Capture Qualified Prospects
Around the Clock
BotDesk gives financial advisors a 24/7 AI chatbot for their website that qualifies prospects, answers service questions, and collects discovery call requests, without crossing into financial advice.
Prospects Research at 9pm. Your Office is Closed.
People decide whether to reach out to a financial advisor after hours — when you're not available to respond.
High-intent prospects browse evenings and weekends
People researching financial planning make the decision to reach out when they finally have quiet time — not during business hours when you could answer.
Unqualified inquiries waste your time
A chatbot pre-qualifies prospects on asset level, goals, and timeline — so the calls you take are with people you can actually help.
Your contact form doesn't close anyone
A form submission with no instant response sends prospects back to Google. A chatbot keeps the conversation going until they've asked for a call and left their info.
From Website Visitor to Discovery Call
BotDesk qualifies your prospects and sends you their details, so the calls you book are with better-fit people.
Train It on Your Practice
Services you offer, who you work with, minimum asset levels, your process, and how to book a discovery call. About 15 minutes to configure.
Add to Your Website
One script tag on your site. Works on WordPress, Wix, Squarespace, Webflow, or any platform that allows custom code.
Wake Up to Qualified Leads
Name, contact info, asset range, primary goal, and timeline — every morning your inbox has qualified prospects who asked to hear from you.
Questions Prospects Ask Before They Reach Out
The most common pre-call questions — answered immediately, day or night.
Common Questions
No — and this is critical. BotDesk is trained to answer questions about your services, process, fees, and how to schedule a consultation. It does not provide personalized investment recommendations, tax advice, or anything that would constitute professional financial advice. You configure it to redirect any specific financial questions to your discovery call.
Yes — this is one of the biggest time-savers for financial advisors. The chatbot can ask about asset range, primary financial goal, and timeline before capturing contact info. You receive leads with enough context to know whether to prioritize or decline the conversation.
Yes. Whether you run an independent RIA, work at a broker-dealer, or operate a fee-only planning practice, BotDesk works on any website and can be configured to reflect your specific practice structure and compliance requirements.
BotDesk is a lead capture and FAQ tool, not a regulated financial service, and it's set up not to give personalized advice. Your firm's rules on website communications and record keeping still apply, so check with your compliance team before you turn it on.
Yes. It replies in the language each person writes in, such as Spanish, Chinese, Vietnamese, Korean or Tagalog, on every plan, and you choose which languages it uses. On Growth and up, chats in another language reach you with an English translation.
Plans start at $29/month. For financial advisors, one additional qualified discovery call per month — leading to a single new client — covers the cost for years. There's a 7-day free trial — your card is added at signup and you're only charged if you don't cancel before day 8. There's also a Free plan with no card: it answers your customers' questions, and collecting their name and number starts on the $29 plan.
Stop letting qualified prospects slip away after hours
BotDesk qualifies prospect inquiries and collects discovery call requests 24/7, so you wake up to leads instead of missed opportunities.
Start 7-day free trial✓ Free plan, no card ✓ Paid plans from $29/mo with a 7-day free trial (card at checkout, no charge till day 8) ✓ Cancel anytime
✓ Our simple guarantee: if your first month goes by without a single customer conversation through the bot, email us and we'll refund your first month — no forms, no hassle.