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Financial Services

AI Voice Agents for Financial Services

Every Unanswered Call Is $2.4M Walking Away

The average financial advisory firm loses $680,000 annually to unanswered prospect calls.

2:15 PM. Prospect sees market volatility, wants advice immediately. They call your office. You’re in a client meeting. Your assistant is on another line. Voicemail. That $2.4M portfolio just went to the advisor who answered.

High-net-worth prospects don’t wait. They’re interviewing three advisors today, comparing credentials, ready to transfer assets this week. If you don’t answer immediately with professionalism and expertise, they’ve moved on.

Talk to Our AI in 60 Seconds

Every missed call is a $3,200 annual revenue opportunity walking away.

Your competitors are missing those calls too. Unless they’re using My360Agents.

What Your AI Team Handles:

My360Agents: Never Lose Another Qualified Prospect

AI voice agents that answer every call in 2 rings. Qualify prospects. Schedule consultations. Maintain compliance. 24/7/365.

Sounds like a seasoned advisor assistant. Works 24/7. Maintains perfect compliance.

Prospect wants to roll over their 401(k) after retiring. $850K in assets. They call at 6:30 PM with questions about your process, fees, and investment philosophy. They need to decide this week. Your AI agent answers instantly:
  • "Congratulations on your retirement. I'd be happy to help."
  • "Our advisors specialize in rollover strategies for retirees like you."
  • "I can schedule a consultation tomorrow at 10 AM to discuss your goals."
Prospect qualified. Assets confirmed. Consultation booked. Compliance disclosures delivered. CRM updated automatically. All while you’re with family.
  • Answer every call instantly

Nights, weekends, holidays—capture every qualified prospect

  • Qualify leads professionally

Assets, timeline, current advisor, investment goals

  • Schedule consultations

Real-time calendar integration with your availability

  • Deliver required disclosures

SEC Form ADV, privacy policy, compliance materials

  • Answer general questions

Services, fee structure, investment philosophy, credentials

  • Collect prospect information

Current assets, goals, concerns—compliant and documented

  • Create complete audit trails

Every conversation logged, compliant, retrievable

Your AI Agent

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Built Specifically for Financial Advisors

Your AI agents know your practice like a veteran COO—and never miss a disclosure.

We train AI agents on YOUR practice—compliantly: service offerings, fee structure, investment philosophy, credentials, required SEC/FINRA disclosures, compliance policies, client onboarding process, and scheduling preferences.

Real Results

Summit Wealth Partners' Transformation

My360Agents went live in 3 hours. —fully compliant.

Summit Wealth Partners, a $480M AUM RIA in Charlotte, was bleeding qualified prospects. After-hours calls from retiring executives went unanswered. Lunch hour overwhelmed the front desk. Weekend inquiries from nervous investors hit voicemail.

Managing Partner David Richardson watched seven-figure opportunities evaporate. Hiring client service associates meant $240K in salaries—and they’d still close at 6 PM.

Results in 90 Days:

  • 94% increase in qualified consultations
  • $18.4M in new assets – 23 new client relationships
  • $147,000 additional annual revenue
  • 0%compliance violations
  • Advisor satisfaction up 61%

"We were losing qualified prospects every evening. A VP from a Fortune 500 company would call at 7 PM about rolling over $1.2M, hit our voicemail, and by morning they'd scheduled with a competitor. My360Agents transformed our practice. Every call gets answered professionally, every prospect gets qualified properly, every compliance requirement gets met automatically. It's like having three experienced client service associates working 24/7—except it's fully compliant and costs a fraction of one salary."

David Richardson Summit Wealth Partners

Win the Clients

Stop Losing High-Value Prospects

The first advisor to answer—professionally and compliantly—wins the clients. Every time.

High-net-worth prospects call an average of 2.8 advisors. The first one to answer professionally—with expertise and required disclosures—gets the meeting.

Less than one client service associate. More capable and compliant than an entire team.

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Live Demo

Experience My360Agents Right Now

See how our AI handles auto body inquiries in real-time.

Ready to Stop Losing Qualified Prospects?

My360Agents – The AI assistant that answers every call, qualifies every prospect, grows your AUM—compliantly.

My360Agents captures every prospect. Qualifies every lead. Books every consultation. Maintains perfect compliance. 24/7. Starting this week.

Get Your AI Team - Live in 3 Hours
Talk to Our AI in 60 Seconds
Flexible Pricing Plans

Simple Pricing. Serious Results.

Choose the plan that fits your business today. Scale up as you grow.

Starter

$49

/ month

Perfect for small businesses ready to automate

  • Inbound+Outbound Voice Agent Appointment scheduling
  • Basic CRM integration
  • Email support
Get Started

Professional

Most Popular

$599

/ month

For growing businesses that need more power

  • Inbound+Outbound Voice Agent Advanced lead qualification
  • Multi-location support
  • Priority phone support
  • Full analytics dashboard
Get Started

Premium

$999

/ month

For high-volume operations demanding excellence

  • Custom voice & personality
  • Dedicated success manager
  • API access
  • White-glove onboarding
Get Started

Enterprise

Tailored for large organizations with advanced needs.

Contact Sales

All plans include 24/7 AI coverage, real-time reporting, and a 30-day money-back guarantee.

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