AI Sales Employee
AI Sales Employee for Financial Services
Understands general requirements and arranges a conversation with a financial professional. It never gives personalised financial advice.
From $30/month · 17 languages · live 24×7
What your AI Sales Employee does in financial services
- Capture general needs
- Qualify prospects
- Arrange professional calls
- Log compliance notes
Example conversation
“Retirement planning for two — arranging a call with a licensed financial professional this week.”
How to go live
Create your account
Pick your plan and set your business details, language and working hours.
Train it on your business
Add your website, documents and must-have questions. It learns your answers.
Share or embed
Use a hosted MAZ Assist page with zero code, or paste one snippet on your site.
Financial Services FAQs
How does the AI Sales Employee work for financial services businesses?+
Understands general requirements and arranges a conversation with a financial professional. It never gives personalised financial advice. Every conversation is saved as a qualified lead with a transcript, intent score and next step for your team.
Can it book meetings for my financial services team?+
Yes. It checks your working hours and calendar availability, books the slot and emails both sides the confirmation.
Do I need to install anything on my website?+
No. You can share a hosted MAZ Assist page and go live with zero code. If you prefer the assistant on your own site, one snippet takes about five minutes to paste.
Which languages does it speak?+
It speaks and understands 17 languages, and switches automatically when the person replies in another language.
What happens if the AI cannot answer a question?+
It captures the visitor's name, phone and email, tells them a human will follow up, and alerts your team by email and WhatsApp immediately.
How much does the AI Sales Employee cost?+
Plans start at $30/month. Annual plans include two months free. Full plan details and included minutes are on the pricing page.
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