Industry — Finance & Insurance
Sono answers every client call for your firm 24/7 — handling routine enquiries, booking appointments, and routing to the right adviser while ensuring every interaction is logged.
Trusted by financial services firms
Every firm loses clients and revenue to unanswered calls. Here's exactly what's happening.
A client calls during a meeting to check their policy status. They reach voicemail, feel undervalued, and start thinking about switching providers.
40% of inbound calls are status checks, document requests, and appointment bookings — none of them need a qualified adviser, but they eat their day.
Regulators expect prompt, documented responses. An unanswered call with no log is both a service failure and a potential compliance issue.
How Sono helps
Trained on your products, processes, and compliance requirements. Every call is answered, handled, and logged automatically.
Client Enquiries
Sono resolves the calls that don't need an adviser — freeing your team to focus on complex cases and client relationships.
Appointment Booking
Clients get a confirmed slot without waiting on hold. Advisers arrive prepared, with a pre-meeting note already in their calendar.
Compliance Logging
A complete audit trail for every interaction — no manual logging, no gaps in your records.
Use cases
The specific tasks Sono handles for financial services teams.
Setup
We integrate Sono with your CRM, appointment system, and telephony. Typically under an hour.
We train Sono on your products, compliance requirements, and adviser availability.
Sono handles client calls. Every interaction logged and visible in your compliance dashboard.
FAQ
Sono is trained not to collect regulated financial data such as account numbers or passwords. It handles non-sensitive queries and routes complex or regulated interactions to a human adviser.
Yes. Sono integrates with most major telephony and CRM platforms. We configure the integration during onboarding.
Sono's recording and storage practices are designed to comply with GDPR. We provide a data processing agreement as standard.
Yes. Sono supports multiple languages and can be configured to greet callers in the appropriate language automatically.
You approve all scripts and knowledge base content before go-live. We test extensively with your team to ensure Sono represents your firm accurately.
Get started
We'll walk you through exactly how Sono handles client enquiries, appointment booking, and compliance logging — in a 30-minute demo.
Book a Demo