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Financial

24/7 Financial Answering Service For Financial Advisors & Planners

Managing portfolios, preparing financial plans, and meeting with clients leaves little time to answer every call. Yet every missed call could mean a lost lead, an anxious client, or a missed opportunity to grow your practice.

Enter Rosie — your AI-powered answering service designed for financial advisors and planners. She handles every call professionally, answers FAQs about services, books meetings, and makes your clients feel supported around the clock.

Plans & Pricing

Why Modern Financial Professionals Need More Than a Traditional Answering Service

Financial advising is all about trust and timing. Clients expect clear, accurate information — not generic scripts or long hold times. But traditional answering services often drop the ball and have zero understanding of financial planning. They can’t answer common questions like “Do you offer retirement planning?” or “Can I book a portfolio review?” leaving clients frustrated and your practice slowed down instead of growing. Most financial advisors still use one of these:

Voicemail

80% of callers won’t leave a message. Potential clients worried about retirement savings or a market downturn won’t wait around — they’ll call the next advisor who picks up.

Traditional Answering Services

Generic operators following rigid scripts can’t explain wealth management, estate planning, or investment strategies. Instead of reassurance, clients get confusion — and you risk losing their trust.

24/7 Call Centers

You pay extra for after-hours coverage, but they still don’t have the financial knowledge to answer questions like “Do you handle estate planning?” leaving prospects uncertain and unimpressed.

Meet Rosie – the smarter alternative!

AI-powered, always available, and trained to understand your financial services. Rosie doesn’t just take messages, she helps book consultations, answer common client questions, and capture new leads 24/7. No more missed calls — just more clients, more confidence, and a practice that grows while you focus on delivering results.

What Is an AI Answering Service?

Imagine having a receptionist who never takes a day off, understands your services inside and out, and handles every client call with clarity and professionalism — that’s Rosie.

Instead of passing callers off to generic call centers or sending them to voicemail, Rosie listens, understands, and replies just like a trusted member of your team.

The best part? She handles everything independently - keeping your schedule full, your clients happy, and your business gaining interest around the clock.

Instead of just taking calls, Rosie:

Understands your services

From retirement planning and tax strategies to portfolio management and insurance options, Rosie gives callers clear, accurate answers, so they feel confident in your expertise from the first hello.

Prioritises urgent client needs

A client worried about market changes is different from someone asking about your next seminar. Rosie knows what requires fast attention and what can be scheduled, keeping your priorities clear.

Picks up every call

While you’re in client meetings or focused on financial planning, Rosie handles every call, making sure no referral, prospect, or growth opportunity slips through the cracks.

Operates 24/7 at no extra cost

While call centres rack up fees after hours, Rosie delivers round-the-clock availability at no extra cost, giving you a stronger return on every call.

With Rosie answering the phone, you’ll never miss an opportunity — just a practice that’s always invested in success.

Why Every Financial Professional Needs a 24-Hour AI-Powered Answering Service

Wealth planning doesn’t always happen within business hours. Calls about retirement rollovers, last-minute tax planning, or urgent investment questions can come in at any hour — and clients expect answers immediately. Rosie’s AI-powered answering service keeps your financial practice responsive day and night. Never miss a prospect or an opportunity to grow your client’s assets — just give clients confidence that their financial wellbeing is a priority.

Missed Calls = Lost Revenue

Missed calls don’t just cost you time, they cost you compounding growth. Rosie keeps the lines open so you never lose out on tomorrow’s revenue.

Faster Responses = More Appointments

In wealth management, timing builds trust. Rosie books consultations instantly—turning interest into secured appointments before prospects look elsewhere.

Outgrow Your Competitors

While other advisors let calls roll to voicemail, Rosie answers immediately keeping you ahead with service-specific responses that keeps your phone and calendar buzzing.

Start risk-free: 7-day trial with all features

Plans & Pricing

Rosie vs. Traditional Answering Services

Feature

Answering Service

Rosie

Availability

Limited or expensive for 24/7 service

24/7 with no extra costs

Cost

$2.00 per minute often adds up to $500 + per month

Monthly plans at a fraction of the cost. Under $0.20 per minute.

Response Time

Call center delays

Instant AI powered responses

SPAM Filtering

No filtering

Block robocalls automatically

Customization

Limited Scripts

Full tailored to your business

Why Top Financial Planners Choose Rosie Over Traditional Answering Services

Amazing AI that sounds human

Stay ahead of the competition with Rosie’s advanced AI voice technology that feels like speaking to your best client services associate. She understands finance-specific questions like “Do you offer retirement planning?” or “Can you review my investment portfolio?” and responds with accurate answers specific to your business.

Get instant notifications

When a high-net-worth prospect calls for a consultation or a client needs urgent guidance on a market shift, Rosie alerts you instantly via text or email, so you never miss a chance to strengthen relationships or capture new business.

Custom message taking

Need Rosie to ask about investment goals, preferred meeting times, or current financial concerns before scheduling? She’s fully customizable to your practice, capturing the right details every time to help you prepare and deliver specific advice.

Call recordings and transcripts

Every call is recorded, transcribed, and sent to your inbox. From questions about estate planning to client concerns about market volatility, you’ll have every detail logged, making follow-ups smooth and client trust stronger.

