Valory

Financial planner answering service

Valory helps financial planners stay responsive during review cycles and client meetings with consistent call handling.

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No lock-in contracts · Live in days, not months · Built for Australian businesses

What changes when every call has a clear next step

Valory is built for Australian teams that need better first response, cleaner handoffs, and more conversion from the demand they already generate.

Ready

Capture the opportunity

Client meetings limit real-time phone coverage.

Cover the busy windows

Prospect calls are lost when response windows are delayed.

Inbound
Valory
Focused
0 calls handled

Protect team focus

Admin teams spend too much time handling repetitive call categories.

Example workflow

How a high-intent call should flow for financial planners

Valory is configured around the calls your team already receives: what to ask, what to avoid, where to route the summary, and when a human needs to step in.

Call type

Qualified enquiry or existing-client follow-up

A prospect or client calls while the team is in meetings and needs a response, callback, or intake pathway.

Handoff summary

Valory captures matter type, contact details, urgency, conflicts or routing cues, and sends the right person a concise summary.

Integrations to discuss

Microsoft OutlookMicrosoft ExchangeGoogle CalendarCalendlyHubSpot CRMEmail summariesSMS

Common concern

Will it handle sensitive advice?

No. It captures intake, explains approved process steps, and escalates advice or judgement calls to qualified staff.

Go live quickly for financial planners

We map your call workflows, configure your AI phone agent, launch with real calls, and keep tuning performance as your business grows.

1

Discover

We learn which calls matter, what makes a good lead or booking, and where your team needs context.

2

Design

We configure approved answers, routing rules, handoffs, integrations, and escalation paths around your workflow.

3

Launch

We move real calls through the service, review outcomes, and fix friction before it becomes a sales or service problem.

4

Grow

As call patterns change, we refine scripts, workflows, and follow-up rules so the service keeps improving.

Why teams choose Valory

Built for teams where every missed call has a cost

Your team can keep calls covered during peak operating windows.

Inbound enquiries are captured with structured context for faster follow-up.

Consistent call handling improves first-response quality and protects conversion.

Revenue Impact Calculator

How much are missed calls really costing you?

Most businesses don’t realise how much revenue walks out the door when the phone rings out. Adjust the sliders to see what unanswered calls cost your business each month.

10
1200
$150
$20$5000

Typical revenue when a missed call converts (e.g. job, booking, or sale)

30%
5%80%

Percentage of callers who would have booked or purchased

Missed calls / month
43
Lost bookings / month
13
Revenue lost / month
$1,948
Revenue lost / year
$23,382
Stop leaving money on the table

Pricing

Plans include managed build, launch, and ongoing tuning. Pick the call volume and workflow depth that matches your team.

Pricing snapshot

Plans from $149/mo

Managed setup, call-flow design, integrations, QA, and ongoing tuning are built into the service. Full plan details live on the pricing page.

View pricing
Discovery workshop and call-flow design
Voice and knowledge base setup
Calendar, CRM, and other tool integrations
Test calls and launch monitoring

Free calculator

Estimate what missed calls cost you

Model the monthly revenue impact of unanswered calls using your call volume, transaction value, and conversion assumptions.

Use the calculator

Keep exploring

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Australian rollout proof

Real customers, not demo scripts

All case studies

Frequently Asked Questions

Everything you need to know before getting started

What can Valory handle for financial planning firms?
It can triage new-client discovery calls, existing-client callbacks, admin requests, and meeting reschedules, then send structured notes to advisers or the practice manager.
Will the AI give financial advice?
No. Valory must not provide personal financial product advice. It captures context and routes advice conversations to authorised representatives.
Can calls be separated by new vs existing clients?
Yes. Existing clients can be routed differently from prospects, including named-adviser preferences where you configure them.
How does this help during advice-season peaks?
When advisers are in meetings, Valory keeps answering, captures urgency, and protects first-response quality without adding reception headcount.

Still have questions? Book a walkthrough and we'll answer them all.

Proof and controls

A managed service, not another tool to configure alone

The value is in the operating model: clear boundaries, useful handoffs, real call review, and ongoing tuning as your callers reveal what they actually need.

Australian business workflows

Valory is designed for Australian phone numbers, time zones, call-forwarding patterns, and business-hours coverage.

Managed rollout

We map call reasons, write approved answers, configure escalation rules, run test calls, and help move live traffic safely.

Launch monitoring

Early calls are reviewed for routing quality, missed edge cases, caller friction, and handoff clarity so the workflow improves after launch.

Customer outcomes

Teams such as CleanMade and professional-services customers use Valory to capture enquiries with structured summaries instead of relying on voicemail.

Improve client and prospect response times

Review how financial planning firms use Valory to capture demand and maintain professional call workflows.