Stop Missing Calls, Losing Leads, and Leaving Money on the Table
Imagine a world where every call, every inquiry, and every request is handled instantly and professionally. How much more could your business grow if you never missed a chance to connect with a prospect?
Listen as Sam answers calls like a pro.
Want to try it yourself right now? call "Sam" at:
Ask Sam how she would act as your receptionist for your firm.
Share your name, business and the other details she asks.
She'll show you how she could work for you!
Meet Your Virtual Receptionist: Sam
The ultimate VoiceAI assistant for busy professionals who want to focus on their work—not admin tasks or missed calls.
Watch Sam in Action
Want to try "her" yourself right now?
Call: 1 (503) 506-4904
What Happens When You’re In the Middle of a Client Meeting and Your Phone Rings??
Right now, you probably lose that prospect to the next advisor on their list or who is next in your local Google Business Listing.
You are probably losing sales without even knowing it.
Every missed call is a lead that was ready to work with you – gone.
Forever.
How much longer can you afford to let business slip away?
A new lead calls someone else.
A current client feels ignored.
A great wealth management client slips away.
With Sam, You’ll Never Miss a Call, Lead, or Opportunity Again
Meet Sam Your New AI Receptionist
Answers Every Call
Responds to leads and clients immediately, even when you’re unavailable.
Sam picks up every time, ensuring your business feels approachable and professional.
Handle Common Questions
"What’s your availability?"
"Do you know how to grow my retirement nest egg?"
"What's your financial planning process? What is included?"
Book Appointment
"Sam" picks up every time, ensuring your business feels approachable and professional.
Book Appointments
"Sam" can book an appointment on the call or she can send interested prospects a link to schedule on your calendar—so new opportunities get booked right onto your calendar, however is most convenient for them.
Here’s How It Works
STEP 1
We Train Sam as part of your onboarding package ($3000 worth of work for $0)
Share your FAQs, common scripts, and preferences.
Choose your receptionist's voice style and accent
Sam learns your style and business inside-out.
STEP 2
Sam Handles Your Calls
Calls are answered promptly and professionally.
Call recordings and transcripts are sent directly to you, so you’re always informed.
STEP 3
You and Your Team can Focus On Serving Your Clients and Closing Prospects While Sam Does the Rest
Scheduling? Done.
Initial lead qualification? Covered.
Admin updates? Managed.
Your Admin Team? Super-charged.
Full Set Up & Support Included
Not tech-savvy? No problem. We make it easy to get started:
1-on-1 onboarding calls
Our expert success reps set everything up with you, step-by-step.
We guide you through Tech Setup
We train the AI on your firm and brand
Over 100 hours of customization included
We train you and your team
Continuous ongoing support on every screen
VIP 24/7 Support
Anytime you need help we’re here 24/7, just a message away.
Need to make tweaks or adjustments? …we’ll guide you through every update, no stress.
Every call is Recorded
Access all your call recordings, so you can review details whenever you need.
Real-time notifications, text or email
You’ll always know exactly what’s happening.
You’ll know when a call has started and Sam can transfer the call to you
You don’t Need to Be A Tech Wizard To Start Using Sam’s Powers
Simple, straightforward, and totally covered…
…so you can focus on doing what you do best!
Sam Does More than Just Answer The Phone
Send automated review request
She’ll send automated review requests to every client.
Need to respond to reviews?
…Sam’s got it covered with automated replies to keep your clients engaged.
Texting with your clients and prospects, made easy…
…Sam’s conversational AI lets her text back and forth with your clients, prospects and COI, so you don’t have to worry.
We’ll Set It All Up For You
Focus on your work while Sam handles the rest.
Compare Your Options
Traditional Voicemail
No scheduling capabilities
Answering Service
Limited availability
Sam
Affordable, 24/7 coverage
Handles everything autonomously
Immediate response & booking
Get Sam For Less Than The Cost of 1 Employee and DEFINITELY less than the cost of losing your next Appointment
The “Sam” AI Bundle
Your Complete Client-Handling Solution for Just $497/Month
01 Sam: 24/7 Virtual Receptionist
Handles calls, books appointments, and manages client inquiries seamlessly.
02 Automated Review Management
Automatic review requests sent to clients to boost your reputation on platforms like Google, Yelp and Facebook
Instant review responses to keep client and prospect interactions positive and proactive
Boost the value your clients receive by having your AI Employee trained to represent your firm's values.
03 Conversational AI Texting
Back-and-forth texting to help your clients and prospects with their inquiries
Real-time notifications for new messages and updates, so you’re always in the loop
04 Onboarding & Setup Call
Step-by-step onboarding session with our customer success team to set up Sam as your AI Employee.
