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AI phone answering service for financial-service businesses
An AI phone answering service for financial-service firms that screens inquiries, books consultations and escalates to licensed staff.
Compliance matters as much as coverage. Callenova's AI phone answering service for financial-service firms screens inquiries, books consultations and answers process and document questions from your approved materials, escalating anything that requires a licensed professional. Every conversation is recorded and summarized where permitted.
What the agent handles on every call
- Screen inquiries and book consultations
- Answer process and document questions from your materials
- Escalate anything requiring a licensed professional
What it costs
Plans start at $99 per month with 150 included minutes. See Callenova pricing plans and included call minutes or read how an AI receptionist is set up on your existing number.