24/7 Phone Answering & Consultation Booking
AI Receptionist for Financial Advisors
Build trust from the first interaction. Voka AI handles client calls, schedules financial reviews, and manages inquiries professionally.
What Voka AI does for financial planning businesses
Build trust from the first interaction. Voka AI handles client calls, schedules financial reviews, and manages inquiries professionally.
The Hidden Cost of Missed Calls in Your Financial Planning Business
Industry stats
Financial advisors typically spend 15-20 hours weekly on phone calls. A single missed high-net-worth consultation can represent $25K-$100K+ in lifetime client value.
Voka AI delivers the professional reception your financial planning business deserves
- ✓Capture time-sensitive opportunities - respond to market inquiries instantly
- ✓Qualifies high-value prospects while you're in client meetings or managing portfolios
- ✓Books consultations professionally with calendar integration
- ✓Handles urgent client calls during market volatility or major financial events
Integrations That Just Work
Voka AI schedules consultations directly into Acuity Scheduling or Google Calendar — and connects to your CRM, spreadsheets, and messaging tools via Zapier, Make, and n8n.
Booking Platforms
Voka books consultations and discovery calls directly into Acuity Scheduling. The AI handles intake questions, confirms availability across multiple advisors or attorneys, and sends the calendar invite plus prep materials automatically.
Calendar Sync
Voka writes consultations into Google Calendar so every attorney, advisor, or agent sees the schedule update in real time. Acts as the team-wide view alongside Acuity for the booking record.
Automation Platforms
Hook Voka into your CRM, intake forms, or document workflows. Push every new lead into your sales pipeline, trigger an intake form when a consultation books, log call summaries to a knowledge base — all via Zapier, Make, or self-hosted n8n.
SMS automation that books, confirms, and follows through.
Two simple SMS add-on tiers. Stack with any voice plan.
SMS Starter $14.99/mo — 200 messages, $0.04 overage. SMS Pro $24.99/mo — 500 messages, $0.03 overage. Both tiers: $0 setup fee, dedicated toll-free number included.
Trusted By
Growing Service Businesses Nationwide
Recommended for Financial Planning: Value Plan
Most financial planning businesses pick the Value plan — $149/mo, 600 included minutes at $0.18/min overage. Compare all 5 tiers below.
Simple, Transparent Voice Pricing
Choose from 5 flexible voice plans. All plans include 24/7 call answering with no contracts.
Flex⭐
- 300 included minutes
- $0.25/min overage
- 2 phone numbers
- 5 AI assistants
All Plans Include
All plans are month-to-month with no long-term contracts. Add premium integrations and additional phone numbers as needed. All plans can purchase additional numbers. Each are sold separately from within your portal.
Voka AI also serves these industries
Ready to never miss another financial planning call?
Test Voka AI free in your browser — no credit card, no setup time.