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Finance Solution

Financial Services AgentSOC 2 Compliant

Client engagement and appointment scheduling for financial advisors and wealth managers

79%
Conversion Rate
3.2s
Response Time
150+
Monthly Leads
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About This Agent

Our Financial Services Agent handles client inquiries, schedules consultations, and provides preliminary information while maintaining strict compliance standards.

Key Features

Powerful capabilities designed specifically for finance businesses.

Consultation Scheduling

Book meetings with advisors based on client needs and availability

✦Try It Now
voicehub.ai/consultation-scheduling
Next Available
Today, Dec 15
2:30 PM
Confirmed
9:00
11:30
2:30
4:00
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Service Inquiries

Answer questions about services, fees, and investment options

✦Try It Now
voicehub.ai/service-inquiries
Live Conversation
Sarah - Patient Inquiry
02:34
Active
Hi! I'd like to schedule an appointment please.
Of course! I have openings at 10am, 2pm and 4pm tomorrow. Which works best?

Account Support

Handle basic account inquiries and document requests

✦Try It Now
voicehub.ai/account-support
Smart Matching
3 Matches
S
Dr. Smith
Primary Care
98%
Now
J
Dr. Johnson
Internal Med
92%
2:30 PM
W
Dr. Williams
Primary Care
87%
Tomorrow

Compliance Screening

Ensure all communications meet regulatory requirements

✦Try It Now
voicehub.ai/compliance-screening
Protected
256-bit encryption
HIPAA
SOC 2
GDPR
PCI

Capabilities & Integrations

Everything your finance business needs to automate customer communications.

What This Agent Can Do

Appointment booking
Service information
Document requests
Compliance screening
Referral tracking
Event registration

Seamless Integrations

Salesforce
Redtail
Wealthbox
Calendly
DocuSign
Zoom

Need a Custom Integration?

We can build custom integrations for your workflows.

Contact Sales

Real-World Use Cases

See how businesses like yours are using this agent to drive results.

01

New Client Onboarding

Guide prospects through initial consultation booking

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02

Service Inquiries

Answer questions about services and investment options

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03

Meeting Coordination

Schedule reviews and follow-up meetings efficiently

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Trusted by Finance Businesses

See why businesses choose VoiceHub for their customer communications.

"VoiceHub has become an essential part of our client service strategy. Professional and compliant every time."

DR
David Richardson
Senior Partner, Wealth Advisors Inc.

Simple, Transparent Pricing

Choose the plan that fits your needs. All plans include a 14-day free trial.

Starter

$499/mo/mo

Perfect for small businesses

  • Up to 500 calls/month
  • Basic integrations
  • Email support
Get Started
Most Popular

Professional

$999/mo/mo

Best for growing businesses

  • Up to 2,000 calls/month
  • All integrations
  • Priority support
  • Custom training
Get Started

Enterprise

Custom

Custom pricing for scale

  • Unlimited calls
  • Custom integrations
  • Dedicated support
  • SLA guarantee
Contact Sales
Start Your AI Journey

Ready to Transform YourFinance Business?

Join hundreds of finance businesses already using VoiceHub to automate their customer conversations.

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