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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.

Other industries we answer for