Intelligent systems for finance
Built for Finance. Powered by AI.
Obsessed with Results.
Floweta designs intelligent AI systems for asset managers, mortgage brokers, and financial service providers — automating client engagement without compromising the precision your industry demands.
Now accepting a limited number of founding clients.
The Problem
Financial Professionals Are Losing Deals to Speed — Not Skill
In financial services, the first response usually wins the client. Everything after that is a formality.
more likely a lead qualifies when contacted within 5 minutes, vs. 30 minutes later
Source: Harvard Business Review, Lead Response Management Study
of financial leads arrive outside standard 9-to-5 business hours
Source: Mortgage industry CRM data
average time it takes most companies to respond to a new online lead
Source: Harvard Business Review audit of 2,241 companies
Every hour of delay is a lead moving to whoever answered first.
The Approach
Three Steps. Zero Missed Leads.
Step 1
Instant Engagement
The moment a lead messages — on WhatsApp, Messenger, or any connected channel — Floweta responds within seconds, 24 hours a day.
Step 2
Intelligent Qualification
The AI asks the right questions in your firm's voice, filtering serious prospects from casual inquiries — while staying within the tone and compliance boundaries your industry requires.
Step 3
Seamless Handoff
Qualified leads are routed straight to you or your team, with full context — ready for a real conversation, not a cold introduction.
What We Build
Systems Built for How Financial Clients Actually Communicate
Multi-Channel AI Chat
WhatsApp, Messenger, Telegram, and web chat, unified.
Smart Lead Qualification
Custom question flows tailored to your service.
Calendar & Meeting Automation
Qualified leads booked directly into your schedule.
Brand Voice Matching
Every conversation sounds like your firm, not a generic bot.
Human Handoff & Escalation
Complex or sensitive conversations route to a real person automatically.
Built with Compliance in Mind
Designed with financial data handling and confidentiality as a first principle.
Why Floweta
Financial Infrastructure Experience, Applied to AI
Floweta is built by a team with hands-on experience architecting financial systems — payment infrastructure, transaction logic, and compliance-first platforms — now applied to conversational AI. We understand financial services isn't just another vertical to automate; it's an industry where trust, accuracy, and tone can't be an afterthought.
Pricing
Engagement-Based Pricing
We work with a limited number of clients at a time to ensure every engagement gets full attention and quality delivery — not a one-size-fits-all package.
Setup
A one-time investment to design and build your system
Ongoing
A monthly retainer covering usage, monitoring, and continuous improvement
Every founding engagement includes a 14-day performance review — if the system isn't delivering qualified leads, we make it right.
FAQ
Questions, Answered
Contact
Stop Losing Leads to Slow Response.
Tell us about your business — we'll get back to you within one business day.