Estera for Financial & Insurance
AI Receptionist for Financial Services
Estera responds to every inbound enquiry in seconds, qualifies financial needs and circumstances, and books initial consultations, so your advisors focus on advice, not admin.
The problem
High-value leads compare
multiple advisors at once.
People searching for financial advice or insurance contact several firms simultaneously. The first to respond with a professional, knowledgeable interaction builds the trust that wins the client. Estera makes you first.
Responds to every lead instantly
Estera replies to every WhatsApp and call in under 5 seconds, building confidence and establishing your firm as the responsive, professional choice.
Qualifies financial needs and circumstances
Estera conducts a professional initial qualification, collecting circumstances, goals, approximate assets, and timeline, so advisors arrive at consultations fully prepared.
Books initial consultations automatically
Estera checks advisor availability and confirms initial consultation appointments directly, without any admin involvement.
Handles sensitive financial conversations appropriately
Configured to avoid regulated financial advice, Estera handles enquiries with professional sensitivity, collecting information rather than providing guidance.
Captures every out-of-hours and weekend lead
Many financial decisions are made outside business hours. Estera Voice and Concierge capture every evening and weekend enquiry before your competitors see it.
Follows up on consultations that didn't convert
Estera Messages sends a carefully timed follow-up to prospects who attended a consultation but didn't proceed, addressing hesitation and restarting the conversation.
“Our leads used to wait two days for a response. By then they'd already spoken to three other advisors. Estera now responds in seconds, we're always the first conversation.”
Director, independent financial advisory firm
How it works
Live in hours.
Qualifying leads all week.
Estera connects to your firm's WhatsApp and phone. We configure it around your services, compliance requirements, and intake process, live within 24 hours.
We configure Estera for your firm
We cover your service lines, qualification criteria, compliance boundaries, consultation process, and any FCA or regulatory requirements that affect your communications.
Tested and compliant
Estera is tested across your full range of enquiry types, including edge cases like distressed clients, complex situations, and regulated product enquiries.
Every lead captured, every consultation booked
From day one, no enquiry goes unanswered. Every qualified lead gets booked. Your advisors focus on advice, Estera handles the rest.
Estera tools for finance
Built for regulated
financial services.
Estera Voice
Estera Voice
Answers every call to your firm, conducting initial intake, booking consultations, and ensuring no high-value lead goes unanswered.
Answers 100% of calls, including out of hours
Conducts professional initial qualification by phone
Books consultation appointments in real time
Routes high-value or complex enquiries immediately
Captures detailed lead information for advisor review
Estera Concierge
Estera Concierge
Handles every inbound WhatsApp, qualifying financial needs, answering service questions, and booking consultations without advisor involvement.
Responds to every enquiry in under 5 seconds
Qualifies financial goals, circumstances, and timeline
Books initial consultations automatically
Answers service and product questions professionally
Routes urgent or complex enquiries to an advisor
Comparison
Estera Agents vs.
The Alternatives
Look beyond cost. Hiring a person means months of recruiting, contracts, admin overhead, and the risk they leave at any moment.
| Estera Agents | Staff Member | No solution | |
|---|---|---|---|
| Available 24/7 | Yes | No | No |
| Estimated monthly cost | from €49/month | €1,200–2,000/mo* | Lost customers |
| Weekends & holidays | Included | Extra cost | Missed calls |
| Simultaneous calls | 30+ | 1 at a time | 0 |
| Simultaneous conversations | Unlimited | 1 at a time | 0 |
| WhatsApp confirmations | Automatic | Manual | No |
| Staff turnover risk | Zero | High in hospitality | - |
| Setup time | 3 Minutes | 4–8 weeks recruiting | - |
| Management overhead | None | Daily | - |
| Cancel anytime | Yes | Notice + legal risk | - |
| HR & admin paperwork | None | Contracts, payroll | - |
* Recruiting timelines and costs are based on hospitality industry averages. Staff turnover rate in hospitality averages 70–80% annually. Estera setup time may vary depending on your existing calendar and phone systems. Monthly staff cost includes gross salary plus employer contributions and is based on hospitality industry averages in Romania/Eastern Europe.
FAQ
Questions about Estera
for financial services
Everything you need to know before getting started.
Create your own agent now
3-minute setup. No code, no tech team required.