AI voice agents for financial services
Qualify inbound interest, book advisor meetings, and follow up on applications - with AI voice agents that respond in seconds and log every conversation to your CRM.
Financial services runs on speed to lead and disciplined follow-up. A StrideOps.ai voice agent answers and places calls 24/7, qualifies prospects against your criteria, books time with the right advisor, and keeps records of every conversation - so no qualified lead waits and nothing slips between systems.
What StrideOps.ai does here
Instant lead qualification
Inbound and outbound agents qualify prospects against your criteria and route the right ones to the right advisor.
Book advisor meetings
Round-robin or load-balanced booking puts qualified prospects directly onto the right advisor's calendar.
Application and document follow-up
Automated callbacks and reminders chase the missing document or next step so applications keep moving.
Every call on the record
Transcripts, summaries, and structured outputs are written to the CRM for a clean, searchable trail.
Live in three steps
- 1
Connect a number
Bring your own Twilio, Telnyx, or Vonage numbers, or get one in the platform.
- 2
Configure the agent
Give it a script, a voice, your knowledge bases, and the tools it can use mid-call. No code.
- 3
It works your calls
The agent answers and places calls, books and qualifies, and writes every outcome to your CRM - then fires the follow-up.
Where it shows up
- A web lead gets a qualifying callback within seconds, not hours
- Qualified prospects booked straight onto an advisor's calendar
- Reminder calls that keep applications from stalling
- Opt-out requests honored automatically on outbound campaigns