AI Voice Calling for Financial Services
Scale client relationships without sacrificing the personal touch. Built to support your compliance requirements.
The Challenges You Face
Common pain points in financial services that Speak solves
Scaling Relationships
Advisors can't personally call hundreds of clients for routine check-ins.
Compliance Documentation
Every client interaction must be documented and auditable.
Market Event Response
Clients expect proactive outreach during market volatility.
How Speak Helps
Purpose-built solutions for financial services
Proactive Outreach
Scheduled check-ins keep clients engaged between reviews.
Compliance Support
Every call recorded, transcribed, and audit-ready.
Market Alerts
Automated client communication during market events.
Review Scheduling
AI books portfolio reviews directly on advisor calendars.
Built for Financial Services
Every feature designed with your industry's unique requirements in mind.
- Call recording and audit trails
- Client onboarding call automation
- Portfolio review scheduling
- Compliance check-in documentation
- Market event communication
- Books reviews into your calendar and sends a follow-up email or text
- Encrypted call recording with retention
- Regulatory audit trail generation
- Call recording and audit trails
- AI disclosed on every call
- Data processing agreement for every business customer
- Pay only for talk time, with no setup fee
An example financial services call
Speak answers calls, qualifies the enquiry, books into your calendar, and sends a follow-up email or text. These calls are not placed from this page.
Ready to Transform Your Financial Services?
Create your account. Pay as you go, with no setup fee.