Potential clients research financial advisors when they're motivated. Don't lose them to a contact form.
Your site answers service, fee structure, and specialty questions 24/7 — and captures consultation requests before prospects lose momentum.
- Trained on your own website — answers your specific questions
- Captures name, phone, and job type — texts it to you instantly
- Live on your site in under an hour. 14-day free trial.
No credit card required · Starts at $29/mo · Cancel anytime
Answered in 2 seconds · No staff needed
The problem
Why financial advisors lose leads every single day.
Someone just got a new job, received an inheritance, or had a life event that makes them ready to hire a financial advisor. If your site can't answer their questions, they move on.
You answer the same questions: who you work with, how you charge, whether you're a fiduciary, minimum asset thresholds, the services you offer.
A motivated prospect who visits your site Sunday evening and can't find answers loses momentum before their Monday morning consultation request.
The hard truth: The motivated prospect who decides Sunday evening to finally get a financial advisor contacts whoever made it easiest to get started.
The fix
What changes when your website answers back.
Without Anchor Co AI
- After-hours inquiries hit voicemail and don't call back.
- Your team answers the same questions all day.
- Leads leave your site without leaving their contact info.
- Competitors with a chat button get the job instead.
With Anchor Co AI
- After-hours questions answered in seconds — lead captured.
- Repetitive questions handled automatically, 24/7.
- Every visitor gets a personal answer and leaves their info.
- You only deal with the leads who are ready to buy.
What your bot handles
Real questions financial advisors get every week.
Your Anchor Co AI chatbot is trained on your actual website — so it answers questions like these instantly, around the clock, without involving your team.
“Are you a fiduciary financial advisor?”
“Do you work with people just starting to invest?”
“How do you charge — flat fee, AUM, or commission?”
“Do you help with retirement planning and Social Security timing?”
“Is there a minimum investment or asset level to work with you?”
“What does a first meeting or consultation look like?”
How it works
Live on your site in three steps.
No developers. No monthly setup fees. No waiting weeks to go live.
Add your business info
Paste your website address. We crawl your pages and find your services, hours, and how you work — automatically.
Add anything it missed
Add knowledge notes for pricing, FAQs, or policies not on your site. No retraining — just paste the text.
Put it on your website
One line of code. Paste it in your footer — or we'll do it for you free. Your chat bubble goes live on every page.
What's included
Everything financial advisorsneed. Nothing they don't.
Trained on your website
Paste your URL. We crawl your site and build your bot automatically — services, hours, and FAQs included.
Lead capture built in
When a question needs a real person, the bot asks for name and contact info and forwards it to you instantly.
24/7 availability
Your bot answers at 11 PM, on weekends, and on holidays. No staff required. No calls missed.
14-day free trial
Try it live on your site for two weeks — no credit card needed. Only pay if it earns its keep.
Pricing
Simple, flat pricing. No logo upcharge.
Chatbase charges $120/mo — and then another $99/mo to remove their logo. We start at $29, and your branding is included on every plan.
Starter
2 bots · 1,000 conversations/mo
- 14-day free trial — no credit card
- Your branding, free on every plan
- Cancel anytime, no fees
Growth
5 bots · 5,000 conversations/mo
- 14-day free trial — no credit card
- Your branding, free on every plan
- Cancel anytime, no fees
Pro
15 bots · 25,000 conversations/mo
- 14-day free trial — no credit card
- Your branding, free on every plan
- Cancel anytime, no fees
Want us to build and manage it for you?
Done-for-you setup, chatbot configuration, and ongoing support — built specifically for financial advisors. No settings panels.
FAQ
Questions financial advisors ask.
Does the bot actually know my financial advisor's services?
Yes. You paste your website URL and we crawl it to build your bot's knowledge base — your services, hours, service area, and how you work. You can also add knowledge notes for anything the site doesn't cover, like exact pricing or seasonal promotions.
What happens when the bot can't answer?
The bot asks for the visitor's name and contact info and forwards it to you instantly. It won't guess or make things up — if it doesn't know, it says so honestly and captures the lead so you can follow up.
How do I put it on my website?
One line of code in your site's footer. Shopify stores install in about 3 minutes with our guided link. WordPress, Webflow, Squarespace, and Wix users copy-paste one snippet. If you'd rather not touch anything, our concierge install service does it for you at no extra cost.
Is there a contract?
No. Month-to-month on every plan. Cancel any time from your account page — no calls, no cancellation fees, no guilt trip.
How is this different from Chatbase?
Chatbase's Standard plan is $120/mo — and if you want to remove their logo from your site, that's another $99/mo ($1,188/year). We start at $29 and your branding is free on every plan. We're also built for owner-operators, not for IT departments.
What questions do financial advisors usually train their bots on?
The most common ones: service area, what you offer, pricing (if you publish it), how to get a quote or book an appointment, hours, emergency availability, and anything unique to your business. You can always add more with knowledge notes.
Also built for
Anchor Co AI serves every local business.
Accounting Offices
Your site handles FAQ about services, pricing, and deadlines 24/7 — and captures new client inquiries while you're with existing clients.
Insurance Agents
Your site answers coverage, rate, and specialty questions 24/7 — and captures quote requests before prospects call a competitor.
Mortgage Brokers
Your site answers rate, qualification, and process questions 24/7 — and captures pre-approval consultation requests before buyers call a bank.
Every customer who can't get an answer tonight calls someone else.
Your bot can be live today. 14-day free trial — no credit card, no setup fee, no catch.
Questions? hello@anchorcoai.com · See all pricing · How install works