Where financial enquiries slow down
People looking for financial services usually have questions before they're ready to submit an application. Those first conversations need to be handled well.
Customers want clarity before they commit
Eligibility, loan amounts, interest rates, documents and process details can create a long list of questions. Delayed answers can make the decision harder.
Teams spend too much time on repetitive enquiries
The same questions come in every day. When staff have to answer each one manually, valuable time goes into information that could be handled automatically.
Good prospects need more than one interaction
A customer may enquire today, compare options and return later. Without an organised conversation history and follow-up process, it's easy to lose track of where they are.
Give your finance team a better way to handle enquiries.
Converse360 helps financial businesses automate the first layer of communication while keeping more complex conversations with the right people.
- Bring customer conversations from supported channels into one workspace
- Let AI handle configured questions around products, eligibility and processes
- Collect relevant enquiry details before handing conversations to your team
- Keep conversations organised so follow-ups don't depend on scattered notes
From enquiry to application.
A customer wants to know more
They discover a financial product through an advertisement, social media, your website or a direct message and begin asking questions.
AI provides the first answers
The AI agent can respond using the information you've configured around eligibility, products, documentation, processes and other general enquiries.
The enquiry becomes clearer
As the conversation develops, relevant customer information can be captured so your team has a better understanding of what the person is looking for.
The right person takes over
When the conversation requires financial guidance, verification or human assistance, your team can step in with the context already available.
Questions finance teams ask
Still unsure? Book a demo and we'll walk you through it.
Can the AI answer questions about our financial products?+
Yes. You can provide the information and instructions the AI should use for configured enquiries around products, eligibility, documents and processes.
Can we collect information before our team takes over?+
Yes. You can design conversation flows to gather relevant details before routing the enquiry to your team.
Can customers reach us through WhatsApp and our website?+
Yes. Supported conversations from channels such as WhatsApp, Instagram and your website can be managed through one unified inbox.
Can our team take over an AI conversation?+
Yes. Your team can step in whenever an enquiry requires personal assistance, with the existing conversation available for context.
See how Converse360 can work for your finance business.
Bring us a real customer enquiry. We'll show you how Converse360 can handle the initial questions, organise the conversation and help your team focus on enquiries that need their attention.