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Valory

Financial planner answering service

Valory answers new-client and existing-client calls, captures review or appointment requests, and routes summaries to your advisers.

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Month-to-month plans · Managed setup and ongoing support

When your team needs call cover

  • Client meetings limit real-time phone coverage.
  • Prospect enquiries need contact details and an agreed callback window.
  • Admin teams spend too much time handling repetitive call categories.

Example workflow for financial planners

How calls reach your team

We check how calls from your existing number can be forwarded for full, overflow or after-hours coverage. Supported booking workflows can check availability and book or change appointments under your agreed rules. Other requests reach your team for confirmation. We agree approved answers, enquiry recipients and what happens when they are unavailable, then test calls before launch and keep improving the receptionist using real call feedback.

Discuss your calls

Call type

Discovery meeting, review or client callback

A prospective client asks about a discovery meeting, or an existing client needs their adviser during a review period.

What your team receives

Valory captures new or existing client status, meeting or admin request, preferred adviser, urgency and callback details, then follows your practice's booking or notification rules.

Integrations to discuss

Microsoft OutlookMicrosoft ExchangeGoogle CalendarCalendlyHubSpot CRMEmail summariesSMS

We confirm what can be connected and which actions are available during setup.

Common concern

Will it handle sensitive advice?

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

Pricing

We set up your AI receptionist, run it for you and keep improving it. Choose the call allowance your business needs; setup is quoted separately.

Pricing snapshot

Plans from $149/mo

One-time setup starts from $990 for discovery, call-flow design, agreed integrations and launch. Your monthly plan covers call handling, monitoring, maintenance and ongoing improvements.

Prices are in AUD. Extra usage and add-ons are charged at your plan rates.

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We learn your business and plan how calls should be handled
We set up the voice and the information your agent needs
We connect the calendars and business tools agreed in your setup
We test the calls and support you through launch

Free calculator

Explore the value of additional enquiries

Use your own enquiry volume, booking rate and job value to estimate potential gross revenue, then compare it with the cost of delivery and call handling.

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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.
Can calls be covered during client review periods?
Yes. While advisers are in client reviews, Valory can answer calls, capture the reason for calling and urgency, and route enquiries to the adviser or practice team under your agreed rules.

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

Useful guides and customer examples

Improve client and prospect response times

See how Valory can capture client enquiries, arrange appointments where configured and route advice requests to your team.