Professional call handling for every client enquiry
Ella answers every call for financial services, 24 hours a day — no rings, no hold music.
A missed call is a booking someone else answers instead.
Example call
Caller
I'd like to book a review of my super with my adviserFinancial advisory and planning practices sit under the same compliance-first approach as banking on ZyncoAI: Ella books client review meetings and screens new-client enquiries before they reach an adviser, but never gives financial advice or discusses specific account or portfolio detail — anything substantive is routed straight to a human. That split lets the practice capture every enquiry (a missed call from a prospective client is a missed relationship) without any risk of the AI stepping into advice it's not licensed or appropriate to give.
Where financial services phone lines actually break down
Three real problems, and what Ella actually does about each one.
A missed call from a prospective client is a missed relationship — and advisers can't take calls mid-meeting.
Ella books client review meetings and screens new-client enquiries even when every adviser is unavailable.
Any AI discussing specific account or portfolio detail would be a compliance risk this practice can't take.
Ella never gives financial advice or discusses account/portfolio detail — anything substantive routes straight to a human adviser.
New-client calls often start from zero because nothing was captured before the first real conversation.
New-client enquiries are screened for basic context before being booked in with an adviser.
Built for financial services
Books client review meetings automatically
Screens new-client enquiries before they reach an adviser
Never gives financial advice — always routes to a human for that
Captures urgent compliance-sensitive calls correctly
Built for every role on your team
How Ella changes the day for the people actually running a financial services business.
Practice Manager
Every client review booking and new-enquiry screening note lands in one dashboard, not a phone-message pad.
Adviser / Practice Owner
Captures every enquiry that would otherwise be a missed relationship, without any advice-compliance risk.
Front Desk / Client Services
Client review meetings arrive pre-booked and screened, not routed by guesswork.
What would this actually cost you?
Move the slider to your real call volume — every number below is either a published financial services plan price or a named assumption, never an estimate we can't show our working for.
ZyncoAI — real plan
$599/month
Growth plan — 1,500 minutes/month, real published price.
Traditional receptionist
$5,417–$6,250/month
Based on a $65,000–$75,000/year AUD wage — a typical Australian admin/reception award range, not a quote.
At this volume: $57,812–$67,812 AUD/year difference between the Growth plan and the traditional-receptionist wage assumption above — the raw arithmetic, not a marketing percentage.
A real receptionist and Ella aren't a like-for-like swap — this compares call-answering cost only, using the two figures shown above.
Works with the tools financial services businesses already use
Classified honestly — live booking sync, staff-roster sync only, manual/CSV import, or genuinely not built yet.
Google Calendar
Sync appointment availability and bookings with a staff member's Google Calendar. Connect per staff member from the Staff tab.
Microsoft Outlook Calendar
Sync appointment bookings to your business's connected Outlook Calendar (Microsoft 365 / Azure AD).
See the dashboard in action
The real ZyncoAI dashboard interface, shown with clearly-labelled sample data.
Client Meetings Booked
41
Calls Answered Today
116
No-shows Today
0
Live AI call feed
LIVEBooked meeting — Tuesday 2:00pm
From signup to Ella answering calls
The real steps — nothing skipped, nothing sped up for the page.
- 1
Sign up
Create your account and verify your email address.
- 2
Tell us about your business
Business name, industry, hours and address — a short setup wizard.
- 3
Add your staff
Import or add the people whose calendars Ella will book against.
- 4
Activate your voice line
Click Activate — a real Australian phone number is purchased and configured for your business.
- 5
Ella goes live
The moment a real number is assigned, Ella starts answering. Automatic number purchase is usually immediate; on the rare occasion it needs a manual step on our side, we're notified automatically and follow up directly.
Built early, built honestly
Sydney-hosted database
Your business, appointment, and call records are stored in Australia (ap-southeast-2). Voice processing involves overseas AI providers, disclosed in full at /privacy#subprocessors.
AI disclosure by design
Every caller is told they're speaking with an AI, every time — not buried in fine print.
Privacy Act 1988 compliance
Real incident-response contact and consent tracking, not a badge we haven't earned.
PCI DSS compliant payments
Card payments are processed by Square, a PCI DSS compliant processor — your card details never touch our servers.
Transparent support access
A real, monitored inbox — support@zyncoai.com — not a chatbot wall.
First financial services partner story coming soon
We're not going to invent one. This slot fills the day a real financial services business gives us real numbers to share.
Frequently asked questions
No — Ella books appointments and screens enquiries, but never gives financial advice. Anything substantive is routed to a human adviser.
Every plan includes the complete ZyncoAI platform — all features, all dashboards, all integrations. Plans differ only by minutes included.
Starter
AUD $0.60 per extra minute · AUD $699 setup fee
- 800 minutes/month
- 1 location
- Email support
Growth
AUD $0.60 per extra minute · AUD $899 setup fee
- 1,500 minutes/month
- 1 location
- Email support
Max
AUD $0.60 per extra minute · AUD $1299 setup fee
- 2,000 minutes/month
- 1 location
- Email support
Enterprise
From AUD $1,669/month · AUD $2,999 setup fee
- Unlimited minutes
- 1 location
- Email support
One-time setup fee (Banking & Finance): Starter AUD $699 setup fee · Growth AUD $899 setup fee · Max AUD $1299 setup fee · Enterprise AUD $2,999 setup fee
Add-ons available after you pick a plan.
Start your 7-day free trial
Plans from AUD $399/month · one-time setup fee (varies by plan) · no credit card required to start