An AI sales agent built for advisory & wealth firms.
An advisor's scarcest asset is an hour of their time, and too much of it goes to discovery calls with prospects who were never a fit. ClientCloser qualifies on assets, planning needs, and timeline first — so the calls that reach your calendar are the ones worth taking.
The unqualified discovery call is the most expensive hour in the firm.
Prospects research advisors for weeks before they reach out, then contact several at once. Respond slowly and you're out of consideration entirely. Respond quickly but without qualifying, and your advisors spend their week on calls with people below your minimum, outside your planning focus, or not actually ready to move. Both failure modes cost the same thing: advisor capacity.
Qualifies on fit, not just interest
Establishes approximate investable assets, current advisor relationship, planning priorities, and time horizon — against the minimums and focus areas you define.
Explains your model clearly
Fee-only, fee-based, AUM percentage, flat planning fee, fiduciary standard — it explains how your firm actually works, accurately, so prospects self-select before the call.
Never touches recommendations
It talks about your process and your availability, never about specific investments, products, projected returns, or what someone should do with their portfolio. That's your advisors' work.
A real inquiry, handled
This is the kind of after-hours message that used to wait until morning — now it doesn't.
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Questions advisory firms ask
Never. It's configured to discuss your firm's process, service model, and availability only. Any question touching on specific investments, allocation, projected returns, or what a prospect should do goes straight to a licensed advisor — and it says so plainly rather than deflecting.
Yes, and diplomatically. It asks about approximate investable assets as part of a natural conversation, and for prospects below your minimum it can offer an alternative service tier, a referral, or a courteous decline — whichever you configure.
Every conversation is logged, timestamped, and exportable, with retention periods you configure. That gives your compliance team a complete record of what was said at intake — often better documentation than an unrecorded phone call.
No — and that boundary is configured before launch, not left to the model's discretion. ClientCloser handles intake: what you do, how you work, what an engagement typically involves, and when you're available. Anything requiring professional judgment is escalated to a licensed member of your team, and it states plainly that no advisory relationship is formed by the conversation.
It tells the prospect it will check with the team, captures the question and their contact details, and routes the conversation to your staff. It won't guess or invent an answer to keep the chat going — in this industry a confident wrong answer is far more expensive than an honest handoff.
Most firms are live within a week. You share your service model, account minimums, planning focus areas, and disclosure language once during onboarding — we handle the training, the channel connections, and the calendar sync, and you approve everything before it goes live.
Yes. Conversations and contact data are encrypted in transit and at rest, with role-based access controls and retention periods your firm configures. Asset figures and personal financial details disclosed at intake are treated as sensitive by default.
Yes. You set the fee ranges it may quote, the claims it can't make, the disclaimer it leads with, and the tone it uses before it goes live — and every transcript is logged so you can review conversations and refine its responses over time.