Fred for financial services.
Answer client questions and capture leads around the clock. Fred is designed not to give financial advice or quote rates and can route licensed decisions to your team.
Answer the client. Never cross the line.
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. Configured checks have detection limits; test them and monitor the results. 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 guardrail pack, tuned to the rules that business lives under and its intended boundaries. Confirm the available pack and settings during setup.
Markets closed. Fred’s still working.
Talk to Fred.
Know which lead to call back first.
With an enabled integration, Fred can send lead scores and conversation summaries to your system. For example, your team can prioritize the client ready to open an account. Delivery depends on your configuration and the receiving system.
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. Configure and test the relevant rules; checks can miss phrasing or context.
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?
Use your approved authenticated channels for account access and identity verification. Configure Fred for general information and lead intake, with routing to the relevant team. Review permissions, sensitive-data handling, and delivery before launch.
Can it book consultations?
Fred captures inquiry details and sends them through your configured handoff. Delivery timing depends on the integration and receiving system. 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.
Choose a plan, configure Fred for your business, and test before launch. Or ask Fred a question in the corner of this page.