05 VIP 24/7 Customer Support
Dedicated 24/7 human-based support for any questions or issues, anytime you need us
06 Call Recordings and Transcriptions
Recorded calls for easy access to all client details and conversations
07 Real-Time Notifications for Calls and Reviews - PRICELESS
Instant alerts via text or email so you never miss a new call, message, or review
Prices
$497/Month + $500 Setup Fee
Or save with Annual
$4970 No Setup Fee
With Sam, you get a complete client-handling system which you’d typically pay nearly $4,000 per month for. Now just $497 a month.
It’s like having an entire team behind you without the extra hires!
Frequently Asked Questions
Will I get help setting up Sam?
Absolutely! Our team will set her up as both your VoiceAI and ChatAI, trained on your brand. After you are setup our 24/7 support team is here to answer any questions you have while getting started with Sam. Just reach out to us through the Admin chat that is available on every page.
How long does it take to set up?
It’s quick and easy! You fill out one form and then our team meets with you and sets up the FidUlink AI platform for you, while you're still working with clients.
We scan your website to train Sam right away. Then, you just confirm your data, add any FAQs or messaging preferences, and you're all set.
Does Sam stay updated on my business information, like hours?
Yes! Sam automatically pulls your business hours and other info from your Google Business Profile and website. You can also edit and update details anytime.
How can I provide Sam feedback?
You can always update and add FAQs for Sam in the Admin. And if you need a hand, just reach out to our support team!
Can I keep my phone number?
Yes! You don’t need to change a thing. We’ll guide you through setting up call forwarding with your existing phone number.
Will Sam sound robotic to my prospects?
No!
We have over 180 separate voices, accents, and even language support. Our team will help you to customize your AI Employee to be a great representation for your firm.
Each voice is trained to have a natural cadence and have an in-depth understanding of your firm. She is able to clearly identify the intent of your caller, and give them a high quality experience, including booking a meeting on your calendar, without requiring time from a human admin.
With our customization process you will have confidence that your AI Employee will be an elegant fit with your brand and member of your admin team.
You can give your AI Employee any name that you would like.
Our team will go through our proprietary training process with you to customize your AI Employee on your brand and how you serve your clients.
The best way to answer this is to call her yourself at 1 (503) 506-4904
Are call recordings compliant with SEC/FINRA communication retention requirements?
Yes!
Sam records and transcribes every call. Those records can be automatically exported to a compliant third-party archive through the fidUlink Compliant Record Exporter, designed specifically for regulated firms.
If you need a compliant data storage system, we have a Managed Service option included in the platform, or you can save the exports to your RIA's Google Drive, Dropbox, ShareFile, Box, or any system that supports a WebDAV connection and has been approved by your compliance team.
We offer ComConnect File Sync as a WORM based, ransomware proof SEC/FINRA compliant file storage solution.
What happens if Sam can't answer a question?
Sam is trained to acknowledge when she can't help and to let the caller know a team member will follow up — she doesn't guess or fabricate answers.
We also train her to let callers know when they ask for a service that you don't offer.
Can Sam work alongside my existing receptionist or assistant?
Absolutely.
Sam has been designed to complement a human administrative staff member, so they can provide as much value to your Registered Investment Advisory (RIA) Firm as possible, while your AI Employee handles mundane tasks.
Sam handles after-hours calls, overflow when your team is busy, and initial screening — so your staff can focus on higher-value work.
Does Sam work with my existing CRM or scheduling tool?
FidUlink AI includes scheduling tools, so you don't need to spend extra money on Calendly, and we also offer an integration with Calendly, if you would prefer to keep it.
She can book directly on your calendar from a phone call, while ensuring that your availability is up-to-date to check for any conflicts using our Zoom, Google and Microsoft integrations.
What if I want Sam to say something specific, or not say something?
During the setup process our team works with you on scripts, guidelines, FAQs, and preferences during onboarding. It is easy to have her know what not to say.
You can update and add additional guidelines at any time through the Admin Panel.
Is Sam only for inbound calls, or can she make outbound calls too?
She can, but setting up outbound calls is not included in our $0 setup.
This is a deliberate choice.
We can set this up for you for an additional fee.
The digital marketing arena is complex and maintaining your reputation is paramount. We want you to be a great financial advisor and are available to be your digital marketing advisor. We are taking conscious and deliberate care to complement your reputation, whether that is tied to a phone number, email address or domain.
The platform utilizes many other channels to streamline your automation process, such as email and SMS automations.
If you do choose to use the platform for outbound calls, we can help you set this up as well as explain the limitations and guardrails that the platform uses to ensure you have a strong reputation.
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