AI agents for financial advisers

Every client call answered, without an adviser leaving a meeting.

Revti answers calls for advice firms, mortgage brokers and wealth managers: it books reviews, captures new enquiries, chases documents and routes anything urgent, then logs it all for the firm. It handles administration, not advice.

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Financial services line

Live

Thanks for calling. How can I help?

I need help with new enquiry capture.

Of course. Let me take a few details and sort that out now.

New enquiries are booked instead of lost to voicemail.

24/7
cover for client calls, in and out of office hours
0 sec
hold time for routine calls
80+
languages for a wider client base
Every call
summarised, recorded and logged for your records

Why it matters

Where enquiries are lost today

Advisers spend the day in client meetings, so the phone goes to voicemail exactly when a new enquiry or an anxious client is calling.

  • 1

    New enquiries arrive while you are with a client

    A prospect who reaches voicemail often rings the next firm. The first call needs a proper answer and a booked appointment.

  • 2

    Admin calls eat adviser and paraplanner time

    Review bookings, document chasing and appointment changes are routine, but they interrupt the work only qualified people can do.

  • 3

    Records have to be complete

    Regulated firms need to show what was said and when. Notes written from memory after a call are not good enough.

What Revti handles

Built around how financial services teams work

Revti follows your process, your wording and your rules, then hands over to a person when one is needed.

  • New enquiry capture

    Takes the caller's details and what they need help with, then books a first meeting with the right adviser.

  • Review and appointment booking

    Books, moves and confirms annual reviews and meetings against the adviser's real calendar.

  • Document chasing

    Calls or messages clients for outstanding documents and logs what was promised and by when.

  • Urgent routing

    Recognises a complaint, a vulnerable client or a time-critical matter and transfers it to a person with a briefing.

In practice

A day on the phones, handled

  • Independent financial advisers

    • New client enquiries
    • Annual review booking
    • Document chasing

  • Mortgage and protection brokers

    • First-call fact capture
    • Appointment booking
    • Application status updates

  • Wealth and pension firms

    • Client service line
    • Meeting scheduling
    • Urgent call routing

Outcomes

What changes for your team

  • New enquiries are booked instead of lost to voicemail.
  • Advisers stay in meetings while routine calls are handled.
  • Every call has a summary, transcript and recording on file.
  • Anything that needs a qualified person is handed over, not answered by the agent.

Connects to

  • Salesforce
  • HubSpot
  • Microsoft 365
  • Google Calendar
  • Outlook
  • Zapier
  • Your CRM by API
  • MCP tools

Anything not listed connects through no-code automations, webhooks, the API or MCP.

See all integrations

Questions from financial services teams

  • No. Revti handles administration: answering, booking, capturing details, chasing documents and routing calls. You set what it may and may not discuss, and anything that needs a qualified adviser is passed to one.

  • Yes. Every call can be recorded and transcribed, with a summary of what was agreed. You control how long the data is kept. You remain responsible for meeting your own regulatory record-keeping rules.

  • Yes. Pact (heypact.co.uk) introduces clients to FCA-regulated advisers and checked specialists. Advisers who take introductions through Pact can use Revti to answer and book the calls and messages that follow.

Other industries

Get started today

Build your financial services agent, connect a number, and hear it answer.

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