Financial advisors & family offices
Wealth and planning calls are high-trust and highly regulated. Sowa follows disclosures you approve, captures intent and callback windows, and routes messages to the right licensed advisor—without giving portfolio advice on the line.
Why Sowa fits your industry
Prospects compare firms fast—missed rings feel like missed trust. Sowa answers with compliant, pre-approved language, captures assets-under-management intent at a high level, and books callbacks for licensed advisors—never dispensing advice on the call.
Why teams choose Sowa
- 24/7 AI answering in English & French where you need it
- Instant SMS follow-up with booking or next steps
- Call summaries and alerts in your dashboard
- Flat CAD pricing — train Sowa from your website or Google profile
Ring to booked in seconds.
Forward your line
Send calls to Sowa when you're busy or after hours. Keep your existing number.
Sowa answers like you
Trained on your services, hours, and pricing — professional, never robotic. English and French.
You get the booked lead
Transcript, summary, and SMS follow-up sent automatically. You just close.
Stop losing jobs to missed calls.
Set up in minutes. Sowa answers today.