Built for Financial Advisors & Wealth Managers

“Never Miss a Lead Again — Let AI Capture & Qualify Clients, 24/7”

Missed calls = missed assets under management. Our AI Voice Bot + Chatbot qualifies prospects, books consultations, and ensures no opportunity slips through — even after hours.
Automated intake. Higher conversions. More client growth.

👉 Book a Free Demo

🔒 14-Day Risk-Free Guarantee | No Tech Skills Needed | Fast Setup

Hi! I’m looking for help managing my retirement investments. Do you offer that?

Yes, we do. Can I ask — are you currently working with another advisor?

No, I'm just exploring options right now.

Thanks for sharing. I can book a free consultation for tomorrow at 10am or 2pm. Which works best?

AI Voice Answering Call...

📊 You're in a client meeting

While your AI assistant qualifies leads, collects investment goals, and books discovery calls automatically.

"Advisors Are Losing $1M+ in AUM — Just By Responding Too Slowly"

71% of high-net-worth prospects hire the first advisor who contacts them. If you're not following up instantly, you're leaving assets — and fees — on the table.

📞

Missed calls = lost assets

When an investor calls and gets voicemail, they often move on. Every missed call could cost you a long-term client.

⏱️

Slow replies = lost trust

If you’re not responding fast, someone else will. Quick replies signal reliability and professionalism.

🧠

Repetitive questions eat time

“What’s your fee structure?” “Do you handle retirement?” Let AI handle the first layer of client education.

📉

Website visitors bounce fast

80%+ of visitors leave without engaging. A chatbot captures interest in real-time and books discovery calls.

🔁

Phone tag kills productivity

Stop playing email ping-pong. The bot books meetings instantly based on your calendar.

If you're not the first to respond, you're not getting the client.

Let your AI Assistant engage leads instantly — 24/7.

👉 See It In Action — Book Your Free Demo

"Meet Your New AI Assistant — Your 24/7 Lead Conversion Engine"

Our AI Chatbot & Voicebot qualify leads, answer FAQs, and book consultations — so you never miss an opportunity.

🛠️ What It Can Do for You:

✅ Books discovery calls instantly from your calendar
✅ Engages prospects via your website or phone
✅ Filters leads so your time is spent on serious clients

✅ Answers common questions 24/7
✅ Responds after hours — even on weekends
✅ Feels human, not robotic

Rules-Based vs AI Chatbots

Know the difference before you invest — one just answers, the other converts.

Feature	Rules-Based Bot	Halyard AI Chatbot
Understands Context	❌	✅
Learns From Questions	❌	✅
Flexible Answers	❌	✅
Handles Complex Intake	❌	✅
Natural Language	❌	✅

Website Messages

AI Chatbot

Do you offer retirement planning services?

Yes! We help clients with retirement planning, IRAs, 401(k) rollovers, and more. Would you like to schedule a free consultation?

That sounds great — do you have anything this week?

Absolutely. We have openings Wednesday at 11am and Friday at 2pm. Which works best for you?

● Converting financial inquiries into scheduled meetings

Phone Intake

AI Voicebot

Incoming Call
After Hours • 8:13 PM

Caller: I'm looking to speak to someone about managing my investments. Is anyone available?

AI Voice: I can help with that. May I ask a few quick questions to match you with the right advisor and schedule your consultation?

Caller: Sure, go ahead.

AI Voice: Thank you. I’ll book your consultation for 10:00 AM tomorrow. You’ll get a confirmation by text or email.

● Handling financial lead intake while you're offline

"It’s like hiring a 24/7 intake specialist — for a fraction of the cost."

Compare the Difference

Most businesses rely on staff to answer questions, collect information, and book appointments. But what if AI could handle that — instantly, every time?

	Traditional Staff	AI Chatbot
Availability	9am – 5pm	24/7/365
Cost	$2,500–$5,000/mo	$599/mo
Response Time	Minutes or hours	Instant
Consistency	Depends on training	100% Reliable
Scalability	Limited by hours & staff	Handles unlimited conversations
Setup Time	Weeks or months	48 hours

"Built for Real Financial Advisors. Not Techies."

