📈 AI Receptionist for Financial Advisors

Never Miss a Prospect During RRSP Season

Ava qualifies prospects, books discovery calls, and handles routine client inquiries — so you can focus on delivering advice, not answering phones.

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Sound Familiar?

Every financial advisor faces these challenges. Most just accept them. There's a better way.

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RRSP Season Call Surge

Every January and February, Canadians scramble to make RRSP contributions before the deadline. If you can't answer those calls, another advisor captures those assets.

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Evening Prospect Inquiries Lost

Busy professionals research financial advisors after work. Without 24/7 coverage, you lose the most valuable time window to capture high-net-worth prospects.

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Prospect Qualification Takes Time

Not every caller is the right fit. Without a structured intake process, you spend time on initial calls that don't convert — instead of serving existing clients.

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Client Service Calls Interrupt Planning

Existing clients calling for routine account questions pull you out of deep work. An AI layer handles the common questions and routes the complex ones to you.

How Ava Helps Your Advisory Practice

Purpose-built for Canadian financial advisors managing prospects and existing clients.

📞

24/7 Call Answering

Every call answered in under 1 second — RRSP deadline season or a quiet July afternoon.

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Prospect Intake & Qualification

Ava collects investable assets, current situation, goals, and preferred meeting format — so your discovery calls start with qualified, prepared prospects.

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Discovery Call Booking

Book initial consultations directly on the call. Real-time calendar check, instant confirmation — prospects are scheduled before they hang up.

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SMS Confirmation

Automatic confirmation texts for every booked call maintain a professional impression from the very first touchpoint.

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Appointment Reminders

Automated reminders before consultations ensure prospects show up on time and prepared.

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PIPEDA-Compliant & Canadian Context

Ava handles financial prospect calls with the sensitivity required under PIPEDA. All data stored on Canadian servers. Ava understands RRSP, TFSA, RESP, and FHSA context.

Hear It in Action

A real prospect call handled by Ava — qualified and booked in under 3 minutes.

Ava — AI Receptionist

● Live Call

Caller

Hi, I'm looking for a financial advisor. I'm 38 and I feel like I should be doing more with my investments.

🤖

That's a great time to make sure you have a solid plan in place! Are you primarily looking for help with your registered accounts like RRSPs and TFSAs, or are you also looking at broader investment and retirement planning?

Caller

Both, I think. I have some company stock options I need help with too.

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That's exactly the kind of situation where working with an advisor makes a real difference. Do you have an existing financial advisor currently, or are you looking to start fresh?

Caller

I've been doing it myself through a discount broker. Time to get professional help.

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Absolutely — self-directed investing is great to start, but the complexity of stock options and multi-account planning is where an advisor really adds value. I'd like to book you a complimentary 30-minute discovery call. Are you available this week?

Caller

Wednesday late afternoon works.

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I have Wednesday at 4:00 PM or 5:00 PM. Which works better?

Caller

4 PM please.

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Wednesday at 4 PM is confirmed. Can I get your name and best contact for the confirmation?

Caller

Rachel Tran, 604-555-0142.

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Thanks Rachel! Confirmation sent to 604-555-0142. Our advisor will speak with you Wednesday at 4 PM. Is there anything specific you'd like to make sure we cover?

Real Scenarios, Real Results

How AVADesk grows your advisory practice while protecting your client time.

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RRSP Deadline Rush

It's February 20th. Canadians have 8 days before the RRSP deadline. Your phone rings all day while you're in client meetings. Ava captures every prospect, qualifies their situation, and books discovery calls for after the deadline. Your pipeline is full heading into spring.

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High-Net-Worth Prospect

A business owner calls Friday evening about a liquidity event — they're selling their company and need wealth management guidance. Ava captures the context, flags the high-value opportunity, and books a Monday morning call with your senior advisor.

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Existing Client Routing

A client calls about their TFSA contribution room. Ava provides a general explanation and offers to have their advisor confirm the exact amount via email. The client is satisfied without interrupting your advisor's planning session.

93%

of callers prefer speaking to Ava over leaving voicemail

< 1s

average answer time

2×

more discovery calls booked during RRSP season

24/7/365

Never closed

Plans That Fit Your Advisory Practice

From solo advisors to multi-advisor teams, there's a plan built for you.

Starter

$49/mo

Solo advisors — call answering, prospect intake, discovery call booking

Growth

$149/mo

Growing practices — qualification flow, RRSP season overflow, SMS reminders

Professional

$299/mo

Up to 20 phone numbers, full integrations, compliance-ready logging, 30+ languages, priority support

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7-day free trial · No credit card required

Frequently Asked Questions

Everything you need to know before getting started.

Does Ava give financial advice on calls?

No. Ava is configured to gather information, answer general questions about your services, and book consultations. She does not provide investment advice, recommendations, or specific portfolio guidance.

Can Ava qualify prospects by investable assets?

Yes. You configure minimum thresholds and Ava naturally asks about financial goals and current situation. She won't ask bluntly for net worth, but she gathers enough context to help you prioritize follow-ups.

Is client data handled securely and in compliance with PIPEDA?

Yes. AVADesk is fully PIPEDA-compliant with all data stored on Canadian servers. Call summaries are encrypted and access is restricted to your team.

Does AVADesk integrate with CRM tools used in financial services?

AVADesk integrates with Google Calendar and popular CRMs via webhook. Contact us about integration with Salesforce Financial Services Cloud or other advisor platforms.

Can Ava handle calls in French for Quebec-based advisors?

Yes. Ava supports 30+ languages including French and automatically switches based on the caller's preference.

Ready to Capture Every Prospect and Protect Your Planning Time?

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