AI Financial Services: Australian AI Receptionist for Financial Practices

Transform your financial practice with our AI receptionist designed specifically for Australian financial advisors, accountants, mortgage brokers, and financial planners. Handle client calls 24/7, capture leads efficiently, ensure compliance, and compete with larger institutions while maintaining personal service.

24/7 Professional Call Answering

Appointment Scheduling

Intelligent Call Screening & Transfer

CRM & Calendar Integration

AI voice

Authentic Australian Voices

Custom Lead Qualification

Why Australian Financial Practices Choose AI Financial Services

Small and medium financial services businesses across Australia are revolutionising client communications with AI receptionist technology. Our AI financial services platform helps financial advisors, accountants, mortgage brokers, and financial planners deliver professional, compliant client support around the clock while focusing on high-value advisory work.

ASIC-Compliant AI for Financial Services

Our AI solutions help small financial practices maintain compliance with Australian regulations including ASIC requirements for financial advisors, Privacy Act standards, and professional conduct rules. Built-in compliance monitoring and documentation ensure your practice stays protected while serving clients more efficiently.

Your Customer & Call Data Never Leaves Australia

Our conversational AI platform operates exclusively on secure Australian infrastructure. Customer calls, business data, and AI interactions remain within Australian borders while meeting strict privacy and data sovereignty requirements for all industries.

All AI software and data remain within the Australian cloud

Compliant with Australian data sovereignty laws

Multi-layered firewalls and strict access control

End-to-end encrypted conversations and data storage

Why Choose AiDial AI Receptionist?

Never Miss Another Customer

Stop losing opportunities from missed calls, walk-ins, and after-hours enquiries.

Ensure 100% Australian Compliance

Operate with confidence, knowing your data is hosted locally and meets all privacy laws.

Integrate & Automate Your Workflow

Direct integration with your calendar and CRM systems. Every appointment and lead is automatically captured and organised, saving hours of admin work.

Scale Support Capacity Instantly

Meet any customer demand by instantly scaling to manage peak enquiry volumes and business growth, without the overhead of extra staff.

Eliminate Staffing Disruptions

Enjoy uninterrupted customer service without sick days, holidays, or staff turnover disruption. Your AI specialises in consistent, reliable support around the clock.

Slash Your Reception Costs

Save up to 70% compared to the cost of full-time reception staff and office space.

Smart Practice Automation

Automate routine client communications with AI that understands financial advisory workflows. Handle appointment scheduling, basic account inquiries, document requests, and follow-up communications while you focus on providing strategic financial advice and building client relationships.

24/7 Automated Booking

Empower your customers to book, reschedule, or cancel appointments anytime over the phone. Your AI agent seamlessly manages your calendar without any human intervention.

Seamless CRM Integration

Instantly log call details, summaries, and outcomes in your CRM. Keep your customer records perfectly up-to-date and trigger automated workflows based on real-time call data.

Intelligent Lead Qualification

Your AI agent can ask targeted questions to qualify leads over the phone, scoring them based on your criteria and routing high-value prospects directly to your sales team.

Financial Software Integration

Seamlessly connect with popular financial planning software, accounting platforms, CRM systems, and practice management tools used by Australian financial advisors. Real-time synchronization with systems like Xplan, MYOB, Xero, and other industry-standard platforms ensures your AI assistant has current client information.

AI Trained on Your Business Knowledge

Custom AI Training from Your Own Content

Beyond a simple script, we ground our AI in your own ecosystem of knowledge. By securely providing your internal documentation, website content, and FAQs, our AI retrieves information in real-time to answer caller questions with unparalleled accuracy. This method ensures the AI not only follows a prescribed call flow but truly understands and communicates the specific details of your business, just as a highly-trained staff member would.

Lifelike Australian Voices Your Customers Instantly Trust

Choose from our voice library or let us create a bespoke voice for your brand.

Connect with your Australian audience using voices they’ll instantly recognise and trust. Our comprehensive library features diverse, lifelike AI voices, each crafted with authentic local accents and natural speaking styles. Whether you need a professional Sydney tone, a friendly Melbourne warmth, or a relaxed Queensland approach, explore our samples below to discover the perfect voice for your business.
Bright smiling woman with red curly hair outdoors in a green park setting, showcasing happiness and natural beauty for AI Dial Australian business branding and communication solutions.

Jess

Friendly man smiling outdoors in casual attire against a grey brick wall.

Jason

Friendly blonde woman smiling, engaging in conversation, customer service, professional communication, modern office setting, business collaboration, positive attitude, professional demeanor, social interaction, corporate environment.