Whether you’re a solo advisor or running a multi-advisor firm, our AI Assistant handles lead qualification, meeting scheduling, and FAQs — while you focus on client relationships.

👔

Solo Advisors

Let AI handle inquiries while you’re meeting clients or out networking.

🏢

Small Firms (2–10 advisors)

Grow without needing to hire more admin or reception staff.

📈

Growth-Focused RIAs

Convert more website visitors into discovery calls automatically.

🕒

Advisors With Limited Time

Book qualified meetings while you’re on the move or off the clock.

We Solve Your Biggest Prospecting Challenges

Missing potential leads?
→ AI answers every inquiry 24/7.

Too busy to respond instantly?
→ Our AI books consultations in seconds.

Struggling to qualify leads efficiently?
→ AI pre-screens based on your criteria.

No time to answer FAQs?
→ Let the bot explain your process, fees, and services.

🧑‍💼 If you're a financial advisor, this was built for you.

"Real Advisors. Real Results."

Hear from financial professionals who’ve streamlined intake, captured more leads, and saved hours using our AI Chatbot & Voicebot.

"I used to miss discovery calls constantly. Now the AI bot qualifies and books clients automatically — even while I'm at events."

Willow Grove Financial

Independent RIA – New Jersey

"The Voicebot handles overflow calls and pre-screens leads. I’ve gained hours back each week."

Apex Wealth Group

Fee-Only Advisor – California

"We closed a $1M AUM client that came through the chatbot. Worth every penny."

Northbridge Advisory

Wealth Management Firm – Florida

30%

More Appointments Booked

24/7

Lead Qualification

80%+

Fewer Missed Calls

3–5 hrs

Saved Weekly

"Here’s What You’ll Get From Day One"

Our AI doesn’t just sound smart — it works smart to help you book more discovery calls, save time, and grow your client base without burning out.

Missed a Prospect Call?

→ AI Solution

Voicebot answers, qualifies the lead, and books a discovery meeting instantly.

Visitor Asking About Your Services?

→ AI Solution

Chatbot answers FAQs and books calls — even when you're offline.

Client Inquiry at 10PM?

→ AI Solution

AI replies instantly and gets your calendar booked before they leave.

In a Client Meeting or on the Road?

→ AI Solution

Voicebot acts like your digital receptionist — no missed opportunities.

Too Many Inquiries to Handle?

→ AI Solution

AI triages calls and messages to qualify and schedule the right leads.

Weekend or Holiday Inquiry?

→ AI Solution

AI is always on — capturing and booking leads while you're offline.

"Simple Plans. Big Impact."

Whether you're looking to capture more qualified leads, automate your client intake, or never miss a call again — there's a plan for you.

$599/mo

Lead Qualification Chatbot

✅ Screens leads & answers FAQs 24/7
✅ Captures client goals & contact details
✅ Tailored for financial planning services
✅ Syncs with your calendar & email
✅ Integrates with your CRM or scheduling tool

Learn More

Best Value — Full Lead Capture

$1,299/mo

Chatbot + Voicebot Bundle

✅ Everything in Chatbot & Voicebot plans
✅ Priority onboarding & customization
✅ Follow-up automation via SMS/email
✅ One retained case can cover 12 months

Get Started Now

$999/mo

AI Voicebot for Phone Calls

✅ Answers & qualifies new prospects by phone
✅ Handles overflow & after-hours calls
✅ Can transfer urgent inquiries directly
✅ Schedules discovery calls automatically
✅ Includes summary of every interaction

Learn More

🎁 Bonus Offers

✅ Free white-glove setup
✅ Cancel anytime
✅ 14-day money-back guarantee

"Got Questions? We've Got You Covered."

Do I need tech skills to use this?

Not at all. We handle setup, customization, and deployment. You’ll approve the final version, and we’ll install it or give you a simple code to add to your website.

Can this integrate with my scheduling tool?

