Jessica — AI Receptionist
AI Receptionist for Financial Advisers
Norango supports financial advice firms with configured telephone answering.
In more detail
FINANCIAL ADVISERS & IFAsEvery Client Call Handled with Professional PrecisionNorango's AI receptionist answers every call to your financial advisory practice — 24/7. Handle new client enquiries, route existing clients to the right adviser, and book consultations without missing a single opportunity.Start Free 30-Day Trial →Talk to Jessica✓ 30-day free trial✓ Live in 24 hours✓ Cancel anytimeFINANCIAL ADVISERS & IFAsAI Receptionist for Financial AdvisersNorango supports financial advice firms with configured telephone answering. Use AI and agreed human handover to capture client enquiries and consultation requests without providing financial advice.Start Free 30-Day Trial →Talk to Jessica✓ 30-day free trial✓ Live in 24 hours✓ Cancel anytime3,000+Calls handled daily0%Missed client calls<2sAverage answer time500+UK businesses trust usWhy Financial Advisers & IFAs Choose Norango A.I.For financial advisers, a missed call from a prospective client is a missed AUM opportunity worth thousands of pounds in annual fees. Yet most advisory practices rely on a single receptionist or PA to manage the phones — meaning calls go unanswered during client meetings, compliance reviews, and busy periods. Prospective clients searching for a financial adviser will simply call the next firm on their list.Norango's AI receptionist, Jessica, answers every call in under 2 seconds with the professional, reassuring tone that financial clients expect. She handles new client enquiries, routes existing clients to their adviser, books initial consultations, and takes messages for fee earners. All call activity is logged in your CRM automatically — giving your practice a complete record of every client interaction and ensuring no opportunity is ever lost.Get a Free Demo →💼New Client Enquiry HandlingJessica captures prospective client details, their financial planning needs, and preferred contact times — routing qualified leads directly to the right adviser.📅Consultation BookingJessica books initial discovery calls and review meetings directly into your calendar, reducing the administrative burden on your support team.🔒FCA-Aware Call HandlingJessica is trained to handle financial services calls appropriately — never providing regulated advice, always routing complex queries to qualified advisers.📊CRM IntegrationIntegrates with Salesforce, HubSpot, and specialist financial planning CRMs — every call creates or updates a client record automatically.Integration SpecialistsConnects With Your Financial Advisers SystemsJessica integrates directly with the software your financial advisers business already uses — no manual data entry, no missed follow-ups.SalesforceJessica logs every inbound call as a new Lead or Contact in Salesforce, captures...Learn more →HubSpotWhen a caller enquires about your services, Jessica instantly creates a new cont...Learn more →PipedriveJessica creates new deals and contacts in Pipedrive the moment a caller enquires...Learn more →CalendlyJessica checks your real-time Calendly availability during the call, books the a...Learn more →Microsoft OutlookJessica logs call summaries as Outlook tasks or calendar events, sends email not...Learn more →ZapierJessica triggers Zapier workflows after every call — automatically sending lead ...Learn more →View all 80+ integrations →Up and Running in 24 HoursNo technical setup required. Our team handles everything.01Connect Your CRMLink your Salesforce, HubSpot, or Pipedrive account. Jessica starts logging client calls and creating prospect records immediately.02Configure Your Advisory PracticeSet up client routing, consultation booking rules, and compliance-aware call handling for your practice areas.03Go Live & Never Miss a ClientJessica answers every call 24/7 — capturing new client enquiries, booking consultations, and routing existing clients to their adviser.Ready to Transform Your Financial Advisers Reception?Join 500+ UK businesses. Start your free 30-day trial today — 30-day free trial.Start Free 30-Day Trial →Talk to JessicaFAQFinancial Advisers AI Receptionist — Frequently Asked QuestionsEverything you need to know about Norango A.I. for financial advisers businesses.Is an AI receptionist suitable for a regulated financial services firm?Can the AI receptionist handle new client enquiries for an IFA?Will the AI receptionist work with our financial planning CRM?How does the AI receptionist handle existing client calls?How much does an AI receptionist for a financial advisory practice cost?
Reviewed 2026-11-11