Answers client inquiries 24/7
Handles account questions, service FAQs, and general support — with secure escalation when needed.
The Missed-Lead Economy
What happens when every financial client call is answered instantly
Financial organizations using oravoice’s AI receptionist experience measurable operational and revenue improvements within the first 90 days. Results vary by business model, service type, and call volume.
42%
Reduction in administrative call burden
Free advisors and staff to focus on client relationships and high-value financial services.
37%
Increase in after-hours lead capture
Convert missed evenings, weekends, and urgent financial inquiries into qualified appointments.
29%
Average revenue growth from automated service upsells
Promote consultations, premium advisory services, refinancing, policy upgrades, and additional offerings.
<25s
Average escalation time for urgent financial concerns
Quickly route fraud alerts, payment issues, and critical service requests to human specialists.
What it does
Everything your client service team needs — on autopilot
oravoice adapts to your firm type, call volume, and client expectations from day one.
Schedules consultations automatically
Books advisor meetings, loan consultations, and client appointments — synced to your calendar in real time.
Captures qualified leads
Collects contact details, intent, timeline, and service interest on every inbound call.
Routes sensitive cases securely
Escalates fraud alerts, payment issues, and priority client matters to human specialists in under 25 seconds.
Qualifies inbound opportunities
Scores intent and routes high-value lending, advisory, and insurance inquiries to the right team instantly.
Speaks your client’s language — automatically
100+ natural voices across languages and accents — essential for diverse client bases and global markets.
Smart Follow-Up Call Automation
Automatically schedule follow-up calls, reminders, or actions based on conversation outcomes and customer responses.
Full call analytics & compliance dashboard
Every call transcribed and tracked. See peak volumes, conversion rates, and recovered revenue by week.
Smart call routing — right agent, every time
Routes buyer, seller, leasing, and commercial inquiries to the right team — no wrong transfers.
Make & Zapier Integration Support
Connect seamlessly with thousands of platforms and workflows using Make and Zapier integrations.
How It Works
Launch your AI financial receptionist in under an hour
No developers. No complicated setup. Just connect your Twilio or Telnyx number, customize your AI client assistant, and automate client intake instantly.
-
1
Connect your Twilio or Telnyx number
Get a number from Twilio, Telnyx, or any supported VoIP provider and connect it to Oravoice in minutes — no technical setup required.
-
2
Customize your AI financial assistant
Choose voice, compliance-safe scripts, greetings, lead qualification flows, and escalation paths.
-
3
Sync your CRM, calendars & service systems
Integrate Salesforce, HubSpot, Zoho, appointment tools, and communication platforms.
-
4
Go live 24/7
Your AI receptionist instantly handles inbound inquiries, lead capture, and client support day or night.
Real Results
$31,400 extra monthly revenue — without increasing payroll
See how CrestPoint Wealth Advisors automated inbound lead management, reduced missed calls, and increased booked consultations with oravoice.
CrestPoint Wealth Advisors
12 advisory offices • UK & Europe
“Before oravoice, our advisors missed valuable opportunities after business hours. Now every lead is captured instantly, and our appointment pipeline has never been stronger.”
AR
Amanda R.
Operations Director, CrestPoint Wealth Advisors
CrestPoint Wealth Advisors · Results timeline
Before
75+ missed calls weekly
After-hours and peak-volume windows left advisors unable to answer every line — prospects often reached voicemail.
Week 1
oravoice live in under 1 hour
Connected office lines, synced CRM and calendars, and configured lead flows across advisory offices.
24 consultations booked automatically
Week 6
1,200+ financial inquiries handled automatically
Full automation across client inquiries, consultations, and support with faster response times.
$31,400 additional monthly revenue
Your next client could call after hours. Will someone answer?
Start your free 3-day trial and never miss another financial lead.
Who it’s built for
From independent advisors to enterprise finance organizations — oravoice just works
oravoice adapts to your firm type, call volume, and client expectations from day one — helping financial teams answer every inquiry, capture more leads, and deliver better client experiences automatically.
Wealth management firms
Portfolio consultations, VIP clients, and investment onboarding around the clock.
Portfolio consultations • VIP clients • Investment onboarding
Mortgage brokers & lenders
Loan qualification, refinance inquiries, and application scheduling automatically.
Loan qualification • Refinance inquiries • Application scheduling
Insurance agencies
Policy support, claims routing, and renewals handled 24/7.
