Nova answers your financial-services calls.
Every prospect answered, every client routed.
Nova answers inbound calls for your practice 24/7 — qualifies prospective clients by assets and need, books discovery and review meetings, and routes existing clients to their advisor. Wealth management, lending, financial planning — scripted, on-brand, and always available.
What Nova does for financial services
- ✓Prospect qualification by assets, goals, and product fit
- ✓Discovery + portfolio-review meeting booking
- ✓Existing-client routing to their advisor or paraplanner
- ✓After-hours message capture with urgency flagging
- ✓Bilingual EN + ES client support
Built by humans. Tuned weekly.
S.A.G.E. stands for Synchronized Agentic Generative Engine — our proprietary stack. The engine is AI. The standard is human. Every week our team reviews flagged calls, tightens prompts, and ships improvements to your Nova. You get a receptionist that gets sharper, not staler.
A human builds your Nova from your site + services + tone — not a self-serve form.
We review every flagged call. Every. Week. Nova learns the patterns your customers actually call about.
Nova knows when to pass a call to a human and instantly route it to you or your team — no robotic dead-ends.
Nova works in your industry too
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