Hannah

Smiling young man in blue sweater in a library with shelves of books in the background.

Sam

Bright smiling woman with clear skin, long brown hair, wearing a cozy beige turtleneck sweater, portrait, cheerful expression, friendly face, natural makeup, light blue background.

Emily

Smiling young man in casual plaid shirt looking out of window, natural light, happy expression, modern office setting, friendly professional.

Jake

Intelligent Financial Services Call Routing

Direct financial services clients to the right specialist instantly. Route calls based on service type (insurance, superannuation, investments, tax planning), client priority level, advisor availability, and urgency. Handle everything from routine account inquiries to urgent financial planning consultations with AI that understands financial services workflows and client needs.

Keep Your Existing Business Number

Or Get a New 1300 or Local Number

Whether you keep your existing business number or choose a new 1300 or local number, your AI answering services integrates seamlessly with your current operations. Keep your trusted number to maintain customer familiarity, or select a professional 1300 number for national credibility. Either way, you get 24/7 professional call handling with full integration into your existing systems.

Seamless Human Handover

Intelligent Call Escalation

Our platform manages routine calls while intelligently identifying and escalating high-value or complex enquiries directly to your team. This ensures critical opportunities are captured and your customers always receive the expert care they need, creating a seamless, professional experience.

Multi-Channel Support: Phone, Chatbot, SMS

Streamline customer communication with one AI solution that manages every channel. Phone calls, website chat conversations, and SMS enquiries are all handled by the same intelligent system, ensuring consistent responses and eliminating the need for separate support tools.

Automatic Redaction for Australian Financial Data

Our Proprietary Engine Detects TFN, ABN/ACN, BSB, Medicare, Super ID, CRN, ... All Australian Formats

Data breaches in financial services carry severe penalties and irreparably damage client trust. Don’t risk your clients’ financial data with generic, international tools. Their systems are not designed to find uniquely Australian financial identifiers, leaving your practice exposed to breaches. Our custom PII redaction engine was engineered exclusively for Australian financial services compliance, natively identifying and removing highly sensitive information like TFNs, Super IDs, BSBs, and bank account numbers. This is a capability international providers simply cannot offer. We can also add any business-specific terms or internal client codes to the redaction list, providing a level of granular, onshore protection that is unmatched.

AI Receptionist Plans for Financial Services

Explore pricing for Australia’s only truly compliant AI Receptionist for the financial sector. We are the sole provider whose platform is built to handle sensitive client data in line with ASIC guidelines and the Privacy Act, giving you and your clients complete peace of mind.
Efficient call centre agent using AI dialer on desktop computer in modern office environment for telecommunication and customer service solutions.

Compliance

The complete solution to automate your front desk and meet all compliance obligations.

Choice of Australian AI voices Help Icon
Automated appointment booking Help Icon
CRM integration & sync Help Icon
AI trained on your business data Help Icon
Intelligent call routing Help Icon
Smart FAQ responses Help Icon
Lead capture & qualification Help Icon
Seamless human handoff Help Icon
Sentiment analysis Help Icon
End-to-end data encryptionHelp Icon
7-year call data retention Help Icon
PII redaction & anonymisation Help Icon
Performance dashboard Help Icon
Secure Australian hosting Help Icon
Managed updates & security Help Icon
High-tech financial trading office with woman using phone, multiple monitors displaying stock market charts and data, modern business environment, AI-powered trading solutions.

ADVANCED

Elevate your client journey with custom automation and proactive SMS follow-ups.

Everything in COMPLIANCE
Cutom workflow automation Help Icon
30 concurrent call capacity Help Icon
Automated SMS follow-up Help Icon
Smart call menus (IVR) Help Icon
Immutable audit logs & trail Help Icon
Privacy rights management toolkit Help Icon
Regular compliance updates Help Icon
Priority support
Call center computers and headsets all in a row

Enterprise

A dedicated, private AI for ultimate security and custom regulatory compliance.

Everything in ADVANCED
Dedicated private voice AI setup Help Icon
Large-scale call concurrency Help Icon
Custom regulatory compliance Help Icon
Call recording & encryption Help Icon
Discounted pricing based on volumes
Longer than 7 year data retention Help Icon
High availability & resilience Help Icon
City-level data residency control Help Icon
Role-based access controls Help Icon
Privacy rights management toolkit Help Icon
Proof of Concept (PoC) available Help Icon

Australia's Only Fully Private Voice AI Solution

When your organisation demands absolute privacy, we deliver the impossible: a completely isolated voice AI environment built exclusively for you. Every component—from AI models and databases to speech processing and VPN access—operates on your dedicated Australian server with zero shared infrastructure. No other provider in Australia can deliver this level of complete isolation across the entire voice AI stack, making it the ultimate solution for government agencies, healthcare providers, and enterprises with extreme security requirements.

