The AI receptionist for financial advisors
Masheev answers while you're in a client meeting, books introductory and review meetings, and routes client requests to the right advisor with a written note. It gives no financial advice and takes no account instructions.
- Guided setup
- Unlimited seats
- From $18/mo
A still of the Masheev console: a full inbox of conversations, one of them an AI-drafted WhatsApp reply awaiting a person's approval.
Demo board. Synthetic conversations, real product interface.
What is an AI receptionist for financial advisory firms?
An AI receptionist for financial advisory firms answers calls and messages from prospective and existing clients. It books introductory and review meetings through your connected calendar, answers general questions about your services, location and what to bring, and routes client requests to the right advisor with a written summary. Masheev does not give financial, tax or legal advice, does not discuss markets or products, and does not accept trade, transfer or withdrawal instructions; those go to your team. It handles phone, SMS and web chat in one inbox.
Where the phone gets in the way
The interruptions most financial advisory firms know well. These are the ones Masheev can take on.
- Advisors are in meetings most of the day, and a ringing phone in a review meeting is not an option.
- Scheduling a review takes several calls and emails to find a time.
- Clients call with a quick question that still needs the advisor, and it sits in voicemail.
- A small firm has one assistant, or none, covering the phone, the paperwork and the calendar.
What Masheev handles for financial advisory firms
Set up around your hours, services and rules. Anything outside them goes to your team.
Books intro and review meetings
Offers the meeting types and times you set, books with the right advisor through your connected calendar and confirms the booking with the caller.
Routes client requests
Takes down what the client needs and sends it to their advisor as a written note, marked urgent when your rules say so.
Stays out of advice
Answers logistics only. It does not discuss investments, markets or account details, and it does not take instructions to move money.
During a market drop, a client calls while you're in a review meeting and asks whether they should sell. Masheev says it can't advise on that, tells them it will let you know they called, and offers your next open phone slot that afternoon. You come out of the meeting to a booked call and a short note on what the client is worried about.
The calls financial advisory firms get most
What the receptionist does with each, and when it hands the call to a person.
Prospective client calls
Masheev explains your services in the wording you provide and books an introductory meeting.
Review meeting scheduling
Existing clients book or move their review with the right advisor through your connected calendar.
Account and paperwork questions
It does not discuss account details. It takes the question and routes it to the advisor or operations staff.
Requests to move money
It does not accept instructions. It tells the caller these must go to your team and passes the call on under your rules.
Set up with guided steps
Connect your number, add what the receptionist should know, set the rules, and test before anything goes live. Setup time depends on your phone provider and configuration.
Connect your channels
Forward your existing number or add a new one, then connect web chat and SMS.
Add your business knowledge
Enter your hours, services, prices and policies, or import them from your website.
Set your rules
Decide what it can book, what it answers, and when it hands off to your team.
Test, then go live
Run test calls and messages, then switch on the channels you've configured.
Frequently asked questions
Go deeper
Give your financial advisory firm its time back
Routine calls and messages handled on supported channels, with bookings through your connected tools and a person whenever your rules call for one. From $18/mo.