Professional services · AI answering service
AI receptionist for financial advisors.
Keep client meetings uninterrupted.
Prospective clients want to know how you work, and current clients want their advisor. Rinzo answers from your firm’s public information and connects callers to the right advisor or support staff.
$39 USD/monthFirst month free on monthly. Prepaid from $19/month with 24-month prepay ($456 upfront).
Monthly plan; then $39 USD/month. Card required. AI talk time $0.10/min on top of calling; 30 AI minutes in your free month.
- Caller
- “Do you help with retirement planning for small-business owners?”
- Rinzo AI Receptionist
- “I can explain our planning services and connect you with an advisor who works with new clients.”
Why the first answer matters
A review meeting should not be broken up by the phone.
Questions about your services, minimums, and meeting formats come in throughout the day. A consistent first answer helps new inquiries, while anything about a client’s accounts goes straight to your licensed team.
Use your own business facts, instructions, and documents to shape the conversation. When a caller asks for a person, Rinzo puts them through to a destination you configure. If that person can’t take the call, it takes a message for them.
How the AI Receptionist works →The calls you know well
What callers can get help with.
New-client inquiries
Explain the planning and advisory services you describe publicly and how an introductory meeting works. Connect interested callers to the advisor or associate who handles new clients.
Meetings and office information
Share your office locations, meeting formats, and what to bring to a first meeting. Your team confirms meeting times.
Current clients
Route clients to their advisor or client-service staff. Account balances, transactions, and recommendations stay with licensed staff in your existing systems.
Your information. Your way of working.
Give it the details your callers need.
Use your firm’s approved public descriptions for the knowledge base and keep client records out of it. Configure new-client and client-service destinations separately. Have your compliance contact review the greeting and handoff wording before going live.
Upload PDF, Word, text, or Markdown documents, review their extracted text, and publish your updates when ready.
Beyond the first conversation
The rest of your phone system is here, too.
Advisors on one system
Give advisors and support staff extensions on one plan.
See how it works →Calls from anywhere
Use the browser Softphone or a SIP phone in the office or at home.
See how it works →Part of your business phone system
AI answering.
A team behind it.
Rinzo brings the receptionist, extensions, ring groups, business hours, mobile forwarding, and voicemail together in one account. When nobody can take a call, the receptionist takes a message, and it arrives in your voicemail with a text summary.
Explore the phone system →Included in your plan
The AI receptionist is part of your plan, with no monthly fee: you pay $0.10 a minute while it is talking with a caller, in 6-second increments, from your prepaid credit. Your free month includes 30 AI minutes. The call it answers is an inbound call like any other: it uses your included minutes, then costs $0.02 a minute. You choose where it answers in your call routing.
The whole phone system, a business number, and 100 minutes a month. No per-user fees.
$39 USD/monthFirst month free on monthly. Prepaid from $19/month with 24-month prepay ($456 upfront).
Before you get started
Questions from financial advisors.
Rinzo is in early access. See current availability and how information is handled.
Can it give investment advice?
No. The receptionist shares your public service information and routes callers. Recommendations and advice come from your licensed team.
Can it tell a client their account balance?
It does not access account or portfolio systems. Route account questions to staff who can verify the client and check their records.
Can callers ask for their advisor by name?
Yes. Add advisors to the receptionist’s directory. The transfer follows the routing you configure for that person.
Your business. Your first month free.
Your next inquiry deserves a good answer.
A phone system for your team, an AI receptionist, a business number and 100 minutes.
$39 USD/monthFirst month free on monthly. Prepaid from $19/month with 24-month prepay ($456 upfront).
Start your free monthMonthly plan; then $39 USD/month. Card required. AI talk time $0.10/min on top of calling; 30 AI minutes in your free month.