Thousands of calls.
Zero agents needed.
- Payment reminders
- 24/7 customer service
- Lead activation
Sono's AI phone assistant for finance and insurance is a secure voice agent that handles customer service, claims intake, and payment reminder calls in multiple languages, 24 hours a day — with every conversation recorded and transcribed for compliance.
More revenue,
less effort
Three ways Sono pays for itself from day one — collecting late payments, answering clients around the clock, and activating your open leads.
Payment reminders
Sono calls overdue accounts on your schedule, follows your approved script, and collects payment directly — by card, bank link, or instalment plan.
24/7 customer service
Always-on phone support for status checks, document requests, and routine questions. No voicemail, no hold music, no missed calls — at any hour.
Lead activation
Sono follows up on open quotes and warm leads — reminds prospects, answers their questions, and books them in with the right adviser when they're ready.
Try Sono now
Hear Sono for yourself.
In seconds.
Drop your number and Sono will call you back right now. No form-filling, no scheduling — just a real conversation with the assistant.
Sono is calling you shortly.
Keep your phone close — you'll receive a call from Sono in the next minute or two. Answer it and have a real conversation with the assistant.
Thanks — we'll be in touch.
Our team will reach out shortly to arrange your live demo. Keep your phone close — we'll call you soon.
How Sono helps
Sono handles client calls
so advisers can advise
Trained on your products, processes, and compliance requirements. Every call is answered, handled, and logged automatically.
Payment reminders
Recovers overdue payments — automatically
Sono calls overdue accounts on your schedule, follows your approved script word-for-word, and collects payment directly — by card, bank link, or instalment plan.
- —Outbound calls on your approved schedule and script
- —Secure payment by card, bank link, or instalment plan
- —Every consent captured, every call logged
24/7 customer service
Always answers — day, night, and overflow
Policy status, document requests, appointment changes — Sono handles them around the clock and routes anything complex to the right adviser.
- —Policy status, coverage questions, and payment enquiries
- —Document request logging and follow-up
- —Hand-off to the right adviser when needed
Lead activation
Turns open quotes into customers
Sono follows up on open quotes and warm leads — reminds prospects, answers their questions, and books a meeting with an adviser when they're ready.
- —Outbound follow-ups on quotes nearing expiry
- —Answers product questions and clarifies pricing
- —Books a meeting with the right adviser
Use cases
What Sono does
for your firm
The specific tasks Sono handles for financial services teams.
Setup
Up and running in under an hour
Connect
We integrate Sono with your CRM, appointment system, and telephony. Typically under an hour.
Configure
We train Sono on your products, compliance requirements, and adviser availability.
Go live
Sono handles client calls. Every interaction logged and visible in your compliance dashboard.
FAQ
Common questions
from financial firms
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
See Sono in
your firm
We'll walk you through exactly how Sono handles client enquiries, appointment booking, and compliance logging — in a 30-minute demo.
Book a Demo
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