The AI receptionist for financial advisors that writes straight into Slack or Discord.

Why financial advisors miss calls.

Lifetime client value is huge. First contact has to feel professional.

It's a Monday morning. A man in his fifties has just become an executor for his late father's estate. There's a property, a SIPP, two ISAs, and some shares his father bought in the eighties. He has no idea where to start. He searches for a financial advisor in his town and starts ringing.

Your phone is on Do Not Disturb. You're with another client, mid-portfolio review. The phone rings out. By the time you check it that evening, he's already had a fifteen-minute chat with another advisor across town who picked up. Six months later, that advisor is managing £400,000 of inheritance. And earning £4,000-£8,000 a year in trail commission for the next decade plus.

Foan picks up in the kind of voice your clients expect from a chartered financial planner. Asks what kind of matter, what timeline, when works. Doesn't try to advise. Books the discovery meeting and sends your fact-find form by email before he hangs up. You walk out of your meeting to one notification.

What you get on day one.

• Every call answered in two seconds. No queue, no missed-call voicemails, no "we'll get back to you tomorrow".

• Calls flow into Slack or Discord automatically. No copy-paste from notepad. Whatever Slack or Discord expects, Foan writes.

• UK phone number included. Take a new line or forward your existing business number. Either way, Foan picks up.

• Text or WhatsApp the second the call ends. You're on a job, you don't pick up — Foan does the work and tells you what was said.

Frequently asked