SayMaya for financial advisors
Book the intro call with the right advisor
SayMaya is an AI assistant for financial advisor websites. Visitors ask about retirement planning, how you charge or account minimums, and Maya answers from your published services and disclosures, then books an intro call with the right advisor. She never gives investment advice; that stays with your licensed team.
Updated by the SayMaya team
MayaNorthstar Wealth Partners
What do you offer for retirement planning and can we talk Thursday morning?
Here is the next open time: Thu Nov 5, 9am (Discovery call · with Esther Lindqvist · in person). Tap one to book it.
Ask Maya a sample question
Where financial advisors chats get stuck
- Prospects want to know fees and minimums before a call.
- Advisors spend intro calls on basics.
- Compliance needs consistent, approved answers.
What Maya handles
- Explains services, like retirement and estate planning
- Shares fee structure and minimums you publish
- Introduces advisors and their focus
- Books intro calls
- Sends investment and account questions to your team
Anything else goes to your team inbox with the whole conversation, and your team gets an email.
Built for client privacy
- We sign a BAA when your practice needs one.
- Zero-data-retention AI models: chats are never stored by the model provider or used for training.
Set up for you, from $500
Every website plan starts with setup, done by us. Larger catalogs or several sites can cost more; you get the price before you pay.
- 1
We import your listings, menu or services
From your site, a spreadsheet or a feed, so Maya answers with your real inventory.
- 2
We train Maya on your site
Your pages, hours, policies and FAQs, in your tone, with the rules your business needs.
- 3
We brand the widget
Your colors, your name and a greeting that fits, live on your site with one snippet.
Website plans
Compare plans and what countsEssentials
$99/month
- Conversations per month
- 500 conversations / month
- Answered by AI
- 250 answered by AI
- Websites
- 1 website
- Setup
- + $500 one-time setup
Growth
$249/month
- Conversations per month
- 2,000 conversations / month
- Answered by AI
- 1,000 answered by AI
- Websites
- 3 websites
- Setup
- + $500 one-time setup
Scale
$499/month
- Conversations per month
- 6,000 conversations / month
- Answered by AI
- 3,000 answered by AI
- Websites
- 10 websites
- Also included
- Priority support
- Setup
- + $500 one-time setup
Financial advisors questions
Does Maya give investment advice?
No. She answers from your published materials and books calls.
Can we approve her answers?
Yes. You review her sources and rules at setup, and she answers only from them.
Will she show our disclosures?
Yes, with links to the documents you provide.
How much does SayMaya cost for financial advisors?
Website plans start at $99 a month for 500 conversations, 250 answered by AI, on one site. Growth is $249 and Scale is $499. Every plan starts with a one-time setup from $500, where we import your inventory and train Maya on your site.
Will you sign a BAA?
Yes. We sign a BAA when your practice needs one. Tell us during setup and we sign it before Maya goes live on your site.
Is client data used to train AI?
No. Maya runs on zero-data-retention AI models: chats are never stored by the model provider or used for training. Confidential matters go to your team, not the AI.
Also in professional services and nearby
Put Maya on your financial advisors website
From $99/mo + $500 setup. We import your inventory, train Maya on your site and brand the chat. You approve it before it goes live.
