Built for Financial Advisors

Capture Qualified Prospects
Around the Clock

BotDesk gives financial advisors a 24/7 AI chatbot that qualifies prospects, answers service questions, and books discovery calls — without ever crossing into financial advice.

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The Problem

Prospects Research at 9pm. Your Office is Closed.

People decide whether to reach out to a financial advisor after hours — when you're not available to respond.

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High-intent prospects browse evenings and weekends

People researching financial planning make the decision to reach out when they finally have quiet time — not during business hours when you could answer.

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Unqualified inquiries waste your time

A chatbot pre-qualifies prospects on asset level, goals, and timeline — so the calls you take are with people you can actually help.

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Your contact form doesn't close anyone

A form submission with no instant response sends prospects back to Google. A chatbot keeps them engaged until they've booked a call or left their info.

How It Works

From Website Visitor to Discovery Call

BotDesk qualifies your prospects and fills your calendar — without you lifting a finger.

1

Train It on Your Practice

Services you offer, who you work with, minimum asset levels, your process, and how to book a discovery call. About 15 minutes to configure.

2

Add to Your Website

One script tag on your site. Works on WordPress, Wix, Squarespace, Webflow, or any platform that allows custom code.

3

Wake Up to Qualified Leads

Name, contact info, asset range, primary goal, and timeline — every morning your inbox has qualified prospects who asked to hear from you.

What It Handles

Questions Prospects Ask Before They Reach Out

The most common pre-call questions — answered immediately, day or night.

💬 "What types of clients do you work with?"
Describes your ideal client profile — career stage, net worth range, life situations you specialize in — so prospects self-qualify immediately.
💬 "Do you have a minimum asset requirement?"
Answers clearly and honestly so you don't spend time on calls with prospects who aren't a fit.
💬 "What services do you offer?"
Retirement planning, tax strategy, estate planning, investment management — explains your service range and what a typical engagement looks like.
💬 "How do you charge — fee-only or commission?"
Explains your fee structure clearly, which builds trust and helps prospects understand exactly what they're paying for.
💬 "Can I schedule a free consultation?"
Captures their name, best contact method, and general situation — so you have context before you even pick up the phone.
💬 "Are you a fiduciary?"
Answers directly — a question this important should never go unanswered on your website, especially for prospects comparing advisors.
FAQ

Common Questions

No — and this is critical. BotDesk is trained to answer questions about your services, process, fees, and how to schedule a consultation. It does not provide personalized investment recommendations, tax advice, or anything that would constitute professional financial advice. You configure it to redirect any specific financial questions to your discovery call.

Yes — this is one of the biggest time-savers for financial advisors. The chatbot can ask about asset range, primary financial goal, and timeline before capturing contact info. You receive leads with enough context to know whether to prioritize or decline the conversation.

Yes. Whether you run an independent RIA, work at a broker-dealer, or operate a fee-only planning practice, BotDesk works on any website and can be configured to reflect your specific practice structure and compliance requirements.

BotDesk is a lead capture and FAQ tool, not a regulated financial service. Because it never gives personalized advice and only captures intake information and answers factual questions about your firm, it operates outside the scope of investment advisor regulations. That said, review your firm's specific compliance policies before deploying any client-facing digital tool.

Plans start at $29/month. For financial advisors, one additional qualified discovery call per month — leading to a single new client — covers the cost for years. There's a 7-day free trial — your card is added at signup and you're only charged if you don't cancel before day 8.

Stop letting qualified prospects slip away after hours

BotDesk qualifies prospect inquiries and books discovery calls 24/7 — so you wake up to leads instead of missed opportunities.

Start 7-Day Free Trial

✓ 7-day free trial · cancel anytime   💳 Card required   ✓ Under 5 minutes    Starts at $29/mo