(833) 573-5855 — AI automation built for independent financial advisors & RIAs
Financial Advisors & RIAs
BizBot AI assistant

Qualified Prospects Are Visiting Your Site. Are You Capturing Them?

bizbot qualifies leads before your first conversation, books discovery calls automatically, streamlines client onboarding, and helps you grow AUM — without adding staff or working more hours.

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$5,000
avg annual value per advisory client (fees)
60%
of advisor websites have no lead capture beyond a form
4–8x
typical return on bizbot investment
<30 days
to positive ROI

Where Independent Advisors Are Leaving Revenue on the Table

These gaps are common. Most of them are fixable with automation.

After Hours

Prospects Visit and Leave With No Engagement

A qualified prospect researching advisors visits your website at 9pm. There's no chatbot, no way to schedule, and your contact form sits unread until morning. By then, they've moved on to someone who responded faster.

50%

Discovery Calls Wasted on Unqualified Prospects

Without pre-qualification, advisors spend valuable time in discovery meetings with prospects who aren't a good fit for their minimum investment, services, or planning focus. That time could be spent closing qualified relationships.

3–5 hrs

Onboarding Admin That Slows Down New Clients

Chasing documents, sending reminders, and manually guiding new clients through paperwork takes hours that you or your operations staff can't always spare during busy seasons.

What bizbot Builds for Financial Advisors

Built around your process, live in 2–3 weeks.

Lead Qualification Chatbot

AI engages prospects on your website, asks qualifying questions, and filters serious inquiries from poor fits — delivering pre-qualified leads ready for a meaningful discovery conversation.

From $97/mo

Automated Discovery Call Scheduling

Once qualified, prospects see your available calendar and book directly. Confirmation texts, reminders, and no-show follow-ups all handled automatically. No more manual scheduling back-and-forth.

From $97/mo

Client Onboarding Automation

New clients get automated welcome messages, document request reminders, and checklist follow-ups — keeping onboarding moving without requiring constant attention from you or your team.

From $97/mo

Referral Request Automation

After onboarding is complete and at key relationship milestones, bizbot sends a personalized ask to clients who may know qualified prospects. A well-timed ask drives referrals at scale.

From $97/mo
Compliance note: bizbot automates scheduling, lead capture, and administrative communications only. The AI does not provide investment advice, performance projections, or securities-related guidance. We support a compliance review of all messaging before launch at no additional cost.

Not Ready for a Full Build? Start Here.

Two tools that improve your practice immediately — live in 48 hours, no setup fee.

Lead Qualification Chatbot

AI engages every website visitor and qualifies them before they ever land in your inbox. You only spend time with prospects who actually fit your practice. At $5,000/year per client, qualifying one additional relationship per quarter makes this a clear win.

$97/mo One new client ($5,000/yr) covers 52 months of this tool. Get Started →

Discovery Call Scheduler

Prospects book directly onto your calendar after qualifying. Reminders reduce no-shows. You show up to every call prepared, with a prospect who's already been pre-screened. No scheduling emails, no phone tag.

$97/mo Saves 2–3 hours/week in scheduling admin alone. Get Started →
? 3-Day Refund Policy — if it's not right, we make it right.

An Illustrative Picture for a Typical Advisory Practice

Starting at $97/month for Orbit AI. Here's an illustrative picture — your actual numbers depend on your call volume and current no-show rate.

4–8
Additional qualified discovery calls per month
$5,000
Annual fee value of a single new advisory client
5–10 hrs
Weekly time freed from scheduling and onboarding admin
Pays for itself
Recovering even a few missed jobs a month covers the cost several times over

AI tools built for Financial Advisors

Pick the right tool for your biggest pain point.

AI Phone + Chat

Orbit AI

24/7 AI phone receptionist, missed-call text-back, appointment reminders, and review automation — all in one platform.

$97/mo
One flat price · no tiers
See Orbit AI Plans →
Free AI Audit

Not sure where to start?

Get a free AI audit — we'll map exactly what tools fit your business and how fast you'll see ROI. No sales pitch, just a plan.

Free
Takes 2 minutes · No credit card
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Frequently Asked Questions About AI for Financial Advisors

What advisors and RIA principals ask before getting started with bizbot.

How can AI qualify financial planning leads before I talk to them?
bizbot's AI chatbot engages prospects on your website and asks qualifying questions — investable assets, primary goal, timeline, and existing advisor relationship. It filters serious prospects from tire-kickers and delivers only pre-qualified leads to your calendar. You spend your time on conversations that are likely to result in a client relationship, not discovery calls with poor fits.
Can bizbot schedule discovery calls automatically for financial advisors?
Yes. After qualifying a prospect, bizbot's AI presents your available calendar times and books the discovery call — including a confirmation text, a reminder the day before, and a follow-up if the prospect doesn't show. You never have to manually schedule an introductory meeting again.
How does AI improve client onboarding for financial advisors?
bizbot automates the onboarding sequence — sending new clients welcome messages, document checklists, and reminders at the right time. This reduces the administrative burden on you and your staff while ensuring new clients feel well taken care of from day one, which improves retention.
Is bizbot compliant for use by registered investment advisors?
bizbot handles scheduling, lead qualification, and administrative communications — not investment advice. The AI does not provide recommendations, performance projections, or securities-related guidance. All regulatory compliance around advice delivery remains with you and your registered firm. We recommend reviewing our setup with your compliance officer before launch, which we support at no extra cost.
How does bizbot help financial advisors grow AUM?
By automating lead qualification and scheduling, bizbot allows advisors to take more discovery meetings without working longer hours. More meetings with pre-qualified prospects means more new clients added to your book each quarter. Even one additional $250,000 AUM client per quarter — at a 1% advisory fee — is $2,500/year in new recurring revenue from a single relationship.
What does bizbot cost for financial advisors and what is the ROI?
bizbot's financial advisor automation starts at $97/month for Orbit AI — one flat price, no tiers. With an average client relationship worth $5,000/year in fees, adding even one new client per quarter from better lead capture and qualification typically delivers a 4–8x annual return on investment. A 3-day trial refund applies to all starter tools.

See What bizbot Could Do for Your Advisory Practice

We'll review your current lead capture, qualification process, and onboarding workflow — then identify the highest-value automation opportunities for your specific practice. Free, no obligation.

Get My Free Financial Advisor AI Audit

Takes 24 hours. No sales pressure. No commitment required.

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