Let Libby handle your client communications
With Libby on your team, you’ll have more time to grow your financial services firm. Libby works 24/7, quickly responding to every call and email.
Impress your clients
Libby can do it all – from scheduling appointments, transferring calls and managing new client intake – using natural language and orchestrated workflows so clients never have to wait
Increase assets under management (AUM)
You no longer have to be limited by the time constraints of your team. Libby works around the clock to serve more clients so you can increase assets under management.
Offer 24/7 service
Libby works after hours, and on weekends and holidays so your firm is ready to respond professionally and proficiently whenever your clients reach out.
Quickly respond to website inquiries
Respond to every website inquiry in less than two minutes so interested prospective clients never slip through the cracks.
Integrate with your systems
Libby is more than just a smooth talker. Our platform integrates with most other programs, enabling you to orchestrate efficient, effective workflows.
Customize Libby to work for you
Tell Libby exactly how to manage your clients’ most common questions and requests. You can fully customize every aspect of Libby's performance.
Grow and thrive with Libby
Libby works for financial service firms of all sizes
Whether you have a large firm or a boutique operation, Libby can free your time and your budget, so you can focus on serving your clients and growing your business.
