Financial Advisors
Capture Every Prospect Call. Book Every Discovery Meeting.
You can’t answer the phone during a client review or a planning meeting. The prospect on the other end of that referral call won’t leave a voicemail. Ignitvio answers, qualifies, and books the discovery meeting straight to your calendar, while you stay focused on the client in front of you.
Free Lead Audit
The Problem
Referrals are how advisors actually grow. They convert at 5x the rate of cold leads. They also expect to talk to a person within minutes, not days. The phone rings while you’re in a planning meeting, the prospect calls the next advisor on their list, and you never hear about it.
5 min
A Harvard Business Review study found leads contacted within 5 minutes are 21x more likely to qualify than leads contacted after 30 minutes. Most advisors return prospect calls in hours or days.
78%
When a referral calls three advisors in one afternoon, the one who picks up wins. The other two get a polite “we already chose someone” email a week later, if they get one at all.
$35K+
At a 1% AUM fee on a $500K relationship and a 7-year average retention, every missed referral is a $35,000 mistake. Most solo and small RIAs lose two or three of these a month and never know it.
After Hours
Statement questions, beneficiary updates, market headlines, and account access issues don’t wait for Monday. Without after-hours coverage, your highest-value clients sit with their concern overnight.
The Solution
Four systems that handle prospect calls, book discovery meetings, screen client requests, and route urgent issues, all without giving investment advice or creating a compliance headache.
When a referral calls, the AI answers in seconds. It captures who referred them, the prospect’s situation at a high level, and what they’re looking for, then books the discovery meeting on your calendar before you’re even out of your current appointment.
Beneficiary changes, statement questions, distribution requests, and login resets are routine but constant. The AI captures the request, verifies the client, and routes it to the right person on your team, with a clear audit trail.
Markets move on weekends. Clients see a headline and call. The AI handles the call professionally, separates urgent matters from next-business-day items, and pages you only when something genuinely cannot wait.
Not every caller is the right fit. The AI asks the qualifying questions you’d ask, household assets, planning need, current advisor relationship, then either books the meeting or politely routes the caller to a more suitable resource. You stop spending an hour on every prospect call.
Built for Financial Services
Every advisory firm operates under SEC, state, FINRA, or CFP rules. The AI is configured to stay on the right side of all of them. It books meetings and captures information. It does not give investment advice, make recommendations, or discuss specific securities.
The AI is scripted to never give recommendations, discuss specific holdings, or speculate on markets. It books the meeting where you handle that conversation directly.
Full transcripts, timestamps, and recordings of every interaction. If your CCO needs to review what was said, the record is one click away.
We work with your CCO to script the AI to your firm’s specific disclosure requirements, prospect intake protocols, and escalation procedures.
Free Audit
15 minutes. We’ll review your call flow, your average response time, and your referral capture rate, then show you exactly what a missed-prospect month is costing you. No pitch. Just math.
Featured
Why the first advisor who picks up wins the relationship, and what 30 minutes of delay actually costs.
Services
See every tool Ignitvio uses to manage prospect and client communication.
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Blog
24/7 call coverage that captures every late-night and weekend inquiry.
Tool
Plug in your numbers, see what missed prospect calls are costing your firm.
