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.
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.
Maintain a consistent multi-channel experience for your customers and keep your brand upfront and centre.
Our suite of out-of-the-box functionality lets you quickly deploy a highly engaging, conversational engagement solution to transform your fact find process.
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.
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.
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.