You Are in a Client Meeting. A New Prospect Just Called.
Financial advisors spend their days in meetings, reviews, and planning sessions. When a new prospect calls, you are usually unavailable. Voycee answers every call, books initial consultations, and captures prospect details so you can follow up with confidence.
No credit card required. Set up in under 5 minutes.
35%
Of prospect calls go unanswered during meetings
$5,000+
Average annual revenue per client
68%
Of prospects contact only one advisor before meeting
<2s
Voycee answer time
Why financial advisors lose customers to missed calls
Client meetings are sacred and cannot be interrupted
When you are reviewing a retirement plan or discussing estate strategy, you cannot pause to answer the phone. But that incoming call might be a high-net-worth prospect.
Prospects expect a professional first impression
Someone with $500K to invest calls your office. If they get voicemail, they question whether you are the right advisor. First impressions in wealth management are everything.
Referral calls are time-sensitive
A current client refers a friend who calls that same day. They are warm and ready to talk. If you miss the call and follow up two days later, the momentum is gone.
Compliance concerns limit what staff can say
Your receptionist or assistant may not be licensed to discuss certain topics. Calls get awkward when the person answering cannot address basic questions about your services.
What Voycee does for financial advisors
Common questions
Can it handle compliance-sensitive topics?
Voycee sticks strictly to the information you provide. It shares your services, specialties, and process. It does not give financial advice, discuss specific investments, or make promises about returns.
Does it work for both individual and business clients?
Yes. Voycee asks whether the caller is looking for personal financial planning, business retirement plans, or both. It collects the relevant details and books the right consultation.
Can it screen prospects before I meet with them?
You set the intake questions. Voycee can ask about investment goals, current situation, and what prompted them to reach out. You get a summary before the first meeting so you are prepared.
What about existing clients calling with urgent questions?
You define what counts as urgent. Market-related concerns, time-sensitive decisions, or account issues can be routed directly to your cell. Routine calls get booked as follow-up meetings.
Stop losing customers to missed calls
Every call that goes to voicemail is revenue walking out the door. Voycee makes sure every caller gets an answer.
$5 free credits. No credit card needed. Cancel anytime.