Built for Financial Advisors

AI-Powered Calls for Financial Advisors

Turn every client call and review meeting into a structured, time-stamped record - suitability notes, commitments, and follow-ups - synced to Wealthbox or your advisor CRM, ready for your compliance file.

Book a Free Demo See Use Cases
  • Cancel anytime
  • Your reps don't change anything
  • Works with your existing CRM
Overview
Last 30 days · All agents
Manager view
Calls
1,247
▲12%
Talk time
68h
▲8%
Avg quality
87/100
▲4%
Positive
73%
▼2%
Top agents
AgentCallsTalkQuality
Riley K.24714h94
Jordan M.21812h88
Avery P.19210h71
Sam D.1769h82
📊
See every call
Transcribed, summarized, scored. Searchable in seconds.
🎯
Coach every agent
8-dimension rubric, per-call coaching, weekly digest.
🚩
Catch every flag
29 built-in alerts, custom rules, evidence-backed.
★★★★★
100% 5-star verified Google reviews
Real customers, real conversations. Read every review on Google →
★★★★★

"The service I receive from Voipcom is top notch. Quick response and always have the answer. They don't waste anytime - just get the job done!"

W. Scott Lawler · Google
★★★★★

"Great phone system for our business! We love the features we get with Voipcom and wouldn't go back to Verizon again."

Tiffany Nedrow · Google
★★★★★

"Great product, great customer service. We've used the service for over a month now and we are still learning all the great options it offers. Easy to use. Transition from old system was seamless."

Dan Jackson · Google
★★★★★

"This team is so responsive! They are trustworthy, and have the best customer service! David is always helpful and great to work with!"

Karen Gil · Google
★★★★★

"Great customer service - even after 5:00 on a Friday, I got an immediate response and my issue was quickly resolved!"

Pam Molnar · Google
★★★★★

"The product is excellent & has far exceeded my expectations. My interactions with the team members at Voipcom has been exceptional and always very helpful!"

Heidi Spillmann · Google
★★★★★

"The service I receive from Voipcom is top notch. Quick response and always have the answer. They don't waste anytime - just get the job done!"

W. Scott Lawler · Google
★★★★★

"Great phone system for our business! We love the features we get with Voipcom and wouldn't go back to Verizon again."

Tiffany Nedrow · Google
★★★★★

"Great product, great customer service. We've used the service for over a month now and we are still learning all the great options it offers. Easy to use. Transition from old system was seamless."

Dan Jackson · Google
★★★★★

"This team is so responsive! They are trustworthy, and have the best customer service! David is always helpful and great to work with!"

Karen Gil · Google
★★★★★

"Great customer service - even after 5:00 on a Friday, I got an immediate response and my issue was quickly resolved!"

Pam Molnar · Google
★★★★★

"The product is excellent & has far exceeded my expectations. My interactions with the team members at Voipcom has been exceptional and always very helpful!"

Heidi Spillmann · Google
Built for financial advisors

Voipcom AI knows how your industry actually runs.

Advisors are expected to keep a record of what was said on every client call, and most reconstruct it from memory hours later, if at all. Voipcom AI captures the conversation as it happens - the review discussion, the risk and suitability talk, the commitments, the action items - and writes a clean, time-stamped summary into Wealthbox or your CRM. Your team builds its book, and the record-keeping takes care of itself.

Use Cases

How Financial Advisors use Voipcom AI

Real workflows our advisory firm customers automate every day.

Time-Stamped Client Records

Every call becomes a dated, structured record of what was discussed and agreed - the communication trail your compliance process expects.

Review-Meeting Summaries

Annual and quarterly reviews are captured automatically: goals, concerns, changes in circumstances, and the next steps you promised.

Suitability & Risk Notes

Discussions about risk tolerance, objectives, and recommendations surface as structured notes, not buried in an audio file.

Wealthbox & CRM Sync

Each call lands as an Activity on the client's Contact in Wealthbox, with summary and tags. No manual logging after every meeting.

Follow-Up Capture

"Send the rollover paperwork" or "revisit the allocation in Q3" become assigned tasks with due dates, so client promises do not slip.

