Why?
Documents = Sales
New business leads in the personal finance sector inevitably need to submit documents to advance their applications successfully. Are you losing potential sales due to an inefficient document collection process?
24/7 AI Advisor
We carefully model our AI, Alex, to perform like your best advisor. Alex then contacts each lead via SMS/WhatsApp, re-engaging and nurturing them to deliver their documents, inside and outside of business hours.
Free Up Resources
How much time does your team spend chasing down documents from prospects? With automation, your team can focus on closing deals. More efficient teams close more deals and generate more business.