AiDial Platform

Conversational AI Platform Built For Australian Businesses

The AiDialTM Platform is our proprietary, end-to-end ecosystem for intelligent voice communication, built exclusively for the Australian market. Unlike generic offshore providers, our AiDial platform is engineered in-house to meet Australia’s stringent compliance and privacy laws, giving you a powerful AI communication solution without the risk.

Zero Delay: Truly Natural Conversations

A natural conversation doesn’t have awkward pauses. Our AI is designed to replicate that seamless flow. Because every component of the AiDial™ platform is hosted locally, we can process conversations with near-zero delay. This means your customers get an immediate, intelligent response every time, leading to higher satisfaction and more productive calls.

Unlock Your Call Data: Analytics & Histories

Our analytics dashboard turns your call data into a strategic asset. Easily visualise performance, understand customer engagement at a glance, and download complete call histories to make smarter, data-driven decisions.

Actionable Call Intelligence, Delivered Instantly

Full Transcripts by Email.
Instant Summaries by SMS.

Turn every phone call into a powerful data point. Our system instantly provides the full transcript, detailed sentiment analysis, and essential lead data, while also offering a quick-glance summary by SMS, perfect for staying informed while on the go.
AiDial call transcript example showing conversation

Expert Support for Financial AI Implementation

Get dedicated support from our Australian team who understand the unique challenges facing small financial practices. Comprehensive setup assistance, training for your team, and ongoing optimization ensure your AI solution delivers maximum value while fitting seamlessly into your existing workflows and client service approach.

Connect with Australian AI Experts

Tell us your needs and discover how the AiDial platform can provide a more intelligent, secure, and cost-effective communication solution.

Contact

Frequently Asked Questions

While we don’t offer a traditional free trial, we invite you to experience our AI assistant firsthand by calling 02 6422 0000.

Our AI assistant is designed to explain our services and capabilities in detail and answer your questions about its features. 

This live demonstration gives you immediate insight into how our conversational AI technology works, the quality of interactions your customers would experience, and whether our solution aligns with your requirements.

The development and deployment time varies depending on the complexity of the AI receptionist. Most projects under our Starter/Pro plans are completed within 2-4 weeks, while more advanced solutions with custom integrations, call routing, and CRM connectivity may require additional time.

We work closely with you to optimise the setup for your business needs, ensuring seamless deployment and efficient operation from day one.

Our AI receptionist uses a new, dedicated number for seamless system integration. To continue using your main business number, you simply forward it to this new AI line—a quick process we can help with. Please be aware that this requires maintaining service for both your original number with your provider and the new AI line.

You will select your own phone number through our trusted telephony partner. This is to ensure compliance with Australian regulations, which require the number to be registered to your official business identity.

We provide a step-by-step guide to set up an account, select from a broad range of Australian local numbers for each state and national toll-free options, and then grant our team delegated access. This approach ensures regulatory compliance while we handle the technical setup.

No. Our system uses natural conversation rather than traditional IVR (Interactive Voice Response) menus. Callers can speak naturally as they would to a human receptionist, and the system understands their intent through conversational AI. This creates a more intuitive and efficient caller experience without the frustration of navigating complex phone trees.

Unlike traditional IVR systems or rule-based phone assistants that follow rigid scripts, our AI receptionist uses advanced natural language processing to engage in human-like, dynamic conversations. Powered by leading AI models, they understand context, learn from interactions, and respond intelligently rather than simply matching predefined keywords.

Our AI receptionist can handle complex queries, route calls based on real-time needs, take messages, book appointments, and even escalate issues when necessary. They continuously adapt and improve, ensuring a seamless and efficient caller experience while reducing operational costs and improving customer satisfaction.

Yes. All standard plans include support for up to 30 concurrent calls. This means the system can manage 30 separate conversations simultaneously without any degradation in service quality. Unlike human staff who can handle one call at a time, our solution provides consistent performance across all concurrent calls, eliminating busy signals and hold times during peak periods.

Higher capacity options are available for enterprises with greater call volumes. Contact our team to discuss custom solutions for your specific requirements.

