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AI Receptionist for Financial Advisors
Voca answers your practice line, books prospect and client meetings, and routes sensitive calls to you with context. It answers phones; it never gives financial advice.
Or call +1 (619) 777-5440 and hear Voca answer.
Voca is an AI receptionist for financial advisors, built by Introva AI. It answers your line 24/7, schedules prospect and client meetings, captures intake details, and routes account-specific questions to your team. Voca answers and books; it does not give financial advice. Introva's team connects it to the calendar and CRM tools your practice uses. Learn more about Voca.
Every missed call is either a prospect or a nervous client
An advisory practice runs on trust and availability, and the phone tests both daily.
Prospects call during meetings
Advisors spend the day in client meetings, which is exactly when referred prospects call and quietly move down their list.
Client service interruptions
Address changes, document requests, and meeting reschedules fragment the calendar when the advisor takes each one personally.
Market-day call surges
Volatile days flood the line with worried clients, all of whom need acknowledgment before they need answers.
Scheduling friction
Booking and rebooking reviews by phone tag drains admin time and delays the meetings that matter.
Discretion expectations
Callers expect a professional, private, front-office experience, not a generic call center script.
What Voca does on your practice line
Voca runs the front office: answer, schedule, capture, route. Advice stays with the licensed humans.
Books prospects and reviews
Voca schedules intro calls and client reviews on your calendar and sends confirmations, so referrals become meetings instead of messages.
Captures clean intake
Referral source, needs, and timeline collected on the first call, so you walk into intro meetings prepared.
Routes sensitive calls
Account-specific and advice questions route to you or your team by your rules; Voca never answers them itself.
Absorbs market-day volume
Unlimited concurrent calls mean every client gets answered, acknowledged, and scheduled on the days the market misbehaves.
Covers after hours
Evening and weekend callers get a professional answer and a booked slot, not voicemail.
Live in days, not months
Keep your number
Voca answers on the business line you already advertise, either every call or only the ones your team cannot take.
Teach it your business
Introva's team configures Voca with your services, qualifying questions, and calendar. Setup is handled for you.
Get your day back
Voca answers, books, and summarizes every call. You review qualified leads instead of chasing voicemail.
Why advisory practices fit Voca
Built for regulated environments
Voca is SOC 2 compliant, with routing rules that keep advice where it belongs: with the licensed humans.
Front office without the overhead
Voca gives a solo practice or a small team the phone presence of a large firm.
Set up by Introva
Introva's engineers configure scheduling, routing, and escalation to fit how your practice actually runs.
Introva's team connects Voca to the calendars and CRM tools your practice already uses. If your setup is unusual, the team builds the connection.
Looking for the broader platform? Explore our financial advisors solutions
Introva runs its own phones on Voca
This is not a canned demo line. Introva serves paying clients in this space and answers its own inbound calls with Voca. Call the number and you are talking to it.
+1 (619) 777-5440Frequently Asked Questions
Every caller answered like your best client
Book a 15 minute demo, or call Introva's own line and hear Voca handle it live.
Book your Voca demo for financial advisors
Pick a time that works. It is a focused 15 minute call, no commitment and no sales pressure.
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