Policy support • Claims routing • Renewals
Accounting & tax firms
Consultation booking, tax season support, and document collection.
Consultation booking • Tax season support • Document collection
Banks & credit unions
Customer service, branch inquiries, and product upsells at scale.
Customer service • Branch inquiries • Product upsells
Fintech companies
User onboarding, support automation, and account assistance.
User onboarding • Support automation • Account assistance
Debt relief & financial counseling
Lead generation, intake qualification, and service scheduling.
Lead generation • Intake qualification • Service scheduling
Investment firms
Client onboarding, meeting coordination, and premium service routing.
Client onboarding • Meeting coordination • Premium service routing
Plug in, not rip out
Connects to the tools you already use — in minutes
No new software to learn, no data to migrate. Oravoice slots into your existing stack including your PMS, CRM, and calendar.
Google Calendar
Calendly
Twilio
Zapier
Make.com
CSV / Excel Upload
Google Reviews
Zoho CRM
GoHighLevel
Mailchimp
PMS via API
SMS & WhatsApp
TripAdvisor
HubSpot
ROI CALCULATOR
Calculate your missed revenue right now
Move the sliders to match your financial business. See exactly how much revenue is walking out the door every week — and what oravoice puts back.
Your Business at a Glance
Based on 500+ financial services benchmarks · 14% of answered calls convert to booked consultations (industry avg).
Calls per day
50
% of calls currently missed
28%
Avg. opportunity value
$420
Lead conversion weight
18%
How we calculate (annual)
Missed calls / year = calls/day × 365 × (missed % ÷ 100) × 40% after-hours & peak-volume share.
Opportunities lost / year = missed calls × 35% client-ready intent rate (consultations, loans & appointments).
Revenue lost = opportunities lost × avg opportunity value × conversion weight (%). Recovered = revenue lost × 85% oravoice capture rate.
Annual revenue currently lost
$46,343
from missed financial client calls
- Missed calls / year 1,752
- Opportunities lost / year 613
- Revenue oravoice recovers $39,392
- oravoice recovery rate 85%
Estimates based on industry averages. Actual results vary by firm type, service mix, and configuration. Individual results may differ.
Recover this with Oravoice →
Make the switch
Better than a traditional receptionist — at a fraction of the cost
See how oravoice compares to human receptionists and basic voicemail across the areas that matter most to financial teams.
Capability
oravoice AI
Human Receptionist
Basic Voicemail
24/7 call answering
Always on
Shift-based
Records messages only
Natural client conversations
Human-like AI
Yes
Menu-only
Appointment scheduling
Automated
Manual
No
Lead qualification
Automatic
Limited
No
Multi-language support
100+ languages
Depends on staff
No
Handles multiple calls at once
Unlimited
One at a time
Queue only
CRM sync
Automatic
Manual updates
No
Analytics & transcripts
Included
Not available
No
Estimated monthly cost
$3,000–$6,000+
Moderate
Simple, flat pricing
Pricing that scales with your financial business—not your call volume.
No per-minute charges. No setup fees. No long-term contracts. Start fast, scale as you grow.
Managing multiple offices or advisory locations? Talk to sales for a custom financial services plan →
From finance operators
Trusted by financial teams that can’t afford missed leads
See why advisors, agencies, and finance organizations use Oravoice to answer every call, capture more leads, and deliver 24/7 client support.
We significantly increased booked consultations while reducing receptionist overhead.
Our after-hours lead capture transformed our sales pipeline.
oravoice allowed us to scale client communication without sacrificing service quality.
Got questions?
Everything finance teams ask before choosing an AI voice agent
Straight answers to the questions finance teams ask most before deploying oravoice.
oravoice is a 24/7 AI receptionist designed for financial services that answers calls, qualifies leads, schedules appointments, and supports client communication automatically.
Yes. It can securely route sensitive issues to human specialists while managing general inquiries automatically.
Yes. It connects with major CRMs, scheduling systems, and communication tools.
Yes. Workflows can be customized to align with industry-specific communication protocols.
Absolutely. It supports over 100 languages.
Most finance businesses go live in under an hour.
Yes. It scales from solo advisors to enterprise institutions.
Yes. By capturing more leads, scheduling more appointments, and improving response times, it drives measurable revenue growth.
Yes. Use it for appointment reminders, lead nurturing, policy renewals, payment reminders, and client follow-ups.
Still have questions? We're here to help.
Schedule a Call →
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