AI caller for Wealth management & financial advisors.
Wealth management & financial advisors lose revenue to slow speed-to-lead, unqualified enquiries, and compliance-sensitive follow-ups. Yappa is the AI caller for wealth management & financial advisors — it qualifies every new lead before a human picks up, calls new enquiries the instant the form hits, and collects and verifies details straight into your CRM, then warm-transfers ready buyers to your team. Australian-built, ACMA-compliant, and answered in a natural Aussie accent, live in 7–14 days.
What Yappa handles for wealth management & financial advisors
Calls leads, asks qualifying questions, scores and sorts before a human.
Instant call the moment a web form or enquiry arrives.
Collects and verifies data, then writes it back to your system.
Onboarding, churn-save, renewal nudges, satisfaction follow-ups.
Also for SMSF, wealth manager, financial advisor, financial planner, wealth advisory — same AI caller, tuned to your calls.
Every call passes a DNC / calling-hours / consent gate and carries the AI + recording disclosure.
Trained on your own information and script — with a natural Aussie-accented voice.
We connect your calls, write and voice the script, review compliance, and test before go-live.
AI caller for wealth management & financial advisors — FAQ
Can an AI caller really handle calls for wealth management & financial advisors?
Yes. Yappa is trained on your own script and information, so it answers and makes calls the way your wealth management & financial advisors would — greeting callers, answering common questions, qualifying, booking, and handing warm, qualified callers to your team. You keep full control of what it says.
Will my customers know it's an AI?
Yappa calls naturally and, if a caller asks directly, it says plainly that it's an AI — we never lie. Every call also carries the AI + call-recording disclosure and passes an AU compliance gate (DNC, calling hours, consent).
How fast can it go live?
Roughly 7–14 days: we connect your calls/leads, write and voice your script, run a compliance review, and test before you go live. Starter is self-serve and faster.
What does it cost?
Plans start at A$350/month; larger volumes and dedicated numbers scale from there. You only pay for the services you switch on — book a quick call and we'll map it to your business.
A live 30-minute demo — no slides, no hard sell.