The prospect who calls your RIA at 7:42pm and gets voicemail signs with a robo by Friday.
A 24/7 AI receptionist for financial-advisory practices. Qualifies prospects (AUM, planning needs), books intro calls into your calendar, handles client-FAQ inbound. Compliance-aware. $197/mo flat.
Watch Ovox close customers on your site.
Drop your details. Your AI sales agent is ready in 30 seconds.
Try it on your firm’s actual website — paste your URL above.
The reality of running an advisory practice
Every prospect that reaches voicemail is a 15-year client you lost to Schwab.
Financial advisory is one of the highest-LTV businesses in B2B services — and one of the worst at after-hours inbound capture. Most advisors lose 60%+ of website prospects to slow response.
Tuesday 7:42pm. A $1.2M rollover lead.
A 52-year-old engineer just left his employer. He has a $1.2M 401(k) to roll over and is comparing three advisors he found on NAPFA. Yours has the best reviews, but he can’t reach you tonight — voicemail says you’re back at 9am. The advisor whose chat picked up booked a 30-minute call for 8pm tonight. Lifetime client value lost: $180K+ in fees over 15 years.
Sunday afternoon. The widow who needs a plan.
Her husband passed three months ago. She’s navigating the financial mess for the first time and reading your fee-only planning page on a Sunday. She wants to talk to someone today. Your contact form promises a callback in 48 hours. By Tuesday she’s already in conversation with a competitor.
Existing client. Routine question. Burns 20 minutes of your day.
Your highest-net-worth client emails the office: “what’s the Roth conversion deadline for 2025?” Your one-staffer office has to interrupt three things to send the same answer they’ve sent four times before. You bill annually — this is unbillable interruption time, but you can’t ignore it.
Why financial advisors lose more LTV per missed call than any other vertical
The numbers that justify a 24/7 advisory front door.
average per-household advisory fee across fee-only and AUM-based models.
Multiply by 10–20 years of relationship to get LTV.
of prospect inquiries to advisory firms arrive after 5pm or on weekends.
When the working professional is actually thinking about money.
of advisory prospects sign with the first firm that responds.
Especially for rollover/transition events where the prospect needs to act before a deadline.
is the average advisory-firm response time for a website inquiry.
Almost three full days. By then the relationship is somewhere else.
Sources: Kitces.com advisor research · Cerulli Associates 2024 Advisor Benchmarking · Harvard Business Review (Oldroyd 2011) · InsideSales / Velocify Lead Response Management Study.
Run your firm’s numbers
How many high-LTV prospects are you losing to after-hours voicemail?
Honest defaults below. Average per-household annual fee: $5,000/year. Lifetime client value typically 10–20× that.
Tell us your numbers
Honest defaults below — tweak to match your business.
Your Google Analytics or Search Console number, monthly.
Industry average for service businesses is 3–5%.
AUM at 1% on $500K = $5,000. Lifetime: 10–20× that. Fee-only flat: $3,000–$10,000/yr.
You're losing roughly
$25,920
every month, to leads that arrive while no one's there to catch them.
With Ovox you recover
$10,080/mo
That's $120,960 a year — for $197/mo.
That's a 51× return on a $197 monthly subscription.
Conservative defaults, sourced from public industry research.
Your real numbers may run higher.
Two paths forward
Same calendar. Same Google traffic.Two completely different next 12 months.
Without Ovox
After-hours prospect inquiries land in voicemail. They sign with the next advisor by Friday.
Your contact form takes 8 fields and bounces 70%+ of prospects.
Existing clients ask the same routine questions five times — you can’t bill for it.
Compliance won’t let you put a chatbot on your site without an audit trail.
Your $300–$2,000/mo answering service still misses calls past 11pm and on holidays.
With Ovox
Every after-hours visitor gets qualified (AUM, planning needs, urgency) and an intro call booked into your calendar — while still on your site.
Conversational intake captures AUM, planning needs, household situation in 3–4 turns — with significantly higher completion.
Ovox handles routine client-FAQ from your published policies/portal, escalating only what actually needs you.
Full conversation logging, configurable disclaimers, no investment advice given without an advisor, US data residency available.
Genuinely 24/7, flat $197/mo, no per-call meter, no holiday surcharges, no overnight gap.
How it works
From your website to booked customers in 10 minutes.
No agency, no onboarding calls, no 6-week rollout. You set it up yourself — or, if you'd rather, we set it up with you on a screen-share.
Point Ovox at your website
Paste your URL. Ovox reads your services, pricing, hours, FAQs and tone of voice — the way a new hire would, on their first morning.
Under 30 seconds.
Tell it what to capture
Pick the intake fields your business actually needs — budget, urgency, insurance, project type, anything. Connect your calendar so it books straight into your schedule.
Under 3 minutes.
Embed and go live
One line on your website. Ovox is live as a chat and voice agent, ready to greet, qualify, and book every visitor — around the clock.
Under 10 minutes.
Already running Dentrix, ServiceTitan, Clio, Booksy, or Jobber? Ovox sits on top. Zero migration, zero switching cost — clean leads land in your existing workflow.
Purpose-built for financial advisors
What every advisory front desk should do — done 24/7, for $197/mo.
Same product as every other Ovox vertical. Advisor-coded playbook out of the box.
24/7 AI receptionist on your firm site
Chat and click-to-talk voice on every page. Knows your service model (fee-only / AUM / planning-only / hourly), minimums, planning specialties, and team.
