✨Something powerful is coming. Aivoxgroup is currently under development — launching soon.

Aivoxgroup
INDUSTRIES · FINANCIAL SERVICES

Every client call answered, securely and on time.

Aivox answers routine account questions and schedules advisor calls securely, so your team can focus on the conversations that need a human touch.

37%Fewer missed client calls
24/7Advisor call scheduling coverage
84%Calls resolved without staff

WHAT AIVOX DOES FOR FINANCIAL FIRMS

  • Answers routine questions

    Shares office hours, general policies and service information instantly.

  • Books advisor calls

    Schedules calls with the right advisor straight into the calendar.

  • Sends reminders

    Confirms upcoming calls and reduces no-shows.

  • Routes sensitive requests

    Flags account-specific or urgent requests straight to a licensed advisor.

BEFORE & AFTER

What changes when Aivox answers the phone.

Calls go unanswered during market hours

Every call answered instantly

Aivox absorbs the call volume so clients never hit a busy line.

Advisor calls booked through email chains

Calls booked straight into the calendar

Clients pick an open slot with the right advisor immediately.

Staff repeat the same general questions

Common questions answered instantly

Office hours and general policy questions are handled without staff involvement.

Sensitive requests handled inconsistently

Careful, secure routing

Account-specific and urgent requests are routed straight to a licensed advisor.

BUILT FOR FINANCIAL SERVICES

Everything your client calls need, covered.

Advisor call scheduling

Books calls with the right advisor directly against their real calendar.

General policy Q&A

Answers office hours, service information and general policy questions.

Smart call routing

Routes account-specific and urgent requests straight to a licensed advisor.

Reminder calls

Confirms upcoming advisor calls a day ahead, reducing no-shows.

Secure, compliant handling

Keeps sensitive account details out of casual conversation by design.

After-hours coverage

Keeps answering general questions and booking calls after office hours.

HOW IT WORKS

From ringing phone to scheduled advisor call.

Client calls

The phone rings and Aivox picks up before the third ring, any time of day.

Aivox understands

It identifies whether this is a general question, a scheduling request, or an account-specific issue.

Books or escalates

Routine requests are booked instantly; account-specific issues go straight to an advisor.

Confirmation sent

The client gets a clear confirmation, and the calendar updates automatically.

BUILT FOR SERVICE

Designed for how a real advisory office actually runs.

Aivox is built to keep sensitive financial conversations out of casual small talk, and to hand off anything account-specific to a licensed advisor.

Secure, compliant call handling
Account issues routed to advisors
Full call logs for your records
Configurable services & hours
FAQ

Common questions from financial services teams.

Yes. Aivox connects directly to your advisors' calendars and checks real availability before confirming a call.

No. Aivox keeps sensitive account information out of casual conversation and routes anything account-specific to a licensed advisor.

Urgent or account-specific issues are flagged and routed straight to a licensed advisor.

Yes. Each advisor and office can be configured with its own calendar and details.

Most firms are fully set up and taking calls within days, not months.

MORE INDUSTRIES

Aivox works the phones for these teams too.

Restaurants

Take reservations and phone orders without a host on the line.

Explore solution →

Healthcare & Clinics

Book, confirm and reschedule patient appointments around the clock.

Explore solution →

Real Estate

Qualify buyers and schedule viewings the moment they call.

Explore solution →

Hotels & Hospitality

Handle bookings, requests and concierge questions instantly.

Explore solution →

Retail & E-commerce

Answer stock and order questions without hold music.

Explore solution →

Salon & Spa

Book appointments and answer service questions without a receptionist tied to the phone.

Explore solution →

Automotive

Schedule service appointments and answer basic vehicle questions any time of day.

Explore solution →

Education

Handle enrollment questions and schedule tours or calls for prospective students.

Explore solution →

Legal Services

Take new client enquiries and schedule consultations without missing a call.

Explore solution →

Financial Services

Answer routine account questions and schedule advisor calls securely.

You are here

Other

Whatever your business does, Aivox can pick up the phone and help.

Explore solution →

Never miss another client call.

Give every caller an intelligent answer — even when your advisors are in meetings.

Join the Waitlist

Be the first to know when we launch. Fill in your details below and we'll keep you posted.

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  • Restaurant
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  • Salon & Spa
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  • Financial Services
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