Experience the Rosie Difference

Forget outdated voicemail and clunky AI that frustrates your customers. Rosie is a next-generation AI answering service that’s smart, seamless, and truly human-like.

Unlike traditional systems, Rosie doesn’t just take messages—she engages, responds, and adapts to your business needs in real time. Give your callers a smooth, professional experience that keeps them coming back.

Traditional Voicemail

The future of answering services is here - are you ready?

Start risk-free: 7-day trial with all features

How It Works in 4 Simple Steps

STEP 1

Train Rosie on your business

Use your Google Business profile, website address, or basic business details, such as your company name, industry, and services, to quickly set up Rosie - your AI answering service.

STEP 2

Confirm Rosie has things right

Rosie will be trained on your business details for accurate, professional interactions. Customize her responses, set questions for message-taking, and define how calls are handled to ensure the right experience for every customer.

STEP 3

Forward your calls to Rosie

There’s no need to change your existing business number. Simply forward your calls to Rosie and keep using the number your customers know, while Rosie takes care of answering, messaging, and providing a professional experience.

STEP 4

Rosie answers & takes messages

When a call comes in, Rosie will answer the call, answer questions, and take a message according to your needs. You'll then be notified by email and/or text, and every call recording and transcript is saved in your calls inbox.

What Our Customers Are Saying...

"My colleagues in the industry call our number and talk to Rosie and they can’t believe how good it is. I’ve already recommended two friends to Rosie."

Classic City Transportation

Owner

"My colleagues in the industry call our number and talk to Rosie and they can’t believe how good it is. I’ve already recommended two friends to Rosie."

Classic City Transportation

Owner

"My colleagues in the industry call our number and talk to Rosie and they can’t believe how good it is. I’ve already recommended two friends to Rosie."

Classic City Transportation

Owner

"Just have to say.. WOW. I have been really impressed! Rosie has been able to give out information perfectly and filter out leads that in the past would have cost me time and appointments. This is amazing! I love how she learned from my website - some of her answers are blowing me away! She even gave directions! WOW! Just wow."

Chameleon Event Space

Owner

Chameleon Event Space

Owner

Chameleon Event Space

Owner

Join the growing list of companies who count on Rosie to handle their calls

We’re proud to work with businesses of all sizes, from startups to industry leaders, who trust our AI-powered answering service to improve communication and deliver excellent customer service.

Frequently Asked Questions

Can Rosie answer common financial planning questions for clients?

Can I get help setting-up Rosie?

Yes. Rosie is trained on your practice’s services such as retirement planning, tax strategies, estate planning, and more, so she can provide accurate, helpful information and reassure clients until you follow up personally.

Of course! Our team is around to answer any questions you may have as you get started with Rosie. Just chat us from within the Admin.

Does Rosie capture sensitive client details securely?

Do you have a free trial period?

Yes. Rosie follows strict security protocols, and every call is transcribed and stored securely, ensuring client confidentiality and compliance with industry standards

Yes, all plans include a 7 day free trial.

What happens if multiple prospects call at once?

Can I keep my phone number?

Rosie can handle any number of calls at the same time without any delays or dropped inquiries. Whether you’re on the phone with another client, in the middle of a consultation, or just can’t get to the phone, Rosie makes sure every caller gets a response right away.

Yes! There's no need to change your existing business number. We'll walk you through the call forwarding set-up within your existing phone system.

Can Rosie handle both existing clients and new prospects?

How long does it take to set-up?

Absolutely. Rosie can reassure long-term clients about their next review while also welcoming prospects with professionalism, keeping both sides of your practice supported.

It's quick! We scan your website to train Rosie immediately. Then you just confirm your data is accurate, add any FAQs and message requirements and you're good to go.

What happens if Rosie doesn’t know the answer to a customer’s question?

If Rosie comes across a question she can't answer, she'll let the customer know and offer to have someone from your team follow up. She can also direct them to your website or a contact form so every customer gets the info they need - even if it's not something Rosie can handle right away.

Can Rosie give customers pricing estimates or service availability?

Rosie can give pricing estimates in the Growth Plan and can provide general pricing information based on the info you provide in the FAQs feature on all other plans. She can also inform customers about service availability and send booking links, ensuring they get the details they need fast - helping you secure more jobs with less hassle.

Can you help us get set up?

Absolutely! We offer a free consultation once you sign up, and our Support team is around to answer your questions any time.

How do we connect to our phone system?

It’s easy. We’ll create a phone number for you when you sign up. Then you simply forward calls to your new Rosie number when appropriate.

Does Rosie work with Google Voice?

Yes, you can use Google Voice with Rosie. We will walk you through linking your new Rosie number to Google Voice when you’re ready to launch.

How much does Rosie cost?

Plans start at $49/mo. See more info at our pricing page.

Businesses in Every Industry Rely on Rosie Every Day

From solo entrepreneurs and independent contractors to growing startups and larger companies, professionals across a wide range of industries trust our AI answering service to handle calls with professionalism and efficiency.

No matter the size of your business, Rosie makes sure you never miss an opportunity.