Faira for financial services
Answer every client enquiry, compliantly
Faira answers policy, lending, account and appointment enquiries 24/7 across phone, WhatsApp, chat and email, captures the detail an adviser needs and books the consultation, while regulated advice always stays with your people.
10.000+ Customers
Built for
The financial businesses Faira helps
Insurance brokers
Collects risk details and documents before the adviser calls.
Mortgage brokers
Qualifies deposit, income and timeline, then books the appointment.
Financial advisers
Answers factual questions and hands advice to a qualified person.
Wealth managers
Screens enquiries against minimums before partner time is used.
Lenders
Handles eligibility and status questions with a full audit trail.
Accountants
Chases records and receipts, then books the onboarding call.
Tax advisers
Absorbs deadline season volume and triages by case type.
Commercial finance
Captures asset, amount and term, then routes to the right desk.
3x
More consultations booked
Every enquiry is answered within seconds and offered a live slot with the right adviser.
71%
Fewer routine questions to advisers
Documents, timelines, eligibility basics and status updates handled automatically.
100%
Conversations logged
Every interaction is transcribed, summarised and stored with a full audit trail.
From enquiry to advice
Turn every enquiry into a qualified consultationapplicationclientconsultation
Clients ask about rates, cover and paperwork at all hours. Faira answers the routine questions accurately, collects the facts your adviser needs, and books the meeting, without ever giving regulated advice.
Answer from approved sources only
Faira replies using your approved documents, product pages and policy wording, and says it will check with a human when something falls outside them.
Collect documents before the meeting
ID, payslips, statements and proof of address requested, chased and attached to the case so the first meeting is productive.
Book advisers by specialism
Mortgage, protection, commercial or claims enquiries routed to the right adviser with live diary availability.
Consent and disclosure captured
Marketing consent, data permissions and required disclosures recorded in conversation with a timestamped record.
Human handover on regulated topics
Anything that needs advice, suitability or a decision is escalated immediately with the full transcript attached.
End to end
How Faira supports the whole client journey
One inbox for every channel
Calls, WhatsApp, live chat, email and web forms in a single queue with one history per client.
Trained on your product set
Criteria, timelines, fees and process questions answered consistently, day and night.
Connected to your CRM
Cases, notes and next actions written back into the systems your team already uses.
Qualified before handover
Circumstances, amounts, timings and intent confirmed so advisers spend time on real opportunities.
Security and audit built in
EU hosted infrastructure, encryption in transit, role based access, single sign on and complete audit trails.
Follow ups that close
Quiet quotes, incomplete applications and renewal dates chased automatically.
Reporting your compliance team likes
Response times, outcomes, sources and transcripts available on demand.
Over 100 languages
Serve clients in their own language across voice and messaging.
Calm at peak
Rate changes and renewal windows handled in parallel without a backlog.
- Answered in seconds, not voicemail
- Handover with full context attached
- 99.99% uptime
CONNECT
Get started in 10mins
Anyone can get Faira up and running, no coding skills required.
Create your AI receptionist
Select voice, language, and a welcome message. Your agent is ready in seconds.
Define in-call behaviour
Set call handling, transfer rules, and how you want transcripts and summaries delivered.
Let the AI take your calls
Link Faira to your existing number or a new line. It answers every call instantly.
Pricing
Simple pricing, 14 days free
Faira knows your services, your area, and your customers. Always learning, always improving.
Try it in 5mins
Plan includes
- 25 AI conversations a month
- 5 AI voice minutes
- 100 active contacts
- 1 simultaneous call
- Web chat
Pro
Plan includes
- 250 AI conversations a month
- 50 AI voice minutes
- 1,000 active contacts
- 1 simultaneous call
- 1 phone number
Business
Plan includes
- 1,000 AI conversations a month
- 250 AI voice minutes
- 2,500 active contacts
- 2 simultaneous calls
- 1 phone number
Enterprise
Plan includes
- Custom AI conversations allowance
- Custom AI voice minutes allowance
- Custom contacts allowance
- Custom simultaneous calls
- Custom phone numbers
FAQ
Questions?
We've got answers
Stay on top of revenue opportunity
Go live in 10 minutes. No technical setup required.