AI Employee for Financial Advisory Firms — Nationwide

Meet Taylor, your AI Client Coordinator: answers every call, books every appointment, and follows up 24/7 — for the cost of half a hire, live in 7 days, backed by a 60-day performance guarantee.

AI Client Coordinator for Financial Advisors

For financial advisors, growth comes from two things: booking new prospects and keeping existing clients close. Most prospects need five or more touches before they book, and a large share of clients quietly feel under-contacted — putting referrals and retention at risk. An AI client coordinator for financial advisors handles both, tirelessly and compliantly.

Prospect Follow-Up & Annual Review Scheduling

Taylor is an AI Employee built for advisory firms. Taylor responds to every new prospect quickly, books discovery and planning meetings, runs multi-touch follow-up until the prospect commits, schedules annual reviews for existing clients, and requests reviews and referrals from happy clients. Taylor qualifies prospects by assets and planning needs and logs every touch in your CRM using compliance-safe, script-based responses.

What Taylor Handles for Financial Advisory Firms

• Responds to every new prospect quickly
• Books discovery and planning meetings
• Runs multi-touch follow-up until the prospect commits
• Schedules annual reviews for existing clients
• Requests reviews and referrals from happy clients
• Qualifies prospects by assets and planning needs
• Logs every touch with compliance-safe responses

Replace a Coordinator for $997/mo

A client service coordinator costs $3,500 a month. Taylor covers follow-up and scheduling around the clock for a flat fee starting at $997/mo, backed by a 60-day performance guarantee. Meet Taylor and see the full advisor offer on our dedicated landing page.

Live in 7 Days, Backed by a 60-Day Guarantee

Getting started takes one 15-minute call. We connect Taylor to your phone number, calendar, and CRM, load your scripts and booking rules, then test and tune until Taylor sounds exactly the way you want. Within seven days, Taylor is answering calls and booking appointments for your financial advisory firms business. Every plan is month-to-month with no lock-in, and Taylor carries a 60-day performance guarantee: if the 30-day target for your industry is missed, month two is on us — no refund forms, no back-and-forth.

Or book a 15-minute discovery call from that page.