For years, advisors were told that AI was about text: emails, posts, summaries.
That era is ending.The next shift is voice — not robo-calls, not gimmicks, but AI-enabled human communication at scale.
The most immediate use case is simple:
when someone schedules an appointment, a voice assistant calls back, confirms the time, answers basic questions, and transfers to a human if needed. Transparent. Useful. Expected.
What makes this possible isn’t one tool, but a stack:
Replit to build and connect systems quickly
VAPI + Twilio + ElevenLabs for high-quality voice
A specialized retirement-plan language model that understands plans, compliance, and communication
Generic AI can summarize data. It cannot communicate value to a CFO.
That’s why we built a retirement-plan-specific model — trained on expert data, surveys, publications, and real advisor workflows.
The real breakthrough isn’t automation alone.
It’s AI-enabled calling: humans speaking to humans, supported by real-time suggestions, plan-specific insights, and voicemail detection — up to 5× faster than traditional calling.
The result feels like hiring a $100,000+ employee:
a retirement-plan expert
a copywriter
a calling assistant
But the goal isn’t to replace advisors.
It’s to automate what can be automated — so advisors spend more time on empathy, strategy, and real conversations.
In 2026, the firms that grow won’t just “use AI.”
They’ll use voice to scale trust.
