AI voice agent for financial advisors
Chitti calls investors who enquired about mutual funds, SIPs or tax planning, understands their goal and time frame, and books a consultation with your advisor.
Why financial advisors miss customers on the phone
- Advisors spend too long on first calls with people not ready to invest.
- Tax-season enquiries arrive in a rush and many are never called.
- Existing clients aren't reminded about reviews.
What Chitti does on every call
- 01
Calls the enquiry
Rings new leads within seconds.
- 02
Understands the goal
Asks about goals, time frame and current investments.
- 03
Books the consultation
Schedules a meeting or call with your advisor.
- 04
Keeps clients engaged
Reminds clients about periodic portfolio reviews.
An AI call for financial advisors, start to finish
Here's how a typical call with investors goes. Chitti follows your script, prices and rules.
- ChittiHello, Chitti from Northstar Wealth. You asked about tax-saving investments. Is this for this financial year?
- CallerYes, I need to invest before March.
- ChittiOur advisor can compare the options for you. Would a 30-minute call on Tuesday suit you?
- CallerTuesday evening.
- ChittiBooked for Tuesday at 7 pm with Mr. Kapoor.
Talk to investors in their language
Chitti speaks English, Hindi and Telugu, and more. Pick a language to see how a call for financial advisors sounds in it.
Calls Chitti makes for financial advisors
Cities where financial advisors use Chitti most
Local pages with the languages and businesses of each city.
Frequently asked questions
Does Chitti give investment advice?
No. Chitti books consultations and answers practical questions. Advice comes only from your registered advisors.
Can it remind clients about reviews?
Yes. Chitti calls clients when a review is due and books the meeting.
See Chitti answer a call for financial advisors.
See the complete system live: marketing, lead capture, AI voice calling, sales conversion, and analytics.