3,053 Happy Users
Elevate client service.
Our 24×7 AI receptionist answers questions and books appointments.
Enterprise-Level Protection
Your clients’ security is our top priority. Every interaction is protected by the same security standards used by leading financial institutions. Book your personalized demonstration and discover how to scale your financial practice while maintaining the highest security standards.
Professional Client Engagement
Your virtual assistant represents your brand perfectly:
- Customized voice and tone
- Multilingual capabilities
- Industry-specific terminology
- Professional etiquette
- Brand-aligned communication
Modernize Your Financial Services
Perfect For All Financial Services:
- Wealth Management
- Financial Planning
- Investment Advisory
- Retirement Services
- Tax Planning
See How Simple It Works:
Click to try our law firm demo.
Click to try our real estate demo.
Click to try our health & beauty demo.
Click to try our home services demo.
RevBooker Monthly
$395
/month
- 24/7 AI Receptionist
- Set Up For You
- Autopilot CRM
- Call Logs and Recordings
- Real Time Analytics
- Call Transferring
- Intake Form Workflows
- Lead Qualification
- Google Appointment Calendar
RevBooker Annual
$3950
/year
- 24/7 AI Receptionist
- Set Up For You
- Autopilot CRM
- Call Logs and Recordings
- Real Time Analytics
- Call Transferring
- Intake Form Workflows
- Lead Qualification
- Google Appointment Calendar
RevBooker Addons
Custom Google Ads campaign
- Targeted campaigns
- Direct-to-receptionist routing
- Optimized ad spending
- Detailed performance analytics
Embeddable “click to talk” button
- Embed receptionist on your website
- Website users added to analytics
- Customize to fit your brand
- Simple implementation
Intake Form Set Up
- Gather caller specific information
- Streamline your data collection
- Context-triggered questions
- Dedicated response dashboard
Scheduling Platform
- Connect directly to your calendar.
- Custom booking links
- Streamlined booking experience
- Automated reminder notifications
This system has revolutionized our practice. We’ve maintained perfect compliance while growing our client base by 40%. The automation has freed our advisors to focus on what matters most – serving our clients.
Robert Williams, Managing Director, Wealth Management
