AI employees for financial services · on shift 24/7

The AI front office for financial services firms
You just onboard it.

Client questions answered, consultations booked, deadline reminders sent — and never a word of advice outside a consultation. Onboard June like a new hire — it answers calls, texts, and emails, makes the outgoing calls, and keeps your financial services firm up to date, on its own.

Free to start · onboarded in a day · no card

on shift · steady

ON SHIFTJune · Harbor Financial Group02:07
A day on your agent's shift

What June handles for your financial services firm.

02:07AM

While you sleep

After-hours callers get answered and booked from your live calendar — nobody gets woken up.

missed call → answered in 7s → booked
09:00AM

Before you sit down

Overnight emails answered, the schedule reconciled, and the few things that need a person flagged.

emails answered · no-shows rebooked · flagged for you
04:30PM

It makes the calls

Lapsed customers get a call or text in your voice; the quiet revenue leaks get worked, daily.

recall calls made → booked · revenue recovered
30-second clips · real agent voice

Hear it for yourself.

A recorded call from each kind of front office — the same voice your callers get. It books the appointment, and it always says it's an AI.

June · Harbor Financial Group
answering for a financial services firm

recorded demo · want a live one?

$1,400

recovered in the demo shift above

demo data — your recap counts real bookings
24/7

on shift — nights, weekends, holidays

<8s

median first response

100%

of its work logged & undoable

No rip-and-replace

Keep your phones. Replace only the busy signal.

You don't swap your phone system or port a number. Your agent slots in behind the lines you already have.

Your number stays your number

No porting, no new hardware. Missed and after-hours calls forward to your agent; the front desk keeps answering the ones it wants.

Your receptionist keeps the desk

The agent takes the overflow, the 2 a.m. calls, and the follow-ups nobody gets to — a coworker for the busy hours, not a replacement for your team.

Live in an afternoon

Point your existing lines at it, finish the interview, and it's on shift. Nothing to install, nothing to unplug.

Common questions

Independent — not unsupervised.

How does the agent know about my financial services firm?

You onboard it like a new hire: a short spoken interview where it learns your services, hours, prices, and policies. Everything it learns lands in a knowledge base you can read and edit — and it only ever answers from what you approved.

Will it say the wrong thing to a customer?

No. It answers only from your approved knowledge; when it isn't sure, it says so and hands off to a human. It always discloses that it's an AI, and it starts every duty in a training period where you approve messages before they send.

Does it replace my front desk?

It extends them. It takes the shifts and follow-ups nobody can get to — nights, weekends, the recalls that pile up — and flags anything that genuinely needs a person. Your team stays in charge; you promote each duty to run on its own only when it's earned it.

How fast can it go live?

Most financial services firms are onboarded in a day. Start free — 100 contacts and 100 messages a month, no card — and upgrade when it's paying for itself.

Pricing

Hire it free. Promote it when it earns its keep.

Junior

$299 /mo
  • 300 conversations · 200 voice min/mo
  • Your first AI hire — the whole agent, sized for a quieter front office.
Hire your agent

Mid

$599 /mo
  • 1,000 conversations · 600 voice min/mo
  • A busy single location — the same agent, with room to carry your whole front office.
Hire your agent

Senior

$1199 /mo
  • 3,000 conversations · 1,800 voice min/mo
  • High volume — maximum capacity and priority support.
Hire your agent
Estimate your return

What would it recover for you?

$5,850recovered a month, estimated

Assuming about a third of the ~65 monthly missed callers book once the agent texts them back within a minute. On the Junior plan ($299/mo) that's roughly 20× its cost.

Rough estimate to size the fit — not a quote. Your numbers will vary.