The system is configured with a customised script and system prompt that defines its personality, knowledge base, and operational parameters. This configuration includes:

  • Your business information and services
  • Standard operating procedures and business rules
  • FAQ responses specific to your organisation
  • Greeting messages and conversation flow guidelines
  • Integration points with your existing systems


This script acts as the system’s training manual, ensuring consistent, on-brand responses aligned with your business policies.

Your AI receptionist knowledge base and business data can be regularly updated to keep responses accurate and relevant. Updates can include new FAQs, service changes, business policies, or call handling improvements.

Depending on your ongoing maintenance plan, updates can be:

  • Managed by our team to ensure seamless integration of new information.
  • Automated via system integrations if connected to your CRM, booking system, or database.
  • Updated manually by your team through an easy-to-use interface (if applicable).


For larger updates or feature enhancements, we provide custom solutions tailored to your business needs.

When the AI receptionist encounters a complex enquiry it cannot resolve, it will automatically escalate the call to a human representative or take appropriate action based on your business rules.

Depending on the setup, the AI can:

  • Transfer the caller to a live agent in real-time.
  • Send a follow-up request via email or SMS to the appropriate team.
  • Log the query for later review to improve future responses.


This ensures that nuanced or sensitive issues receive human attention, maintaining high-quality customer service.

Through our Client Dashboard, you will have access to call transcripts, which you can download. 

Our AI receptionist is customised using your business-specific data, such as documents, FAQs, and website information, to provide accurate and relevant responses. We tailor conversational flows to match your services, typical customer enquiries, and industry requirements.

Additionally, our AI receptionist can pull real-time data from your CRM, booking system, or internal databases, ensuring up-to-date information is provided to callers.

Yes, our solution can integrate with most third-party systems, provided they offer API (Application Programming Interface) access.

The third-party system must provide APIs that support the specific actions you want to perform, such as:

  • Creating or updating customer records
  • Scheduling, modifying, or cancelling appointments
  • Retrieving information (account details, appointment availability)
  • Creating tickets or support requests

An AI Receptionist is a comprehensive solution capable of performing complex business tasks including:

  • Answering detailed FAQs with contextual understanding
  • Managing appointments (scheduling, rescheduling, cancellations)
  • Processing information and making decisions based on business rules
  • Integrating with CRM, booking, and practice management systems
  • Transferring calls to appropriate staff members when needed

An AI Answering Service, by comparison, provides basic message-taking functionality:

  • Collects caller contact details (name, phone number, email)
  • Records a brief message from the caller
  • Forwards this information to a designated email address


An AI Receptionist represents a full virtual staff member, while an answering service is equivalent to a basic voicemail system.

Your AI receptionist data is securely stored in enterprise-grade Australian data centres, with primary facilities located in Sydney, Melbourne, and Canberra. We ensure full compliance with Australian data privacy laws, keeping your information safe and within the country.

If you have specific compliance or business requirements, you can choose a preferred storage location to meet your needs.

We offer 100% Australian-based ongoing support and maintenance to ensure your AI receptionist runs smoothly. This includes regular updates, security patches, and performance monitoring to keep your system operating efficiently.

For troubleshooting or adjustments, our support team is readily available. Depending on your plan, we also offer:

  • Content and call flow updates to keep responses accurate.
  • System integration support to ensure seamless connectivity.
  • Priority support and a dedicated account manager for higher-tier plans.

Yes, the AI receptionist can support multiple languages and be localised for specific regions. This allows businesses to provide multilingual customer service, ensuring callers can interact in their preferred language for a better experience.

Localisation also includes adapting responses to cultural nuances, accents, and regional terminology, making conversations feel natural and relevant to your audience. Whether you need support for English, Mandarin, Spanish, or other languages, our AI voice agents can be tailored to meet your business needs.

Not necessarily. Our solution is designed as a workforce augmentation tool rather than a replacement. It excels at:

  • Handling high-volume, repetitive inquiries efficiently
  • Managing calls during after-hours or peak times
  • Processing routine administrative tasks (appointment scheduling, basic FAQs)
  • Ensuring no call goes unanswered during busy periods


This allows your human team to focus on:

  • Complex customer issues requiring empathy and nuanced judgment
  • High-value client interactions and relationship building
  • Specialised tasks that benefit from human expertise
  • Situations requiring exception handling or creative problem-solving


Many businesses find the ideal model combines AI efficiency for routine matters with human expertise for complex interactions, creating a more responsive and cost-effective customer service operation.

Connect with an Australian AI Expert

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