Financial advisors
Qualify every prospect before they reach your calendar.
Captivar screens prospects on investable assets, planning needs, and timeline — then books qualified discovery calls directly into your practice.
The problem
What financial businesses are losing today.
- — Under-qualified leads waste discovery-call hours
- — Compliance language in email responses delays first contact
- — High-net-worth prospects quietly go to whoever responds in an hour
- — Retirement and estate queries need more reassurance than a form gives
With Captivar
What changes the day you install.
- ✓ Pre-qualifies on investable assets, planning need, and timeline
- ✓ Compliant scripted answers reviewed by advisory counsel
- ✓ Books a discovery call on your calendar with Zoom + confirmation
- ✓ Flags urgent or high-value prospects for immediate response
Sample conversation
Here\'s how the AI talks to a financial prospect.
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AI Receptionist · Financial advisors
live
I'm retiring next year with about $1.2M in a 401(k), can you help?
Yes — rollover planning for assets in that range is a core part of our practice. Would you like to book a 30-minute discovery call this week to review your options?
Ready to see it on your financial website?
Install in 5 minutes. Free tier, no card, no time limit.
Start on Free · No credit card
Stop losing leads you already paid for.
Install Captivar on one client site in five minutes. Watch the first lead get booked before lunch.
No contracts · Cancel anytime · GDPR compliant