Qualify Every Prospect. Book Every Review. Nurture Every Relationship.
Ava handles new prospect calls, books review meetings, and answers client inquiries 24/7, then runs the quarterly review campaigns and prospect nurturing sequences that grow your AUM.
Sound Familiar?
Every advisor loses prospects and clients to these friction points. The ones growing fastest eliminate them.
Prospects Call Once and Never Again
A high-net-worth prospect calls during your client meeting. They get voicemail. They don't leave a message. They found another advisor by the time you noticed the missed call.
Review Scheduling is a Scheduling Nightmare
Coordinating annual and quarterly review calls with 150 clients manually takes hours every week. Meetings slip. Clients feel neglected.
Market Volatility Triggers Call Floods
Every time markets move significantly, your phone lights up. Your team handles reactive calls instead of proactive advisory work.
Referrals Go Cold Before You Follow Up
A client refers a colleague. You get the name, intend to call Monday, and forget. That referral calls someone else Wednesday.
How Ava Helps Your Advisory Practice
From new prospect qualification to review scheduling, built for Canadian financial advisors and the clients they serve.
24/7 Prospect Qualification
Every new prospect inquiry answered instantly. Ava qualifies investable assets, current advisor relationship, financial goals, and timeline, so you get warm leads, not cold callbacks.
Review Meeting Scheduling
Ava books quarterly and annual review calls directly into your calendar. Clients get an SMS confirmation and a reminder before the meeting.
Market Q&A & Routing
Ava handles common market volatility questions with your approved talking points, and routes complex advisory questions directly to you.
Client Inquiry Handling
Account access questions, RIF/RRSP inquiries, TFSA and RESP contribution limit questions, Ava handles the routine calls so you can focus on advisory work.
Meeting Reminders
Automated reminders before scheduled review calls and consultations. Reduce no-shows and keep your client engagement calendar running smoothly.
Practice Analytics
Track new prospect conversion, review completion rates, client engagement, and referral source performance, all in your dashboard.
Nurture Every Client Relationship at Scale
Quarterly review campaigns, market update broadcasts, and prospect nurturing, Ava keeps you top of mind without adding to your workload.
Quarterly Review Campaigns
Ava reaches every client 2 weeks before quarter-end, SMS or call, to schedule their review meeting. You stay consistently engaged without chasing calendars.
Market Update Broadcasts
Send personalized market updates to your entire client list via SMS or email, Ava handles all replies and routes relevant questions to you.
Prospect Nurturing Sequences
Prospects not ready to commit get a structured drip, educational content, market insights, and periodic check-ins, until the timing is right.
Referral Activation Campaigns
Ava reaches out to satisfied clients at key milestones with a referral ask, making it easy for them to introduce their network to you.
Hear It in Action
A new prospect inquiry handled from first call to booked consultation.
Ava: AI Receptionist
● Live Call
Caller
Hi, I'm looking to move my investments to a new advisor. I've had the same one for 10 years and I'm not happy with the returns.Caller
I'm 52, so maybe 10-12 years out from retirement. Growth with some protection.Caller
Sure, I'd be open to that.Caller
Tuesday at 10.Caller
Robert Fontaine, 613-555-0156.Real Scenarios, Real Results
How AVADesk captures new AUM and keeps existing clients engaged.
High-Value Prospect During Client Meeting
You're in a 2-hour portfolio review when a $2M prospect calls. Ava answers, runs through qualification questions, captures their goals and timeline, and books a discovery call for Thursday. You emerge from your meeting with a qualified lead already scheduled.
Market Volatility Call Flood
Markets drop 4% in a morning. Your phone rings non-stop. Ava handles the standard 'what does this mean for my portfolio?' calls with your approved talking points, routes the complex cases to you, and lets you focus on high-value clients who need direct attention.
Referral Follow-Up
A client mentions they referred their brother-in-law. The brother-in-law calls that evening. Ava answers, qualifies him ($450K to invest, 8 years to retirement), and books a call for the next day. You follow up with a pre-qualified referral instead of a cold name.
Q4 Annual Review Campaign
September hits. You have 140 clients due for their annual review. Ava calls each one, references their portfolio by name, and books the review into your calendar. 112 scheduled in a week. No assistant required.
Simple, Transparent Pricing
No hidden fees. Pay only for what you use.
150 AVA Credits included · $0.30/AVA Credit
- ✓24/7 AI call answering
- ✓Appointment booking
- ✓SMS conversations
- ✓Lead capture & analytics
1000 AVA Credits included · $0.45/AVA Credit
- ✓Everything in Receptionist
- ✓SMS & email campaigns
- ✓Outbound AI calling
- ✓Instagram & Facebook DM auto-reply
- ✓AVA HQ multi-location dashboard
Additional phone numbers: 20 AVA Credits/mo each. See full pricing →
Frequently Asked Questions
Everything you need to know before getting started.
Can Ava handle sensitive financial questions?
Is client data handled in compliance with IIROC/MFDA and privacy regulations?
Can AVA run quarterly review outreach for our practice?
Can Ava handle calls in French as well as English?
We have multiple advisor offices. Can AVADesk manage all of them?
Ready to Grow Your Practice Without Growing Your Headcount?
First month free. 150 AVA Credits. No credit card required.
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