Optimize Your Office with
a 24/7 AI Secretary
Efficiently Managing Client Inquiries, Appointments,
and Financial News of the day when your clients calls you. No more voicemails, no more interns missing your client calls.
Efficiently Managing Client Inquiries,
Appointments, and Financial Insights
Cost calculator
Pay Rate :$20/ hour
Cost per minute : $0.33
How productive is the employee : 50%
Cost per minute: $0.66
What you’re paying now
(Pay Rate x Actual productivity of employee)
Weekly
(40 hr/week)
$1,600
Monthly
(160 hr/month)
$6,400
Yearly
(1,920 hr/year)
$76,800
Postbot AI Agent pay as you go pricing
Weekly
(40 hr/week)
$600
Monthly
(160 hr/month)
$2,400
Yearly
(1,920 hr/year)
$28,800
Savings
Weekly
(40 hr/week)
$1,000
62.5%
Monthly
(160 hr/month)
$4,000
62.5%
Yearly
(1,920 hr/year)
$48,000
62.5%
Feature
Why Choose Postbot for Financial Services?
Why Choose Postbot for Financial Services?
Outbound calls to schedule your client's annual reviews
It offers personalized financial insights and updates for better client service.
Integration
Seamless Integration
Seamless Integration

eMoney

Rich Capital

MoneyGuide
Integration
Initial prompts for the AI Receptionist is Pre-trained by your website
Initial prompts for the AI
Receptionist are pre-trained
by the contents of your
website
Initial prompts for the AI Receptionist is Pre-trained by the contents of your website
Postbot delivers AI-powered communication solutions, managing tasks across voice and text message for various industries. Available 24/7 for seamless efficiency.
Postbot delivers AI-powered
communication solutions, managing
tasks across email, SMS, voice, and
fax for various industries. Available
24/7 for seamless efficiency.
Postbot delivers AI-powered communication solutions, managing tasks across voice and text message for various industries. Available 24/7 for seamless efficiency.