AI LEAD INTAKE FOR FINANCIAL PLANNERS
Every prospect, understood before the first call.
Bowr sits on your practice website and conducts intelligent intake conversations 24/7, capturing goals, life stage, super and investment context, and sending you a structured brief the moment the conversation ends.
The problem
Financial planners lose potential clients to slow response and cold calls.
High-intent enquiries go unanswered for days
Someone has a life event - inheritance, redundancy, divorce, approaching retirement, and searches for a planner at their moment of peak motivation. Your contact form collects their name. They move on.
You call back with no context
Name, email, 'interested in financial planning.' You spend the first 10 minutes of every intake call just figuring out who they are and why they reached out. It's inefficient and it feels cold to the client.
Compliance risk from unqualified conversations
A general enquiry can quickly become a specific advice conversation if your intake isn't structured. Bowr keeps the intake focused on information gathering, never advice - protecting your licence.
Life event enquiries are time-sensitive
Someone who's just received an inheritance or been made redundant has a narrow window of motivation. If you don't respond within hours, they either go elsewhere or the urgency passes and they never engage.
How Bowr Works
A conversation that qualifies, not interrogates.
Visitor starts a conversation
Bowr introduces itself as your intake assistant — not a chatbot. It greets the visitor warmly, in your brand's tone and voice.
AI infers the enquiry type
Within the first response, Bowr understands what the visitor needs and asks intelligent follow-up questions scoped to your services.
Enquiry is qualified and scored
Bowr scores urgency, fit, and lead temperature. Out-of-scope enquiries are redirected gracefully. Only the right ones progress.
Brief sent to your phone instantly
The moment the conversation ends, you receive an SMS and email — who they are, what they need, urgency, and a recommended action.
Built for FINANCIAL PLANNERS
Bowr knows what it won't do.
For financial planners, this matters. Bowr is designed around intake, not financial advice. It will never recommend products, discuss returns, or advise on strategy. That protects your AFSL and builds client trust.
Never gives financial advice
Bowr is trained for intake only — it won't discuss investment strategies, recommend products, comment on super performance, or provide any guidance that constitutes financial advice. All substantive questions are redirected to the consultation.
Stays within your licensing scope
You define your advice areas and client types during onboarding. Bowr only qualifies enquiries that match. Out-of-scope requests are handled professionally and redirected.
Handles sensitive life events with care
Financial enquiries often follow life events — divorce, death, redundancy, windfall. Bowr responds with empathy and professionalism, never making someone feel interrogated.
Always moves toward the next step
Every conversation ends with the visitor knowing exactly what happens next. No dead ends, no ambiguity.
The cost of doing nothing
Your website attracts enquiries.
Your intake process loses them.
The bowr comparison
You’ve tried the rest.
Now try the best.
The intake brief
Know their goal and situation before you dial.
Every completed intake generates a full structured brief, delivered to your phone and inbox the moment the conversation ends. No more calling back blind.
Client name, phone, email— captured during intake
Life stage & goal— retirement, investment, protection, estate
Current situation— super balance range, existing advice, trigger event
Timeline & urgency— how pressing is the need?
Lead temperature & score— hot, warm, or cool
Recommended action— AI's suggested next step
Full transcript— every message saved and searchable
Pricing
One AI intake agent.
Every client understood before the first call
One AI intake agent on your website. Qualified leads in your inbox before you call. No lock-in.
30-day free trial · No credit card required · Cancel any time
FAQS
Questions about Bowr for financial planners
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Never. Bowr is an intake agent, not a financial adviser. It will not recommend investment products, discuss returns, advise on asset allocation, or make any statement that constitutes financial advice under the Corporations Act. That remains with you and your AFSL. Bowr captures goals, life stage, and context so you can walk into the first call prepared.
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Yes. The financial planning intake has a dedicated SMSF pathway that asks about existing fund status, trustee structure, and what the visitor is looking to achieve, whether that is establishing a new fund, rolling over existing super, or reviewing their current SMSF strategy. It captures the relevant context without crossing into SMSF advice territory.
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Yes. Life event detection is built into the financial planning intake. Bowr listens for mentions of retirement, redundancy, inheritance, business sale, divorce, or the death of a partner — and elevates the urgency score accordingly. These are high-value, time-sensitive enquiries and the brief will flag them clearly.
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The intake captures service interest early — super, investment, insurance, retirement planning, estate planning, or a combination. Visitors who mention both investment and insurance needs are flagged accordingly in the brief so you can prepare for a broader conversation rather than a single-focus initial meeting.
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Yes. Bowr is built specifically to stay on the intake side of the regulatory line. It does not provide general or personal advice. It does not make any product or strategy recommendations. It gathers context and qualifies fit. Everything that requires your AFSL happens after the brief, in the conversation with you.