For financial advisors and wealth firms
Every inquiry answered. Every meeting booked.
You are in a client review and the phone keeps ringing. Eve (Eva in Spanish) answers, books the meeting, and texts you who called and why.
Tap Get Started and Eve answers right away, day or night, in English or Spanish. No forms. No calendar to fight with.
Get your free Missed-Call Leak Audit
In 20 minutes we show you exactly where your firm loses prospects and client requests, and what it is costing you. You get a written report in 5 days. It is yours to keep.
- No contract
- No sales pitch
- Yours to keep, either way
Where it leaks
Three ways a firm loses clients
None of these are anyone's fault. They happen when the person who could answer is in a client meeting.
You are in a review
A referral calls to set up a first meeting. It goes to voicemail. They call the next advisor on their list.
The form filled after hours
A prospect fills your website form in the evening. Nobody sees it until the next day. By then another firm has replied.
The review nobody scheduled
A client's annual review slides a quarter, then two. There was never a spare hour to call and book it.
What Eve does for you
Six jobs off your front desk
Each one runs every day, without anyone remembering to start it.
Answers every call
Meetings, lunch, or after hours, Eve answers in seconds and books the appointment.
Replies to every inquiry
Website, referral, and ad leads get an answer in seconds, with your own booking link for them.
Books and reschedules meetings
First meetings, reviews, and follow-ups land on your calendar. Changes handled by phone, no back-and-forth.
Keeps reviews on schedule
Clients due for a review get a reminder until the meeting is booked.
Grows your referrals
Happy clients are asked for a Google review and a referral at the right moment. Concerns reach you privately first.
Speaks English and Spanish
Eve answers in English. When a caller asks for Spanish, Eva takes over on the same call. Included in every plan.
How it works
Three steps. You do about three hours of it.
- 1
Tap Get Started
Eve asks a few quick questions about your business and books your free 20-minute assessment. It takes about two minutes.
- 2
We map your week
On the call we find every place calls and leads slip through. You get a written leak audit. It is yours to keep, either way.
- 3
Live in 30 days
We build it, test it, and you approve every message before it goes out. Then Eve goes to work, every day and every night.
Built for regulated firms
Compliance handled before launch
- Never gives advice. Eve books and takes messages. She does not discuss accounts, products, performance, or recommendations.
- Only what is needed. Eve collects name, contact, and reason for the meeting. Account details stay in your systems.
- Every message on record. Everything is logged and can be exported for your compliance file, with access set by role.
What Eve will not do
- Give investment, tax, or insurance advice
- Discuss account balances or performance
- Write into your custodian or planning software
- Replace your client service team
Questions
The ones we get asked
Is this allowed under our compliance rules?
Eve only answers, books, and takes messages. She never discusses products, performance, or advice. Every conversation is logged and exportable so your compliance file is complete.
Will clients know they are talking to a virtual employee?
Eve is friendly and clear about who she is. Clients care that someone answered and booked them, and Eve does both.
What happens when a client has an urgent request?
Anything urgent goes straight to a person on your team. Everything else is booked for the next open slot.
How much of our time does this take?
About three hours in total: one call to map your firm and one to approve the messages.
Next step
Hire Eve for your firm.
She answers every call, replies to every lead, and texts you every booking. Day and night. English and Spanish.
For less than the price of one part-time employee
¿Prefiere español? Empiece hoy con Eva →- 1 Tap Get Started
- 2 Eve asks a few quick questions
- 3 We text you to confirm your free 20-minute assessment