Sentiment & Retention Signals

Tone tracking surfaces which clients are uneasy about performance or fees, so you can reach out before they move their assets.

The Coaching Engine

Three layers of coaching. Per call, per agent, per week.

Voipcom doesn't stop at scoring a single call. It coaches each call with quoted evidence, synthesizes patterns across an agent's recent calls, and emails every manager a digest on Monday morning. All on the same uniform 8-dimension rubric.

Per-call coaching

Every call, coached with evidence.

Click any call → Voipcom returns strengths and growth areas, every point quoted from the transcript.

✓ Strengths
Confirmed budget early. Reflected customer's concern about implementation timing.
Growth area
Missed asking for budget commitment after positive signals.
Per-agent coaching

Cross-call patterns, not one-off feedback.

Voipcom reads the agent's recent calls and synthesizes patterns: themes, recurring strengths, recurring gaps.

Focus this week
Riley closes confidently on discovery but fades on price objections - run roleplay on the next 5 deals over $5k.
Weekly digest

Your Monday morning, written for you.

Every Monday 08:00, every manager gets a per-team digest. Wins, concerns, and the 3 calls that need their eyes.

247 calls · 73% positive · 4.9 ★
  • Avery P. set a new team record on empathy (96 avg)
  • 3 calls flagged for cancellation risk
  • Pricing objections trending up - team huddle?
Integrations Financial Advisors use most

Voipcom AI works with 17+ CRMs. These are the ones advisory firm customers ask for first.

HubSpot logo
Hubspot
Salesforce logo
Salesforce
Wealthbox logo
Wealthbox
Zoho CRM logo
Zoho CRM

Plus the full integrations grid: Salesforce, HubSpot, Zoho, Clio, Freshdesk, VTiger, Zendesk, GoHighLevel, Microsoft Dynamics 365, Wealthbox, Halo PSA, ActiveCampaign, Pipedrive, Close, AgencyBloc, Acculynx. Don't see yours? We build custom integrations on a per-customer basis.

Talk to us about your stack →
Pricing

$30 per seat for most teams. Custom for the rest.

Most advisory firm teams sign up below for $30 per seat and are live this week. If you need a signed SLA, custom integrations, or you're rolling out to 50+ agents, we'll build a plan that fits.

Voipcom AI
$30
per seat / month, billed monthly
  • Every call transcribed and summarized
  • Action items, sentiment, and call scoring on every call
  • Manager overview with weekly briefing
  • Coaching engine (per-call, per-agent, weekly digest)
  • Weighted leaderboard with awards board
  • Competency heatmap (8-dimension rubric)
  • Ask Your Calls (natural-language search)
  • 29 built-in content alerts + custom rules
  • Email + PDF report delivery
  • Chrome extension for every rep
  • CRM sync (Salesforce, HubSpot, Zoho, Clio, more)
  • Email + chat support
Book a Free Demo
Month-to-month. Cancel anytime. No setup fee.
Voipcom AI Enterprise
Custom
tailored to your team
  • Everything in Voipcom AI, plus:
  • Signed SLA with uptime guarantee
  • Custom DPA and security review
  • Audit logs and admin access controls
  • Dedicated Customer Success Manager
  • White-glove onboarding and training
  • Custom CRM integrations built for you
  • Custom rubrics and scoring weights
  • Volume pricing for 50+ seats
  • Priority support
  • Annual billing available
Talk to Sales
For 50+ seats or strict compliance. Or call 480-571-4454.
Our Promise

No contracts. No setup fees. Cancel any month.

The AI runs on real compute the moment you process your first call, so money-back guarantees aren't on the table. Here's what is.

Month-to-month billing
Pay for what you use, not what you might use
No exit fees
Ever. The last month bills like the first.
No retention games
No save-call gauntlet, no friction

If we're not earning the seat, tell us and we'll cancel it.

See Voipcom AI for Your Advisory Firm

Book a 15-minute demo. We'll show a real client call turned into a time-stamped, structured record synced to Wealthbox - exactly what your team and your compliance file will see.

★★★★★

"Great customer service - even after 5:00 on a Friday, I got an immediate response and my issue was quickly resolved!"

Pam Molnar, Verified Google Review
Book a Free Demo