With Retell, weβve increased scheduling NPS by 38%, and filled underutilized provider capacity, allowing our team to focus on meaningful patient care instead of phone tag.
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Lead qualification for financial services
5.0
ON G2
On your financial services firm line, Retell AI picks up the moment a lead comes in, runs your qualifying questions on the call, and books the ones that pass straight into a calendar. Callers ask whether it sounds like a real person, so listen first and decide for yourself.
Trusted by over 4,000 businesses powering 100+ million calls per month.
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How It Works
Launch your AI lead qualification agent in four steps.
Define your qualifying questions
Build it yourself on the API and SDK, or have our team build it for you. Both are real products. Configure the questions, routing and escalation rules that financial services firms actually need, against one knowledge base.
Test against real lead scenarios
Run the agent against the calls you actually get before it touches a live line. Each run scores accuracy and flags where the agent guesses instead of checking your data.
Connect your CRM and go live
Keep your existing phone number and port or forward it, or take a new one. Go live on one line or one location, confirm the experience, then expand.
Monitor connect rates and retrain
Every call is transcribed, scored, and dispositioned. Listen live while a call is in progress, review the transcript after, and retrain the agent from the calls it handled badly.
Use Cases
What the agent handles for financial services firms
The lead that goes cold while nobody picks up
It asks your qualifying questions, captures the answers against the client record, books the ones that qualify and closes out the ones that do not. It does not quote pricing or negotiate terms.
How is this different from a form that emails someone eventually?
Retell AI runs a voice agent that completes the task on the call rather than passing it along. It holds a conversation, answers from your own data, and finishes the job. A form that emails someone eventually leaves the work still to do.
What the AI lead qualification agent handles for financial services firms
It covers inbound lead qualification on the first call, your qualifying criteria asked in order, calendar booking for qualified leads, polite disqualification, still logged, and CRM enrichment written during the call. It recognizes the vocabulary your clients actually use, including KYC, onboarding packet, rollover, statement.
What are you losing to unanswered calls today?
Advisors are in client meetings most of the day, and inbound prospect calls are answered by nobody. Every call the agent handles is one that is not sitting in a voicemail box, and it works the same at 2am as it does at 2pm.
Does it connect to Salesforce Financial Services Cloud?
It reads and writes to the systems you already run, including Salesforce Financial Services Cloud, Redtail, Wealthbox, HubSpot, and Google Calendar. Outcomes land in the record rather than in a separate inbox.
What happens when it does not know the answer?
It transfers to a person and passes the full context, so the client does not repeat themselves. You can listen to any call live while it is happening, and every call is transcribed and dispositioned automatically.
Built for Contact Centers, Not Demos
Retell is the AI Voice Platform Enterprise Contact Centers Run On
Retell lets you build, test and deploy AI phone agents that handle real call volume, so your team spends its time on the conversations that need a person.
Feature
Why financial services firms choose Retell AI over a form that emails someone eventually
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- Hubspot
- Twilio
- Vonage
- Go High Level
- n8n
- Zapier
- Salesforce
- Hubspot
- Twillio
- Vonage
- Go High Level
- 8n8
- Zapier
- Salesforce
- Avaya
- Genesys
- Five9
- Amazon Connect
- Telnyx
- Make
- Cal.com
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- Avaya
- Genesys
- Five9
- Amazon Connect
- Telnyx
- Make
- Cal.com
Pricing
Cut Costs by 90% with AI phone Agents
Pay as you go
$0 to start.
$0.07β$0.31 per minute β Pay only for what you use.
60 mins of free access.
20 concurrent calls.
10 Free Knowledge Bases.
Enterprise Plan
For companies with large volumes, data or deployment requirements, or support needs.
White glove service for your use case.
Premium support with dedicated solution engineer teams.
Custom pricing and concurrent calls based on your needs
FAQ
Frequently asked questions.
Does it sound like a real person?
Most callers do not realise they are speaking to software, and the fastest way to judge it is to hear a call rather than read a claim. The agent responds in under a second, handles interruptions, and does not talk over the caller. You choose the voice, and you can disclose that it is an AI agent at the start of the call if you prefer.
Do I build it myself, or do you build it for me?
Both are real options and this is the question prospects ask most often after the voice itself. Engineering teams build directly on the Retell API and SDK and connect their own telephony. Teams without engineers work with our implementation team and go live without writing code.
How do integrations work with my CRM?
The agent reads and writes to the systems you already run, so bookings, notes, and call outcomes land in the record rather than in a separate inbox. Retell connects to CRMs, calendars, and scheduling systems, and custom systems connect through the API. The agent can look up a caller before it answers and update the record while the call is still open.
What happens when the agent does not know the answer?
It transfers to a person and passes the full context, so the caller does not have to repeat themselves. You set the escalation rules, including which questions always go to a human and which lines they route to. The agent escalates rather than guessing when a request falls outside what it has been given.
Can I use my existing phone number?
Yes. You can port your existing number to Retell or forward it, and callers keep dialling the number they already have. Buying a new number is also available, which is the option most people notice first in the interface. You can run the agent on one line or one location before extending it to the rest.
Can I monitor calls live?
Yes. You can listen to a call while it is in progress, and take it over if you want to. Every call is transcribed, scored, and dispositioned automatically after it ends. You can review the calls the agent handled badly and retrain it from those recordings.
