Sondu for Financial, mortgage and insurance advisers
Strong fit · Connect + Schedule
Give every advice enquiry a clear, compliant next step.
High-value leads need quick reassurance and a booked conversation, but enquiries often arrive outside office hours. Sondu responds consistently and offers the right appointment. Expected: Faster lead handling and more enquiries reaching a consultation.
Connect organises the enquiry and Schedule offers bookable times for the fact-find, review or advisory consultation. Keep regulated suitability, underwriting and policy administration in the specialist system.
What does Sondu do for financial, mortgage and insurance advisers?
For Financial, mortgage and insurance advisers, the biggest gain comes from keeping the first question, the next action and the team handover together. High-value leads need quick reassurance and a booked conversation, but enquiries often arrive outside office hours. Sondu responds consistently and offers the right appointment. Expected: Faster lead handling and more enquiries reaching a consultation.
Where the day gets messy
The problem is rarely the work itself.
It is everything around the work: the first question, the missing details, the person who is busy, and the appointment or reservation that still has to be arranged.
- 01 · The interruption
The question arrives while somebody is already working.
High-value leads need quick reassurance and a booked conversation, but enquiries often arrive outside office hours. The customer does not know that the adviser is with somebody else, on site or away from the desk. They only know they are waiting.
- 02 · The missing brief
The useful details arrive in fragments.
Before anybody can help, the business may need service area, broad goal, residency, timescale, preferred language and availability. When those sit across messages, screenshots and memory, the same questions get asked twice.
- 03 · The loose ending
The conversation does not become a clear next step.
The goal is the fact-find, review or advisory consultation. Without a direct route there, a helpful reply can still end as another promise to call back later.
A representative customer journey
From first question to a visible next step.
“We want to understand our options before applying. Can we book a first call?”
- Step 01 · connect.Bring the supported messages together
Website chat, email, Instagram and Facebook enter one shared queue. The adviser sees what was asked, who owns it and what has already been said.
- Step 02 · schedule.Offer the correct next step
Create bookable times for the fact-find, review or advisory consultation. The business controls duration, availability, deposits and reminders rather than negotiating every time by hand.
- Step 03 · bothKeep the handover visible
The details needed before the next step stay attached to the customer journey, so the next person does not start from nothing.
Best product mix
Connect + Schedule earns its place here.
The recommendation follows the actual workflow, not the desire to sell the biggest subscription. Product features vary by plan, and specialist operations remain elsewhere.
Sondu Schedule
€29 / month, from
Your diary, finally working for you.
- Branded booking page on your own domain
- Deposits taken at the moment of booking, at every tier
- Email reminders, unlimited. SMS sold as credits, never bundled
- A waiting list that fills a cancellation on its own
Sondu Connect
€45 / month, from
Every message, one inbox, answered.
- Website chat, email, Instagram DMs and Facebook Messenger in one queue
- The assistant drafts in your voice, a human approves every send
- Live translation both ways, so she reads hers and you read yours
- The inbox knows the diary: her next appointment sits beside the conversation
The honest boundary
What Sondu does not replace.
Sondu helps with the front door of the service. Regulated advice, case files and professional decisions remain inside the proper specialist system.
- Expected direction
Faster lead handling and more enquiries reaching a consultation. That is a direction, not a guaranteed percentage. Compare a real period before Sondu with the same measures after it.
- How to measure it
First reply time, unanswered enquiries, clear ownership, duplicate replies and self booking rate. Then additional useful next steps × your real conversion rate × your average value.
- No invented uplift
No 37 percent, no benchmark harvested from a software blog. Just the numbers this business can verify.
Built for financial, mortgage and insurance advisers.
Thirty days free per product, no card at signup, and free migration from whatever you are on now.