Re-engage customers Build trust and value
Conversational AI agents that enable wealth management professionals to focus on strategic planning while FinCallD handles client interactions with financial expertise and regulatory compliance.
Customer churn is silent, and expensive
Financial institutions lose billions annually to preventable churn. Customers who feel underserved, or uninformed don't announce their departure, they simply stop responding. By the time one of your advisors finds time to cycle through their client list and reaches out, the relationship is often already lost.
Meanwhile, regulatory frameworks like ASIC RG 271, FCA Consumer Duty, and CFPB oversight demand that every customer interaction demonstrates fairness, transparency, and duty of care. Scaling outreach while meeting these obligations with human teams alone is economically unsustainable.
FinCallD is revolutionary financial communications that enable wealth management professionals to focus on strategic planning while FinCallD handles client interactions with financial expertise and regulatory compliance.
Don't just listen to a recording Experience the difference
Experience CallD.AI live in action. Click the Talk to Olivia button to be connected to the FinCallD demo agent. She will update you on current market situations and seek to set up a meeting for you with your advisor, ask her to role play with you as if she were one of your agents, or ask anything about our platform and hear a natural, intelligent response.
- ✓ Real-time voice conversation
- ✓ Human response latency
- ✓ Powered by our multi-agent architecture
Try any of these with Olivia
6 ready-to-run scenarios across client engagement, compliance, and financial education.
Tell her which firm you would like her to represent or she will default to her own.
Client Re-engagement Call
Olivia calls an existing client to schedule a portfolio review. The flagship outbound demo: consent, IDV, reason for call, objection handling, booking.
Market Update Enquiry
Client calls asking about market conditions. Olivia explains without crossing into personal advice. Shows compliance guardrails.
Super / Pension Query
Client asks about super balance, contribution caps, or retirement planning. Olivia gives general info and refers to adviser for personal advice.
Objection Handling
Common objections handled naturally: time constraints, market volatility concerns, complacency. Six pre-built objection types.
Identity Verification
Full IDV flow: consent to recording, name and DOB verification. Shows compliance-by-design before any account information is shared.
Financial Concept Education
Explains diversification, franking credits, ETFs vs managed funds, dollar-cost averaging, all as general info with clear 'not personal advice' framing.
Olivia is just a demonstration; she's not yet trained or tuned specifically for your organisation or use case.
To understand how CallD.AI can configure her to improve outcomes for your enterprise, your agents and your customers, book a walkthrough with CallD.AI
Proactive engagement in three stages
Trust building relationship cadence
FinCallD integrates with your practice management platform or CRM to find those clients flagged for annual review, fee consent, portfolio and performance or life event reviews.
Conduct intelligent outreach
Your CallD.AI agents place outbound calls with full awareness of the customer's product portfolio, anniversary dates and regulatory context. They craft the conversation around the desired outcome. For a simple annual fee consent, they will complete the call with all regulatory compliance statements and post a recording and transcription of the call back to the client record. They can engage in general advice conversations and answer product questions. For annual Strategic, Portfolio or Performance reviews, they have the context for the need and urgency of a meeting with the client's preferred advisor, working with the client and the advisor's calendar to find the perfect time, all while maintaining strict compliance with financial services regulations.
Resolve or escalate intelligently
Completed transactional calls are posted to the practice or client relationship management platform with a file note against the client. Appointments are scheduled in your existing calendaring system with link to the conversation, file note and context for your client meeting. If a client is seeking immediate or personal advice, calls can be routed with context to the aligned advisor to pick up the conversation. No need for the client to cover the same ground.
Purpose-built for financial services
Measurable impact on your bottom line
The Ultimate Multiplier for AUM Growth
"By flawlessly automating our compliance-heavy fact-finding and appointment triage, CallD.AI has given me back over a dozen hours a week to focus entirely on high-value client relationships and aggressively growing my practice."
Managing Partner, Boutique Wealth Management Practice
Connects with your practice and client management systems
FinCallD integrates directly with industry-leading practice management systems, CRM, and telephony infrastructure.
Ready to reduce churn, grow trust and value?
See how FinCallD can transform your customer engagement and enable your financial professionals to dedicate their expertise to complex portfolio strategy, comprehensive financial planning, and meaningful client relationships.
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