The AI Phone Assistant for Financial Advisors
Qualify prospects, book consultation appointments and answer customer inquiries – automatically and trustworthy.
Why Financial Advisors Need Divine Call
In finance, trust decides – and availability is a key trust factor. When prospects call and only reach voicemail, they go to the next advisor. Divine Call qualifies every lead, books consultation appointments and radiates professionalism.
Benefits
Convert Every Lead
Divine Call is available 24/7 and qualifies every prospect immediately. No lead is lost anymore.
Professional First Impression
Every caller is greeted friendly and competently. Divine Call conveys seriousness and professionalism.
Pre-Qualify Leads
Divine Call captures investment amount, goals and timeframe. You only receive qualified leads with complete information.
Automatically Book Consultations
Prospects can book an appointment directly in your calendar – no more scheduling back-and-forth.
Compliance Ready
Divine Call documents conversations traceably and meets industry requirements.
Features
24/7 Availability
Receive prospect inquiries evenings and weekends too.
Lead Qualification
Capture investment goals, available capital and timeframe.
Appointment Booking
Book consultation appointments directly in your calendar.
Documentation
Document all conversations compliantly.
Callback Service
Forward callback requests with priority.
CRM Integration
Transfer leads directly to your CRM.
Multilingual
Professionally serve international clients too.
Trustworthy Presence
Serious and competent conversation style.
How Divine Call Works for Financial Advisors
3 steps to more clients
Configure
Enter your advisory focus areas, minimum investment amounts and appointment options.
Qualify
Divine Call captures investment readiness, goals and time horizon of each prospect.
Advise
You receive complete lead profiles and can provide targeted advice.
For All Financial Areas
Wealth Management
Qualify prospects by investment volume and goals, coordinate initial meetings.
Loans & Mortgages
Pre-qualify loan applications, request documents, book consultation appointments.
Retirement Planning
Capture life phase and planning needs, offer matching consultations.
Frequently Asked Questions
Everything about Divine Call for financial advisors
Is Divine Call compliant with financial regulations?
Can Divine Call check minimum investment amounts?
Are conversations recorded?
Can Divine Call request documents?
Is my CRM supported?
What does Divine Call cost for financial advisors?
More Clients, Better Leads
Try Divine Call free for 14 days and boost your conversion rate.
Start Free