Prospect qualification by AUM + planning needs
Asks the right discovery questions (assets to manage, planning needs, household situation, urgency) and qualifies into your intro-call calendar.
Compliance-aware boundaries
Configurable disclaimers, no “investment advice” ever given without a real advisor, audit trail of every conversation, prospect's data captured for your records.
Discovery / intro call booking
Books straight into your Calendly/Google Calendar. Different calendar slots for different conversation types (prospect intro, existing-client review, planning consultation).
Existing-client FAQ handling
Answers routine portal/document/timeline questions from your published policy. Escalates anything substantive to you.
Action-only lead cards
One-screen card per qualified prospect: AUM, planning needs, household situation, urgency, contact. Not transcripts — those live in the dashboard.
Inside the price
Everything Ovox does for your business.
One subscription covers the conversation, the capture, the booking, the integration, and the notification. No add-ons. No per-seat upcharges. No "premium tier".
A 24/7 chat agent that knows your business
Trained on your website in 30 seconds. Speaks your services, your pricing, your hours, your tone — not a generic bot.
In-browser voice calls, same agent
When a visitor wants to talk instead of type, they click to call — right inside the widget. The voice agent qualifies and books just like the chat does.
Configurable intake fields
You decide what every conversation captures — budget, urgency, insurance, project type, anything. Ovox returns exactly that. No transcripts to read.
Direct calendar booking
Confirmed appointments land in Google Calendar or Calendly with the right duration and conflict-checking. Customers leave with a real time slot, not a callback promise.
One-screen lead emails
Name, phone, what they want, when they want it — one tap to call. The action card every sales rep wishes their CRM sent.
Vertical-tuned sales playbooks
14 service-industry playbooks shipped out of the box — dental, legal, HVAC, real estate, med spa, and more. Configurable per practice.
Everything above is $197 a month. One flat price. See the full plan →
Pricing
One plan. $197 a month.
Everything included. No tiers, no annual contracts, no per-call meter.
One flat price for everything Ovox does on your website.
Cancel anytime · No contracts · 30-day money back
- A 24/7 AI sales agent that knows your business cold. Trained on your website in 30 seconds. Speaks your services. Sounds like one of your team — chat or voice, the customer's choice.
- Captures the customer details that close the deal. You decide what every conversation must extract — budget, urgency, insurance, project type, anything. Ovox brings back exactly that. No more, no less.
- Books straight into your calendar. Conflict-checked. Customers leave with an appointment. You wake up to a full week.
- One-screen lead emails. Not transcripts. Name, what they want, when they want it, one tap to call. The action card every sales rep wishes their CRM sent.
- Sits on top of the tools you already run. Dentrix, ServiceTitan, Clio, Booksy, Jobber. Ovox feeds them — never replaces them. Zero migration. Zero switching cost.
- Live on your site in 10 minutes — or we set it up for you. No 6-week rollout. No agency. No “come back next quarter.”
30-day money back — no questions asked.
Don't love it? Reply to any email and we refund you in full. We don't even ask why.
$197/mo · 30-day refund · Cancel anytime
We took every reason to say no off the table.
You don't have to trust us. We trust you.
30 days
Money back. No questions asked.
Try Ovox for a full month. If it doesn't pay for itself, email us and we refund you in full — no forms, no hoops, no hard feelings.
10 minutes
Live, or we do it for you.
If you can't get Ovox live on your site in 10 minutes, share your login — we hop on a Zoom and do it for you, free. That's a promise.
Anytime
Cancel from your dashboard. No contracts.
No annual lock-in. No buyout clauses. No “talk to a rep to cancel.” One button in your dashboard ends it — the way it should be.
The risk of trying Ovox is smaller than the risk of not trying it. That's the point.
Advisor FAQ
Questions advisors and RIAs ask before activating Ovox.
How does compliance work? Will Ovox give investment advice?
No. Ovox is explicitly configured to never give investment advice, recommendations, or projections. It handles intake, qualification, scheduling, and routine FAQ — it does not opine on securities, returns, or strategies. Every conversation can include your compliance-approved disclaimer, and every conversation is logged in your dashboard for audit purposes.
How is this different from Wealthbox, Redtail, Salesforce Financial Services Cloud, or other CRMs?
Those are your CRM + practice management. Ovox is the missing front door on your firm’s website that captures prospects (especially after-hours), qualifies them by AUM and planning needs, books intro calls, and answers existing-client FAQ. Lead cards drop into whatever CRM you already use.
Can I set asset minimums for which prospects get on the calendar?
Yes. You configure the qualification logic in the dashboard. Prospects below your minimum get a polite “we focus on households with $X+ — here’s a great alternative” path (e.g. handoff to a robo, XY Planning Network, or similar). Qualified prospects book straight into your calendar.
What about ADV and SEC requirements?
Ovox doesn’t do anything that triggers ADV requirements — no recommendations, no projections, no asset-specific advice. It’s functionally equivalent to an after-hours receptionist who answers the phone, takes a message, and schedules an appointment. We can provide a compliance-friendly description of the service for your CCO if needed.
How fast can it go live on my firm site?
10 minutes for most firms. Paste your URL — Ovox reads your service model, team bios, minimums, planning specialties. Configure your disclaimer, asset minimums, and qualification questions. Drop the embed code or share dashboard access and we install it for free.
Still on the fence? Email us directly — we read every message.
One last thing
A single lost prospect is a 15-year client gone. Stop losing them.
$197/mo. Compliance-aware. Live in 10 minutes. 30-day money-back.
$197/mo · 30-day refund · Cancel anytime