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Email: joseph@hatch-ai.com

Phone: +44 (0)7789 686291

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© 2019 by Hatch AI

transform

customer

engagement

CLIENT APP

Transform your customers' experience, give them more control and speed up the fact find process by with our white label app.  Remove the drag of laborious form-filling by drawing in customers with our unique blend of AI-driven conversational engagement and interactive user interface complete with data visualisations and intuitive controls.

 

Automatically recommend the right advice channels to customers and allow them to connect via VC, book and manage meetings with your advisers from the convenience of their own mobile device.

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Customer downloads app or accesses the web app by opening a URL on their mobile device

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App captures information through web forms, conversational AI and interactive visualisations creating a unique engagement tool

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Robo-conversations can uncover more detailed information such as the customer's financial goals

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Advice channel (robo-advice, virtual, face-to-face) recommendation based on the customer's needs

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Customer can simply book a meeting through the app in a couple of clicks or connect straight to an adviser via the app

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Between meetings, the customer can receive automated alerts, reminders and updates

NATIVE & WEB APP

Plug-in fact find capabilities into your existing native app or remove the friction of app download completely using our web-app option.  We give you the flexibility to choose what works best for your customers and advice operations.

WHITE-LABELLED

Maintain a consistent multi-channel experience for your customers and keep your brand upfront and centre.

OUT-OF-THE-BOX FUNCTIONALITY

Our suite of out-of-the-box functionality lets you quickly deploy a highly engaging, conversational engagement solution to transform your fact find process.

INFORMATION CAPTURE

Let customers easily provide information, when it suits them, through a highly engaging robo-conversation interface.  Remove the drag of capturing this information from your advisers freeing them up to focus on higher value activities.

ADVICE CHANNEL ALLOCATION

Streamline the journey from fact-find to advice by automatically allocating customers to appropriate advice channels based on the information they've provided in-app.

SELF-SERVICE BOOKING

Give your customers more control by allowing them to book their own meetings.  In a couple of clicks, let them choose a date and time that suits them for either a VC or face-to-face meeting.

CRM INTEGRATION

Reduce your advisers’ workload by automatically syncing fact find information with your CRM system through integration with our platform.

UPDATES & ALERTS

Increase customer touch points and provide a better service with automatic in-app updates and alerts.