AI Receptionist for Financial Advisors
Built for RIAs, broker-dealers & wealth management firms
Every Prospect Reaches a Real Conversation
Hailey is an AI receptionist for financial advisors — she picks up every call in under a second, qualifies prospects by assets and goals, books discovery meetings, and routes existing-client requests 24/7. With compliance-aware scripting your CCO will approve.
Trusted by RIAs and advisory firms across the US to capture every prospect call without compliance worries.
Live in 24-48 hours. Forward your number, set your intake rules, done.
A wealth management answering service built for compliance
Hailey is an AI receptionist for financial advisors that answers every call 24/7 — built specifically for prospect qualification, existing-client routing, and compliance-aware intake scripting.
Answers Before the Third Ring
Every call picked up in under a second — even when you're in a portfolio review meeting and can't be interrupted.
Qualifies by Assets and Goals
Captures investable assets bucket, retirement timeline, primary goal (accumulation, distribution, estate), and service-fit before booking the discovery call.
Compliance-Aware Scripting
No specific investment advice over the phone. Hailey follows your CCO-approved script and captures consent for follow-up contact — your compliance team stays in control.
Books Discovery Meetings
Schedules prospect calls and existing-client reviews directly into Wealthbox, Redtail, or your CRM — synced to your real availability.
Routes Existing-Client Requests
Account changes, distribution requests, login help — Hailey identifies the client, pulls the file, and routes to the right service-team member with context.
Covers After Hours
Open 24/7/365. The high-net-worth referral who calls at 8 PM gets booked instead of researching the firm down the road.
Built for wealth management reality
Every prospect and client situation your firm faces — handled automatically, around the clock.
High-Net-Worth Referral
Referral from a centers-of-influence partner calls in. Hailey captures investable assets, primary goal, and referral source, then books the discovery meeting with the lead advisor.
Existing-Client Account Question
Client calls about a Roth conversion question. Hailey identifies the client, pulls the relationship, and routes to the assigned advisor or planner with the full context.
Quarterly Review Booking
Hailey proactively books quarterly review meetings with existing clients on your cadence, sends prep materials, and sends 24-hour confirmations.
Distribution Request Routing
Retiree needs a distribution moved up. Hailey captures the request details, routes to operations with the file pulled, and books a same-day callback.
Compliance-Aware Prospect Call
Hailey never gives specific investment advice. She captures qualifying info, books the consult with the right advisor, and tells the prospect what to expect at the meeting.
Estate-Planning Inquiry
Caller researching estate planning options. Hailey captures the situation, qualifies fit, and books a consult — converting curiosity into a booked meeting.
Your service team will thank you — try Hailey free.
Book Your Demo →Hailey vs. the alternatives
Live answering services don't follow compliance scripts. Voicemail loses high-value prospects. Hailey does both jobs better, at a fraction of the cost.
| Hailey AI | Live Answering Service | Voicemail / No Answer | |
|---|---|---|---|
| Monthly cost | Flat monthly rate | $300–$2,500+ per month | $0 upfront |
| Hours covered | 24/7, 365 days | Business hours mostly | — |
| Missed calls | Zero | Hold queues | Every call missed |
| Compliance-aware scripting | Yes, CCO-approved | Varies by operator | — |
| Prospect qualification | Assets + goals + timeline | Name and number only | No |
| Books into Wealthbox/Redtail | Real-time, integrated | Manual data entry | No |
| Existing-client routing | Identified + file pulled | Generic message | No |
| Knows financial terms | Trained on RIA vocabulary | Generic scripts | — |
| Setup time | 24-48 hours | 2–4 weeks | — |
Works with your advisor software
See it handle a real prospect intake in 15 minutes.
Book a Free Demo →From sign-up to first prospect call in 24 hours
Forward Your Main Line
Point your existing firm number to Hailey in under three minutes. No new hardware, no IT call.
Set Your Compliance Rules
Upload your CCO-approved script, your prospect qualifying criteria, your minimum account size, and your advisor assignment logic. Hailey adapts to your compliance posture.
Start Capturing Every Prospect
Hailey begins qualifying, booking, and routing immediately — sending your team a compliance-clean call summary after every interaction.
Ready to set yours up? Most advisory firms are live same day.
Get Started in Minutes →See what missed advisor calls are costing you
Adjust the sliders to match your firm. Most advisory firms lose more high-asset prospects to voicemail than they realize.
About your practice
Your estimated losses
New patients lost per week
3
Revenue lost per month
$8,444
Revenue lost per year
$101,328
Estimates based on US RIA industry averages. Actual results vary by AUM-tier focus and conversion rate.
Turn missed calls into booked discovery meetings
Advisory firms miss an average of 30% of prospect calls. That's high-net-worth referrals walking straight to whoever picked up first. Hailey makes sure that never happens.
- Capture 100% of prospect calls including after hours
- Save your service team 12+ hours a week on intake and routing
- Qualify prospects by assets and goals before scheduling
- Follow your CCO-approved compliance script every time
- Route existing-client requests to the right advisor with full context
"We're an RIA with $400M AUM. Used to lose at least three high-quality prospects a month to voicemail because our team was in meetings. Hailey handles every call now, qualifies them properly, and books the right advisor. Closed two new HNW clients last quarter from calls we wouldn't have caught."
Got Questions?
Everything you need to know about Hailey for Financial Advisors.
An AI receptionist for financial advisors handles your firm's calls when advisors can't — qualifying prospects by assets and goals, booking discovery meetings, and routing existing clients 24/7. Hailey runs every minute of every day, with CCO-approved scripting.
Yes. Hailey follows your CCO-approved script, never gives specific investment advice over the phone, and captures explicit consent for follow-up contact methods. You control the language and Hailey applies it consistently.
Yes. You define your minimum-asset criteria and qualifying questions. Hailey captures assets bucket, primary goal, retirement timeline, and service-fit before booking — protecting advisor time for fit prospects.
Yes. Hailey integrates with Wealthbox, Redtail CRM, Salesforce Financial Services Cloud, Junxure, Practifi, Orion, eMoney, and Google Calendar to check availability and book meetings in real time.
Hailey identifies the client by phone or by capture, pulls the relationship file, and routes the call to the assigned advisor, planner, or service-team member with the full context attached.
Yes. After booking a discovery meeting, Hailey sends a confirmation text or email with your prep materials, expected agenda, and what to bring — reducing no-shows.
No. Hailey uses natural-language voice AI that handles complex financial vocabulary like Roth conversion, RMDs, qualified vs nonqualified accounts, fiduciary standard, and AUM-based fees. Most callers don't realize they're talking to an AI.
Every prospect call you miss is a relationship the advisor down the street just started.
Book a 15-minute demo and hear Hailey handle a real advisory prospect intake — live, no sign-up needed.
Book a Free Demo →Across All Industries.
Explore how Hailey transforms sectors similar to financial advisors and beyond.
AI receptionist for law firms
→Law firms and advisory firms share the same compliance-aware intake patterns where qualified prospects convert to high-value relationships.
AI receptionist for accounting firms
→Accountants and financial advisors share clients and intake needs — both convert qualified prospects into ongoing engagements.
AI receptionist for mortgage brokers
→Mortgage brokers and financial advisors face the same TCPA-aware intake requirements and lose business when calls go to voicemail.
AI receptionist for insurance agencies
→Insurance and advisory firms share long-cycle client relationships where missed prospect calls have a multi-year revenue cost.