfolios, or recommendations. Configure clear boundaries and the AI stays within them.
How does it handle existing clients who call with urgent concerns?
Configure escalation rules for existing clients or specific urgency keywords. High-priority clients can be immediately transferred to you or an on-call advisor rather than handled by AI alone.
Can call summaries be used for compliance documentation?
Yes. Every call generates a timestamped summary with caller information and call content. These records can be exported and stored as part of your compliance documentation.
What about clients calling about rate changes or market events?
Configure the AI to acknowledge the event, provide your office hours and contact information, offer to book a call with the appropriate advisor, and take a detailed message. This handles the call professionally without making statements that could be interpreted as advice.
Your phone is your business.
Make it work for you.
Join financial professionals who trust Dialbox for professional AI phone answering. 7-day free trial.
New Lead - Sarah Mitchell
(416) 555-0189 · 2 min call
AI Summary
Homeowner needs emergency furnace repair. Unit making loud noise and not heating. Available tomorrow morning. Wants callback within the hour.