Professional, Compliant Call Handling for Modern RIA Firms

A Voice AI Assistant that handles client intake, routing, and service requests - accurately and compliantly. Never miss a client call again. Provide instant, white-glove service without adding headcount.

Built for RIAs, Built for Compliance

Your clients expect responsiveness. Your regulators expect precision. Vox Financial delivers both.

  • Structured, compliant intake and call screening

  • Advisor-specific routing

  • Appointment scheduling

  • Support for service requests

  • Reduces burden on client service teams

Everything Your Advisory Firm Needs to Deliver Better Service

  • Automated intake & CRM Logging

  • Routing by advisor, team, or AUM tier

  • Calendar integration for scheduling

  • Secure client verification workflows

  • Instant FAQ handling (transfers, statements, etc.)

  • Full audit trails and call transcripts

How It Works

We Learn Your Firm

Services, Workflows, custodians, and escalation rules.

We Train Your AI Assistant

Your AI Assistant is professionally tailored specific to YOUR business, using compliant, precise language.

You Go Live

Every call is answered, documented, and routed correctly.

Vox Financial Will Help You

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Save Time

Automate the calls that slow your team down. Vox Financial handles intake, routing, and routine service requests instantly—freeing advisors and staff to focus on client work, not phone tag.

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Grow Your Business

Never miss a prospect call again. With intelligent call capture and compliant data collection, Vox Financial ensures new opportunities are documented, routed, and followed up—so your pipeline grows even when your team is busy.

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Build Relationships

Clients feel cared for when their needs are handled quickly and professionally. Vox Financial provides responsive, human-like interactions that reinforce trust and strengthen the client experience from the very first touchpoint.

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Get Referrals

Exceptional service drives referrals. By ensuring that every call is answered, every request is captured accurately, and every client feels prioritized, Vox Financial helps your firm deliver the kind of experience people talk about.

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Stand Out

Differentiate your RIA with modern, always-on service. Vox Financial gives your firm the sophistication of enterprise-level call handling—smart, consistent, compliant, and personalized—so you present as the forward-thinking firm clients want.

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Build without Burnout

Stop stretching your team thin. Vox Financial handles the repetitive work—messages, scheduling, intake, updates—so your advisors and operations staff stay focused on high-value tasks without the constant interruption of ringing phones.

Deliver the Responsiveness Your Clients Expect

Find the Vox Assistant Built for Your Business

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