Fred for financial services.
Answer client questions and capture leads around the clock, an AI agent that never gives financial advice, never quotes a rate, and always routes to your licensed team.
Answer the client. Never cross the line.
Fred is an AI voice and chat agent for financial services firms. It answers product and process questions and captures leads around the clock, without giving regulated financial advice.
Money questions don’t wait for business hours, and a wrong answer is a compliance problem, not just a bad lead. Fred answers what it should, captures the client with a clean summary, and refuses to advise, quote, or touch an account, every single time. The licensed decisions stay with your team, on the record.
What Fred does
- Answers products, services, hours, and general education
- Captures leads and routes them to the right desk
- Books consultations and appointments, 24/7
- Verifies before anything sensitive, escalates securely
When Fred hands off to you
- Investment, tax, or lending advice
- Anyone wanting a rate, return, or approval
- A complaint, fraud, or compliance matter
- A client ready for a licensed professional
What Fred won’t do
- Give personalized financial, tax, or investment advice
- Quote a rate, promise a return, or approve anything
- Access accounts or move money over chat
Built for regulated financial workflows. Every licensed decision and exact figure comes from your team, on the record.
Pick your specialty.
Each specialty runs its own compliance pack, tuned to the rules that business lives under and what it must never say. These are pre-configured and ready today.
Markets closed. Fred’s still working.
Talk to Fred.
Know which lead to call back first.
Every conversation lands in your system with a score, a purchase probability, and a plain-language summary. The client ready to open an account gets called before the rate-shopper. Your team works the warmest lead first instead of guessing.
Financial services questions.
Will Fred give financial advice?
No. Investment, tax, and lending advice require a licensed professional. Fred shares general education and routes anything specific to your team. That boundary is enforced in code before Fred ever speaks, not suggested in a prompt a clever question can talk around.
Can Fred quote a rate or a return?
No. Rates, returns, and approvals come from your licensed team with the right disclosures. Fred won’t put a number on it or promise an outcome.
How does Fred handle sensitive info and accounts?
Fred verifies identity through secure channels and never accesses accounts or moves money over chat. It redacts sensitive data like Social Security numbers and escalates fraud and exploitation flags to compliance.
Can it book consultations?
Fred captures the lead and routes or books the consultation to the right desk in seconds. Direct calendar booking depends on the scheduling tools you already run. Our training videos show you how to connect them, or you can add a paid setup.
Answer every client. Stay in your lane.
Go live in about 20 minutes. Or ask Fred a question right now, it is in the corner of this page.