AI Receptionist for Financial Advisors
IFAs and financial planners need qualified prospects, not tyre-kickers. Our AI receptionist for financial advisors qualifies each enquiry on assets, goals and timing, then books discovery calls only with the right fit.
14-day money-back guarantee. No contracts — cancel anytime.
We onboard a limited number of new businesses each month.
An adviser's time is the product. Every unqualified enquiry and every routine call about a statement or a review date takes it away from clients. But the prospects worth speaking to also ring unannounced, and they rarely ring twice.
We handle the setup end to end: we design the conversation, train the agent on your services, qualifying thresholds and booking rules, connect it to your CRM and advisers' diaries and monitor it as it goes live. You keep full transcripts, tunable rules and instant escalation to an adviser when it matters.
Our clients
Independent businesses we work with across all of our services
How it works
Prospects and existing clients are both answered straight away.
Asks about assets, goals and timing using the thresholds you define. It gives no advice.
Discovery calls and annual reviews go into the right diary, with every conversation logged.
The real cost of unqualified calls at an advice firm
Advisers lose time each week to enquiries that were never a fit and to routine client requests. Meanwhile a genuine prospect who reaches voicemail takes their portfolio to the firm that answered.
Discovery calls are spent on prospects below your threshold.
Statements, review dates and KYC requests interrupt advice work.
Serious enquirers rarely leave a message.
Built specifically for financial advisers
Qualifies prospects on investable assets and goals
Books discovery calls with the right adviser
Handles routine client queries: statements, reviews, KYC
FCA-friendly — no advice given, only fact-finding
Trained on your own services, qualifying thresholds and booking rules
Full transcripts, recordings and outcome tags for every call
An AI receptionist vs voicemail vs an administrator
Three ways to handle the phones at a financial advice firm. Only one of them scales.
| Capability | NovaScale AI | Voicemail | Administrator |
|---|---|---|---|
| Answers every client call, 24/7 | |||
| Books discovery calls straight into your advisers' diaries | |||
| Handles several calls at once | |||
| No sick days or holidays | |||
| Consistent script and tone | |||
| Flat monthly cost | |||
| Full call transcripts and reporting |
What an AI receptionist does for your advice firm
Everything it handles on the phone, from the first ring to the confirmed booking.
Every call answered in under 2 rings, including evenings, weekends and bank holidays.
By investable assets, income, goals and existing arrangements.
With the right adviser.
Books reviews with existing clients from your CRM triggers.
Statements, reviews and KYC requests handled or routed.
No advice given, and every conversation logged and reviewable.
Why NovaScale AI
Frequently Asked Questions
Related solutions
Services that pair well with an AI receptionist.
Put an AI receptionist to work in your advice firm
Book a free strategy call and see a live demo tailored to your business.
14-day money-back guarantee. No contracts — cancel anytime.