AI front office for Financial Advisory Firms
Turn more incoming calls into booked work.
Sockly is designed to answer, transact, and remember for financial advisory firms—with the business's real rules, calendar, escalation path, and customer history.
Pre-launch status: provider-backed production verification is still pending.
Configured around your operation
A receptionist answers. A front office gets the work done.
The workflow starts with calls, then carries the customer context through scheduling, messaging, escalation, and the team's follow-up queue.
Handle the call
Use the business greeting, hours, services, routing rules, and after-hours policy.
Capture the right intake
Ask the questions the business configures and preserve the answers for the team.
Act on the calendar
Book, reschedule, or cancel against a connected Google or Microsoft calendar.
Follow up by text
Send configured confirmations, reminders, and missed-call recovery messages.
Remember the relationship
Keep calls, messages, appointments, outcomes, and payment events tied to the contact.
Map Sockly to your real front-office workflow.
Bring the call types, intake questions, handoff rules, hours, and booking constraints your team uses today.
Start with the audit