Financial Advisors
Your AI agent qualifies prospects, books appointments and maintains the high standards your clients expect.
And how SmarterSaaS solves them
Sorting calls between real investors and browsers takes enormous time.
An unanswered call sends a negative signal to your wealth management clients.
Your clients want discreet, professional reception, not a generic switchboard.
An AI voice agent built for financial advisors
Free trial, no commitment. Set up your AI agent in 5 minutes.
From $69/month · No commitment · Support included
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Set up your AI agent in 5 minutes: define business hours, FAQs, and transfer rules. SmarterSaaS gives you a phone number or connects to your existing one.
The voice is natural and conversational. Most callers can't tell the difference. You can choose from multiple voices and customize the tone.
Starting at $69/month for the Starter plan (200 minutes included). Free trial available. See detailed pricing.
Yes! You can redirect your existing number to SmarterSaaS, or use a new dedicated number. Both options are available.