Yes. The bot can sync availability and book discovery calls automatically.

What happens after business hours?

Our AI answers every call and message 24/7 — capturing leads even if they reach out at night or on weekends.

How fast can I launch?

You can go live within 48–72 hours after completing a short onboarding form and providing your availability and brand preferences.

Will it sound robotic or unnatural?

Not at all. Our bots are powered by GPT-based natural language engines and trained on real conversations — no clunky scripts here.

Can I cancel if I’m not satisfied?

Yes. We offer a 14-day money-back guarantee and flexible month-to-month plans. No lock-in contracts.

"Still Answering Every Prospect Call Yourself? Let’s Change That Today."

Your next $1M client might be reaching out after hours. Don’t lose them to a delay or missed call.

✅ Designed for Financial Advisors & RIAs

✅ Works via phone and website 24/7

✅ Risk-free setup with money-back guarantee

✅ Instantly qualifies and books prospects

✅ No tech setup — we handle everything

✅ Automates intake and saves staff time

👉 Book Your Free Demo

⚠️ We onboard a limited number of advisors each week. Secure your spot now.

"Still Thinking? You Could Be Losing Over $100,000 in AUM Every Month"

Every missed call, delayed response, or unqualified lead is a high-value client slipping away. Here’s what that really costs 👇

📉 Missed Opportunities	💰 Estimated Loss/Month
10 missed after-hours calls	10 x $500K avg portfolio = $5M AUM lost
20 unconverted web leads	20 x $5K lifetime value = $100,000
5 delayed follow-ups with qualified prospects	5 lost clients @ $10K/yr = $50,000
8 hrs/week chasing voicemails & messages	$2,000+ in lost productivity
Total Estimated Impact:	$100K+ AUM / Month

"AI doesn't get busy or forget. It engages every lead instantly — before your competition does."

🚀 Stop the Loss — Activate Your AI Assistant Today

"Trusted by Financial Advisors Nationwide — Built for Professional Firms"

We’re more than just an AI tool — we’re your digital intake partner for scaling trust-based relationships.

🏆 Used by RIAs, CFPs, and Independent Firms

"We booked more meetings and reduced back-and-forth within days of launching the AI bot. It paid for itself almost immediately."

— Thomas R., Independent Advisor, Texas

"Still Doing It the Old Way?"

Here's why growth-minded financial advisors are switching to AI intake every day.

📛 Old Way

❌ Manual appointment scheduling
❌ Missed leads after hours
❌ No immediate follow-up or data capture
❌ High no-show rate from unqualified leads
❌ Time lost repeating common FAQs

SMARTER

🤖 AI-Powered Way

✅ AI books discovery calls 24/7
✅ Never misses a lead — even on weekends
✅ Automatically qualifies prospects
✅ Reduces admin work and boosts consistency
✅ Works with your calendar and CRM

"See What Financial Advisors Like You Are Saying"

We’re helping advisors automate intake, pre-qualify leads, and book discovery calls — even after hours.

💬 Chat Transcript

“Booked a discovery call at 11PM while I was offline. Qualified lead, great fit — we closed within 2 weeks.”

📞 Missed Call Recovery

“Used to miss a lot of calls when in client meetings. Now the AI captures info and books consults automatically.”

"Helping solo advisors and boutique firms nationwide"

Halyard’s AI intake assistants are booking qualified calls while our clients focus on financial planning.

"Here’s Exactly What Happens When You Get Started"

Whether you’re a solo advisor or run a small firm, we make setup fast, secure, and compliance-ready.

📅 Book Your Free Demo Call

Tell us about your financial practice and client onboarding flow.

🌐 Go Live in 48–72 Hours

We’ll send a simple code snippet for your site — or handle install if you prefer.

⚙️ We Build Your Chatbot & Voicebot

Includes advisor-specific scripts, hours, calendar sync, and compliance disclaimers.

📈 Start Booking Discovery Calls Instantly

Wake up to new qualified appointments — even while you're in meetings.

✅ Book Your Demo – Go Live This Week