Know What to Say. Before You Have to Think.
Instivas listens to your prospecting calls in real time and surfaces the right compliant response the instant an objection or buying signal appears — so you stay confident, stay on script, and book more appointments.
"I appreciate the call, but honestly I already have a financial advisor I'm happy with."
"That's great to hear — most of my best clients said the same thing before we met..."
"That's actually a great sign — it means you take your financial future seriously. Many of my clients had advisors they trusted before we met. What I offer is a second perspective on your current strategy. Would 15 minutes be worth it to see if there's anything being left on the table?"
Appointment rate
+34% this month
Real-time
in-call coaching — not after-the-fact analysis
Compliant
firm-approved language, not open-ended AI
Years 0–5
built for advisors actively building their book
How it works
One glance. The right words. Every call.
Instivas listens
Connect Instivas to your prospecting call. It processes the conversation in real time — no recording, no transcript stored by default.
AI detects the moment
The moment an objection, buying signal, or compliance-sensitive question surfaces, Instivas recognizes it instantly.
Your playbook responds
The right pre-approved, compliant response from your firm's own playbook appears on screen — one glance, no hesitation.
Capabilities
Built for the regulated world of financial advising.
Real-time decision support
Most call coaching tools analyze recordings after the fact. Instivas works during the call — surfacing the right response before the silence gets awkward. It's the difference between a coach in your ear and a report on your desk the next morning.
Success rate per objection type
Approved-language architecture
Instivas doesn't generate open-ended AI responses. It detects intent and retrieves pre-approved, compliant language from your firm's own playbook. That means no compliance risk from AI improvisation — just the language your firm already trusts.
Booking script
Avg. time to appointment
6.4 min
Practice Mode
Before your next call, rehearse with an AI-prospect that throws real objections at you. Practice Mode simulates the toughest conversations so the live version feels familiar — not frightening.
Confidence score
82 / 100
Calls this week
24
Why it matters
The instincts veterans have. Available on day one.
Years 0–5
the window where most advisors struggle most with objection handling and quit
FINRA
member firm compliance built into every response
1 glance
is all it takes to know what to say next
No recording
privacy-first design — conversations aren't stored by default
Stop winging it. Start winning.
Get real-time AI coaching on your next prospecting call. Join the waitlist and be first to access Instivas when we launch.
Free during beta. No credit card required.