Built for Financial Services
AI Appointment Setter for Financial Services Professionals
Our Voice AI Appointment Setter calls your leads around the clock, qualifies prospects, and fills your advisors' calendars. You don't lift a finger, and it sounds like a live agent. Stop losing leads because nobody called back fast enough.
Trusted By
Trained for financial services sales
Built for Financial Services Sales
This isn't a generic chatbot. It was built for financial services: insurance, mortgage, lending, and wealth management.
Trained for Sales & Objection Handling
Overcomes objections and smoke screens common to phone sales.
Phone Carrier SPAM Label Prevention
We automatically detect if your phone number has been marked as Spam and automatically switch it out for a clean number when necessary.
Detailed Note Taker
Captures financial details like product interest, coverage needs, loan type, and timeline so your advisors can walk in ready to close.
Automatic Outbound Follow-ups
Most leads need multiple calls to answer. We use industry follow-up best practices to ensure no lead is wasted.
Scripts Built for Financial Sales
Use our proven financial services scripts or bring your own. Either way, the AI handles objections and qualifies prospects before your team ever picks up the phone.
TCPA & Compliance-Ready
Our system is built to comply with TCPA regulations. Call recordings, required disclosures, and compliance guardrails are included out of the box.
Local Presence Dialing
This optional feature allows the AI to automatically call leads from a local area code to increase answer and conversion rates.
Records all phone calls
Call recordings ensure compliance and allow you to hear the conversations.
Live Transfer or Appointment Booking
The AI can transfer to live agents or book appointments for later.
CRM Integration
Captures each interaction and allows for organized records of each conversation.
Try Live Mini-Demo
Talk to AI Agent Live
Get an immediate call from our AI Appointment Setter to see what it sounds like and to learn more.
How it works
Set up is simple and easy.
01
Simple Onboarding
We handle all the tech and set up the system to fit your sales process and any compliance requirements you have.
02
Bring Leads
Bring your own leads or work with our vetted partners to get a steady supply of quality financial services prospects.
03
Watch the Magic Happen
Your AI starts calling leads, handling objections, and booking appointments. You don’t have to manage it.
04
Close More Deals
Your advisors and loan officers get fully qualified prospects with the key details already captured. They can focus on closing.
Case Study
Medicare insurance agency - Aged Leads.
The Challenge
Vemax Insurance needed their sales team to be more efficient with their time to close more deals. Having their team cold call their aged lead list was time-consuming and expensive.
The Solution
Vemax Insurance built an AI sales agent with PeakSend, which handled 106,515 calls to follow up with 8,198 (aged) leads. Their AI transferred/booked 930 conversions at an 11.35% conversion rate after getting 58.91% of leads to answer the phone through automated follow-ups and intelligent number rotation.
Conversions (Live-transfers & Appointments)
Follow-up Calls Handled
Conversion Rate (with aged leads)
Problem/Solution
Why Financial Services Firms Struggle to Scale Without Us
Your leads are valuable, but slow follow-up costs you sales. Hiring SDRs is expensive, and your licensed advisors' time is too valuable to waste on cold calling.
The Problem
Leads Go Cold Fast
Financial prospects expect immediate outreach. Without a call within the first five minutes, warm leads grow cold and end up with a competitor.
Advisors Are Spread Thin
When licensed professionals spend their time cold calling and chasing leads, there’s less time for the work that actually generates revenue.
Building Internal SDR Teams Is Costly
Hiring, training, and keeping appointment setters is expensive, especially in a regulated industry where turnover runs high.
The SolutioN (US)
Increase Lead Conversion Rates
Our AI calls every lead immediately and keeps following up until they answer. Contact rates go up, and so do conversions.
Maximize Advisor Time & ROI
Free your licensed professionals to focus on closing deals and managing client relationships instead of chasing unresponsive leads.
No Training or Hiring Required
Our AI is ready from day one. It doesn’t quit or sleep, scales with your team, and costs a fraction of what a human SDR would.
Put AI to work on your sales pipeline.
You Have Questions. We've Got Answers.
Not like you’d expect! When you think of Voice AI, you might think of a robotic voice like Siri or Alexa. However, our Voice AI Appointment Setter is indistinguishable from a human voice 90% of the time. Occasionally you can tell the accent or tone is a little off on certain words, so just like with any employee, it’s not 100% perfect but it can do the job and convert leads! See our sample of a real call above.
The system is built to comply with TCPA regulations and data privacy requirements. Call recordings and required disclosures are included. If you have specific compliance requirements for your line of business, reach out and we'll work with you.
Less than hiring most humans with the skills to do the job! (And it doesn’t require PTO, breaks, or benefits). Pricing is based on the level of customization required and the volume of calls you need. Talk to our AI to book an appointment with an account executive to get custom pricing for your needs. You can book a demo call to get started.
Yes. It works for insurance (life, health, P&C, final expense), mortgage and lending, financial planning, wealth management, and more. We have proven scripts for most verticals, or you can bring your own.
Set up can take anywhere between 1-3 business days depending on the complexity of customization and other projects in our queue. Each agent is tested by real humans to provide quality assurance, which can take time.