High-value leads. Compliance-grade calls.
Mortgage brokers, financial planners, accountants, advisors. Flextel handles the qualification calls that drown small teams — with recording, retention, and routing built for the regulator.
Common Financial Service challenges
- High-value leads from ads going to voicemail
- Compliance recording and retention requirements
- After-hours enquiries from time-poor clients
- Multi-channel campaigns needing per-channel attribution
How Flextel helps
AI Voice Agent: Lead qualification that respects regulation
- Qualifies high-value leads — Captures product interest, urgency, and basic disclosures before broker time gets used.
- Books the initial consultation — Straight into the broker’s calendar with full intake context attached.
- Won’t give personal financial advice — Flags every regulated conversation for a human — every time, without exception.
- After-hours capture — Google Ads leads that come in at 9pm get captured, not lost to voicemail.
Phone numbers built for compliance and attribution
- Compliance-grade recording — Encrypted, retained per regulator requirements, audited access logs.
- Marketing attribution — Different number per channel — see which Google Ads, comparison sites, or referral partners actually drive deals.
- 1800 hardship lines — Free-to-call for debt, financial hardship, and sensitive enquiries where caller cost shouldn’t apply.
- Australian data residency — All customer data stored in Australia, available on Enterprise plans.
Supercharge your office today
