AI Phone & WhatsApp Agent for Financial Advisors
Most prospective clients reach out during the hours you're in review meetings with current clients. Zepiva answers those calls, screens who's calling and why, and books a first consultation — so an inquiry about retirement planning or wealth management turns into a calendar slot instead of a missed callback. The AI handles the routine questions about services, fees, and appointment logistics while advisors stay in the conversations that require their judgment.
The challenges financial advisors face
Real problems these businesses deal with daily — and the gaps an AI agent can fill.
Prospects call while you're with clients
Financial planning inquiries arrive when advisors are in back-to-back reviews and quarterly check-ins. By the time the call is returned, the prospect has often contacted two other firms.
No screening means wasted introductory calls
An advisor's intro call is wasted when the caller is outside your asset range, lives in a state you don't serve, or is asking about a service you don't offer. A quick qualifying step before booking fixes that.
Prospect expectations aren't set up front
Callers often expect advice in the first call, not understanding that the initial meeting is an introduction and fact-find. Mismanaged expectations create no-shows and awkward follow-ups.
How Zepiva fits into financial advisors
Specific features mapped to the way your business actually works.
New-client inquiry calls, answered
The AI takes calls from prospective clients and gathers what they need: retirement planning, investing questions, or insurance review. It captures their situation at a high level, their location, and the best time to talk, then books the first call with the right advisor.
WhatsApp for busy professionals
Prospects in their 30s and 40s often prefer texting during work hours. The AI answers questions about your planning process and fee structure over WhatsApp from your knowledge base and schedules intro calls directly in the chat.
Email follow-up for inquiries that stall
The AI responds to emailed service questions and can re-engage prospects who started the inquiry process but never booked. Routine pre-meeting emails — what to bring, how long the meeting lasts — are handled automatically.
Intro call booking and preparation
The AI books first meetings into advisor calendars and sends confirmation reminders that cut no-shows. Before the meeting it can request basic information like age, employment status, and whether they already have an advisor, so the fact-find starts ahead of schedule.
A Monday with three intro calls already booked
A solo advisor whose inquiry line now runs itself.
A Sunday evening call asks about retirement planning for a couple in their early 50s. The AI captures their ages, rough timeframe, and that they have no current advisor, then books them into Thursday's first open slot.
An existing client texts on WhatsApp to reschedule their quarterly review. The AI moves the meeting and sends a calendar invite.
An email asks whether the advisor works with small business owners on 401(k)s. The AI answers from the knowledge base and books the caller's intro call for the following week.
On Thursday, the advisor opens the record for the retirement couple and starts the call already knowing their situation, timeframe, and that this is their first engagement with a planner.
Illustrative example — not a customer testimonial.
Which plan fits financial advisors?
A starting point based on how these businesses typically use the platform.
Recommended plan
The Gold plan gives advisors a dedicated inquiry line, an existing-client line, and a WhatsApp number, while follow-ups re-engage prospects who fill the intro-call pipeline.
Common questions from financial advisors
Explore further
Related industries, in-depth guides, and articles.
Try it for your financial advisors business
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