Sayble for financial advisors on client calls.
Prospect meetings, fee conversations and the calls after a bad market week all depend on calm, precise answers. Here is how a live copilot helps and what it must never do.
One full 5-minute live session free, no card. Mac & Windows.
Last updated
The short answer
Sayble is a real-time AI copilot that listens to a client or prospect call on your computer and shows a short suggested line to say next, based on your firm's approved materials, fee schedule and FAQs that you upload. When the call ends it writes a recap and a follow-up email. It does not give investment advice, make recommendations or replace your firm's compliance review.
Moments where the next sentence matters
Fee questions
What gets said: A prospect asks why your fee is higher than a robo-advisor.
What a suggested line might look like: Fair question. Here is what the fee covers in our process, from planning to tax coordination, so you can compare the service and not only the number.
After a market drop
What gets said: A worried client asks whether to sell.
What a suggested line might look like: I hear you. Before we change anything, let's look at your plan and the time horizon we set together, then decide.
Prospect meetings
What gets said: A prospect asks how you work with clients like them.
What a suggested line might look like: For clients in your situation we start with a planning meeting, then a written plan, then quarterly reviews. I will send you the outline after this call.
How it works on a real call
- Before the call, upload your own material into a Mode: scripts, price sheets, FAQs, checklists, policies, PDFs or CSVs.
- Start Sayble, then the call. It listens through your computer; no bot joins the meeting.
- When the other person asks something or pushes back, a short suggested line appears with a backup, based on your material. You say it in your own words, or not at all.
- When the call ends you get a recap and a drafted follow-up email, and you can ask questions across your past calls.
Limits to know about
- No investment advice from the tool. Suggestions come from your own approved materials. Every recommendation is yours and goes through your firm's compliance process.
- Recordkeeping rules. Sayble is not an archiving or supervision system. Check your firm's communication and recordkeeping policy before using any AI assistant on client calls.
- Recording and consent rules vary by state and country, and some require every party to agree. Tell people you use an AI assistant wherever the law, your company or the setting requires it.
- AI can be wrong. Treat each suggestion as a prompt, check facts against your own documents, and decide what to say yourself.
- No CRM sync today, and no SOC 2, ISO or HIPAA certification yet (stated on the trust page).
- Desktop only: Mac and Windows. No phone app today.
What Sayble costs
Download Sayble free and run one full 5-minute live session, no card needed. Sayble Pro is $39.99/month. The founder rate is $24.99/month for your first 12 months (first 1,000 subscribers), then $39.99/month. You're charged when you subscribe (there's no card-on-file trial), and you can cancel anytime from your account. Sayble Teams is $29.99 per seat per month (minimum 3 seats): the owner sees every team call's recap, transcript and AI grade, gets a coaching page per person and shared team Modes. Details on the pricing page.
Frequently asked questions
Can financial advisors use an AI assistant on client calls?
Many firms allow assistants for notes and preparation but have rules for client communications. Ask your compliance team first. Sayble suggests lines from your approved materials and writes recaps; it does not give advice.
Does it make investment recommendations?
No. It suggests wording based on the materials you upload. Recommendations stay with you.
Can it write the meeting recap?
Yes. When the call ends it writes a recap and a drafted follow-up email from the real transcript.
Does a bot join the client meeting?
No. Sayble runs on your computer and no bot joins the meeting.
Keep reading
Try it on your next real call.
Download Sayble, start a session before the call, and see what it suggests while the other person is still talking. The first 5 minutes are free — no card.