Qualified prospects booked onto your advisors' calendars
ZenTalk answers website visitors at any hour, asks your qualifying questions, verifies the phone and email, and books the call with the right advisor or loan officer. The advice stays with your licensed people.
ZenTalk gives financial advisors, lenders, and mortgage brokers an AI chat and voice agent that greets website visitors, asks the qualifying questions you set, and books a call with the right person on your team. It verifies each phone number and email before the lead reaches you, records and transcribes calls, and keeps chat, calls, and email in one inbox. The AI does not give financial advice, quote rates, or approve loans.
What gets in the way today
Rate shoppers leave before anyone answers
Mortgage and loan shoppers check several lenders in one sitting. If your site only offers a contact form, the lender who calls back first gets the application.
Advisors spend calls on poor fits
An advisor blocks an hour for a discovery call and learns in five minutes that the prospect is far below your minimums or wants a product you do not offer.
Lead lists full of dead contacts
Fake names, mistyped emails, and disconnected numbers come in from forms and paid campaigns. Your team wastes the morning dialing them and the ad budget pays for it.
How it works for financial services
- 1
A visitor starts the conversation
Someone reading your refinance page or your retirement planning page starts a chat or calls your number. The AI answers in chat or by voice, any time of day.
- 2
The AI asks your qualifying questions
It asks what your team needs before a call, such as what they are looking for, timeline, and the general range of the loan or the assets involved. You write the questions and the rules for who qualifies.
- 3
Contact details are verified
ZenTalk confirms the phone number is reachable, shows the carrier and line type, and checks the email has a real mailbox. The AI asks again if something does not work.
- 4
The call is booked with the right person
The AI books a phone or video appointment with the advisor or loan officer, sends the confirmation, and sends reminders before the call. It reschedules when the prospect asks.
- 5
Your team picks up with full context
The advisor opens the thread, reads the transcript, and calls from the browser dialer on your business number. The call is recorded and transcribed on the same contact.
The parts of ZenTalk you will use most
AI qualification on your site
The AI answers questions about your firm, your process, and who you work with, then asks your qualifying questions and hands the chat to a person when the prospect wants specifics.
Learn moreVerified phone and email
Every lead's number is checked for reachability, carrier, and line type, and every email is checked for a real mailbox, before it reaches your advisors.
Learn moreDiscovery calls booked automatically
The AI books discovery and consultation calls against each advisor's real availability, with reminders at 24 hours and 30 minutes to cut no shows.
Learn moreA recorded browser dialer
Advisors and loan officers call from your business number in the browser. Calls are recorded with a 30 day retention window and transcribed onto the contact thread.
Learn moreEmail on your own domain
Client email runs from your own domain and threads next to chats and calls, so a prospect's history is in one place instead of scattered across inboxes.
Learn moreRoles and redaction for your team
Give assistants a read only Viewer role, redact personal data by role, and keep an append only audit log of actions in the workspace.
Learn moreWhere ZenTalk fits, and where it does not
ZenTalk is not a CRM for financial products, a loan origination system, or a portfolio tool. Applications, accounts, and client records stay in the systems you already use.
The AI does not give investment, tax, or lending advice, quote rates, or approve anyone. It collects details and books time with your licensed people.
ZenTalk does not make you compliant with the recordkeeping or communication rules in your field. Check with your compliance team on how call recordings and chat logs fit your obligations.
For advisors, lenders, and brokers who lose shoppers to slow replies and waste calls on poor fits, ZenTalk handles first contact. It qualifies the prospect, verifies the contact, books the call, and records the follow up. Your licensed people keep the advice and the decisions, and your existing systems keep the records.
Similar industries
Common questions
Will the AI give financial or mortgage advice?
No. You tell the AI what to cover, usually your services, your process, who you work with, and how to book. When a prospect asks what they should invest in or what rate they will get, it explains that an advisor or loan officer will go over it and offers to book a call.
Can the AI screen out prospects who are not a fit?
Yes, based on the rules you write. You can have it ask about timeline, the kind of help they need, and a general range, then book only prospects who match. Others can get a polite answer and a way to contact you, without a slot on an advisor's calendar.
Are calls and chats recorded?
Calls from the dialer are recorded with a 30 day retention window and can be transcribed onto the contact thread. Chats are kept in the conversation history. Whether that meets the recordkeeping rules for your firm is a question for your compliance team, so keep your required archive where it is today.
Does ZenTalk store sensitive client data?
ZenTalk keeps conversations, contact details, and call recordings. It encrypts data at rest, can redact personal data by role, and does not store card numbers. Keep account numbers, statements, and loan files in your own systems, and set the AI's instructions so it does not ask for them.
Does it work for a solo advisor?
Yes. One agent seat covers unlimited websites in a workspace, the AI is included, and pricing is a flat 50 dollars per agent per month. The AI books calls into your calendar while you are with clients, and you can start with a one week free trial.
For advisors, lenders, and mortgage brokers
Put an AI agent on your site and one inbox behind it.
Start your free trial, and we will walk your workspace through setup personally.
One week free. Cancel anytime. No long-term contract.