The Voice AI Agent connects to your financial CRM, portfolio tools, and advisory systems to pull client data and deliver real-time guidance. It works 24/7 to handle inquiries, update records, and assist clients with clear, human-like conversations.
Instant answers for investments, mutual funds, SIPs, loans, insurance, retirement planning, and wealth products.
Help clients understand product risks, suitability, benefits, and performance summaries.
Check allocations, suggest rebalancing, track returns, and answer asset-related queries.
Send high-value or sensitive advisory requests to human advisors with complete summaries.
AI creates easy-to-read summaries for both clients and advisors.
Remind clients about SIP dates, renewals, KYC deadlines, and market shifts.
Advanced AI-powered features that transform your financial advisory into strategic, voice-first intelligence and actionable insights.
View all active inquiries — investments, wealth management, insurance, tax-saving, loans — with sentiment and advisory trends.
AI generates clean summaries including client details, product interest, suitability, and risk level.
See which products clients inquire about most and why.
Forecast emerging investment trends, client demand spikes, and market-driven behavior.
Compare AI performance with top advisory teams and industry standards.
Understand client optimism, confusion, urgency, or risk aversion.
Generate weekly, monthly, or custom insights — product interest, financial topics, conversion potential, and trends.
Clients can ask: “What mutual funds fit my goals?” “How is my portfolio performing?” “Explain the benefits of a SIP.”
Connects with Wealth Management Agent, KYC Agent, Loan Assistance Agent, and Billing AI Agent.
Our AI agent delivers premium financial guidance that transforms client advisory into strategic, voice-first intelligence.
Instant answers for advisory needs.
Detect product demand and market-driven behaviors.
Improve advisory relevance and personalization.
Reduce advisor workload.
Understand client confidence and risk tolerance.
Fully secure and compliant.
See how our AI agent transforms your financial advisory workflow
| Feature | Manual Support | RhinoAgents AI Agent |
|---|---|---|
| Data Collection | Manual & Slow | ✓ Automated via API |
| Advisory Responses | Scripted & Delayed | ✓ Real-Time, AI-Powered |
| Reporting | Time-Consuming | ✓ Auto-Generated Reports |
| Forecasting | None | ✓ Predictive AI |
| Insights | Basic | ✓ Actionable Recommendations |
| Alerts | Manual Review | ✓ Smart AI Notifications |
| Integration | Multiple Tools | ✓ Unified Platform |
Your Voice AI Agent connects instantly with the tools you already use — no custom code, no disruptions, just unified, intelligent advisory.
Salesforce Finance Cloud, Wealthbox, Redtail, Practifi, HubSpot Finance
Morningstar, Bloomberg APIs, Portfolio Management Systems, Risk Profilers
Twilio, RingCentral, Aircall, Vonage, Telnyx, 8x8
Aadhaar KYC APIs, PAN Verification, AML Tools, Document Verification
Stripe, Razorpay, PayPal, ACH Systems
Loan Assistance AI Agent, Wealth AI Agent, KYC AI Agent, Billing AI Agent
Slack, Microsoft Teams, Notion, ClickUp
SOC 2 • GDPR • AML/KYC • ISO 27001 • SSO • Encrypted Data
See how financial institutions are transforming client advisory with our AI-powered voice agent.
AI handled investment FAQs and basic planning questions.
AI handled investment FAQs and basic planning questions.
AI provided instant product explanations and comparisons.
AI provided instant product explanations and comparisons.
AI shared market insights and portfolio updates proactively.
AI shared market insights and portfolio updates proactively.
AI handled SIP queries, fund comparison questions, and renewal reminders.
AI handled SIP queries, fund comparison questions, and renewal reminders.
AI prepared client summaries with complete advisory context.
AI prepared client summaries with complete advisory context.
Measurable improvements across key advisory metrics with AI-powered voice care
| Metric | Before AI | After AI Agent |
|---|---|---|
| Advisory Response Time | 14 min | 3.2 min |
| First-Call Resolution | 48% | 91% |
| Missed Calls | High | Near Zero |
| Cost per Consultation | $10.20 | $3.30 |
| Accessibility | Business Hours | 24/7 Voice |
| Advisory Actions | Reactive | Predictive |
Our Voice AI Agent for Financial Services Client Advisory serves diverse financial sectors with customized voice support and resolution solutions.
Portfolio & planning
Mutual funds & SIPs
High-net-worth clients
Fund comparison & sales
Policy & wealth planning
Pension & savings
Digital advisory & robo
Automated wealth tools
Find answers to common questions about our Voice AI Agent for Financial Services Client Advisory.
Don't just take calls — deliver personalized guidance, anticipate client needs, and build trust with AI that advises like your top wealth manager.