Never Miss A High-Value Client Again
Call to hear your AI receptionist —
it's live right now
No signup · No commitment · Just call and experience it
CALL ANSWER RATE
SECOND AVERAGE RESPONSE
COVERAGE INCLUDING HOLIDAYS
DAYS TO GO LIVE
How It Works
From demo to live in three simple steps
Tell Us About Your Practice
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
Tell Us About Your Practice
Share your practice areas, consultation process, fee structure, and preferred client intake workflow so we can tailor the AI to your firm.
We Build Your Custom AI Receptionist
We train your AI on your industry's terminology, client intake requirements, confidentiality protocols, and your firm's specific scheduling and follow-up processes.
Go Live in Under 7 Days
Your AI receptionist begins screening leads, scheduling consultations, and handling client inquiries — letting you focus on delivering expert services.
The Difference Is Clear
Without Callis
Missed calls mean lost AUM—prospects with $500K+ to invest choose advisors who answer promptly
Administrative staff costs drain your practice's profitability and limit growth potential
Voicemail delays frustrate urgent callers during market downturns when clients need reassurance most
Manual appointment scheduling creates back-and-forth delays and reduces conversion rates
Time spent answering routine calls takes you away from high-value client meetings and planning work
With Callis
AI-powered excellence
Capture Clients When Markets Move
Capture leads when markets open, after hours, and on weekends. Your AI receptionist ensures anxious clients reach you during market volatility—day or night.
Book Only Qualified Prospects
Pre-screens prospects, collects required information, and follows your compliance protocols. Only qualified, pre-vetted leads reach your calendar.
Fill Your Calendar Automatically
Syncs with your calendar in real-time. Books initial consultations, annual reviews, and portfolio discussions without double-booking or scheduling conflicts.
Impress Every Client from First Contact
Greets callers by name, recognizes existing clients, and provides personalized responses about your services, specialties, and investment philosophy.
Grow Revenue Without Overhead
Replace $50,000+ annual receptionist costs with 24/7 AI coverage for a fraction of the price. Every captured lead pays for itself many times over.
Simple, Transparent Pricing
No contracts. Cancel anytime. No hidden fees.
+ $999 one-time setup
Cancel anytime · No contracts
Everything included
Your $999 setup includes:
Custom AI Training·Phone System Setup·Call Flow Design·Testing & QA·Go-Live Support·Dedicated Account Manager
The Real Cost of Missed Calls
See how Callis compares to traditional staffing
Full-Time Office Receptionist
With Callis
RecommendedYour Estimated Savings
$3,600 - $5,300 / month
That's $43,200 - $63,600 saved per year
Frequently Asked Questions
Everything you need to know
See Callis Handle a Real Financial Advisor Call
See how your AI receptionist handles real calls
With your firm name, your services, your client standards.
+1 (936) 262 4300OR
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Join 400+ businesses already using Callis