AI Scheduling Agent for Financial Advisors

Streamline how prospects and clients schedule meetings — from initial consultations to ongoing portfolio reviews — without delays or missed opportunities.

Ferdinand acts as your always-on AI Scheduling Agent, handling appointment requests, client intake, reminders, rescheduling, and follow-ups automatically across every channel.

No calendar juggling. No missed inquiries after hours. No administrative drag slowing down client relationships.

Just smooth, reliable scheduling that fits how modern advisory firms operate.

What Ferdinand Automates for Financial Advisors

✔ Introductory Consultations & Discovery Calls

Prospective clients often reach out asking:

Ferdinand gathers key details, confirms fit, and books the appropriate introductory meeting — instantly.

✔ Ongoing Client Meetings & Reviews

For existing clients, Ferdinand handles scheduling for:

• Annual and quarterly portfolio reviews

• Retirement planning sessions

• Investment strategy discussions

• Risk tolerance check-ins

• College planning meetings

• Estate planning coordination calls

• Life event updates

Recurring meetings and preferred advisor routing are fully supported.

✔ Client Intake & Pre-Meeting Preparation

Before any meeting is booked, Ferdinand can collect:

• New vs. existing client status

• Planning focus (retirement, wealth management, business, estate)

• Account types involved

• Urgency or time sensitivity

• Preferred meeting format (virtual, phone, in-person)

• Required documents or statements

Advisors walk into meetings prepared — without manual intake.

✔ Rescheduling, Cancellations & Policy Enforcement

Schedules shift. Clients reschedule. Meetings move.

Ferdinand handles:

• Rescheduling requests

• Cancellation rules

• Advisor availability changes

• Meeting format changes

Your firm’s policies are always applied automatically.

✔ Automated Reminders & Meeting Logistics

To reduce no-shows and ensure productive meetings, Ferdinand sends:

• Appointment confirmations

• Calendar invites

• Day-before reminders

• Virtual meeting links

• Office directions

• Document preparation instructions

Clients arrive informed and on time.

✔ After-Hours & Peak-Demand Coverage

Client questions and scheduling requests don’t stop at 5pm.

Ferdinand ensures:

• Every inquiry is answered instantly

• Every scheduling request is captured

• No prospect or client waits until the next business day

Your firm stays responsive without expanding staff hours.

Advisory Services That Benefit Most

• Wealth Management & Financial Planning

• Retirement Planning

• Investment Advisory

• Business Owner Advisory

• Estate & Legacy Planning

• College & Education Planning

• Insurance & Risk Planning

• Multi-advisor or multi-location firms

If your firm books client meetings, this workflow applies.

Where Clients Can Schedule Appointments

Ferdinand works across all the channels clients already use:

• Website chat

• Phone (AI voice agent)

• SMS / text messaging

• Email auto-responses

• Google Business Messages

• Social messaging (Facebook, Instagram)

• Client portal widgets

One AI agent. One workflow. Every channel covered.

Why Financial Advisors Use AI Scheduling

⭐ Improved Responsiveness

Prospects and clients get immediate confirmation and booking.

⭐ Less Admin Work

Staff spends less time coordinating calendars and more time supporting advisors.

⭐ Higher Meeting Completion Rates

Automated reminders reduce no-shows.

⭐ Better Prepared Meetings

AI intake ensures meetings are focused and productive.

⭐ Scales Without Hiring

Handle more clients without adding administrative overhead.

Example Client Scenarios

Scenario 1 — New Prospect

Client requests a consultation about retirement planning.→ Ferdinand collects details and books a discovery call.

Scenario 2 — Annual Portfolio Review

Existing client wants to schedule their annual review.→ Ferdinand finds availability and sends preparation instructions.

Scenario 3 — Life Event Update

Client needs to discuss a recent job change.→ Ferdinand schedules the correct session type automatically.

Scenario 4 — After-Hours Inquiry

Prospect reaches out at night.→ Ferdinand captures intake and books the next available slot.

Workflow Rules You Control

• Appointment types & durations

• New vs. existing client routing

• Advisor assignment rules

• Recurring meeting logic

• Virtual vs. in-person preferences

• Buffer times

• Cancellation and reschedule policies

• Intake questions & document prompts

The workflow adapts to your firm — not the other way around.

Implementation Is Simple

1. Connect advisor calendars

2. Define meeting types and services

3. Add intake questions and prep instructions

4. Customize reminders and policies

5. Deploy across web, phone, and SMS

Most firms are live quickly, without disruption.

Built for Modern Advisory Firms

Ferdinand helps financial advisors deliver a professional, responsive scheduling experience while protecting advisor time and improving client relationships.

Organized. Reliable. Always available.