Answer enquiries without giving advice.
Explain your products and processes, capture enquiries and book calls with your advisers. Guardrails keep the agent from giving financial advice.
- Product information only
- Enquiries saved
- Advisers for anything personal
WhatsAppWebsiteProcess questions your team answers every day.
What documents do I need?How long does approval take?Can I speak to an adviser?Can I speak to an adviser?How long does approval take?What documents do I need?What your agent handles.
Information and next steps, not advice. Select a capability to view an illustrative demonstration.
Make application information easier to find.
Explain products and processes
Eligibility, documents and timelines from your own information.
- Information
- Document checklist
- Review
- Handled by your team
Your AI agentThey share your product information and your advisers’ calendars.
One enquiry, from first question to adviser call.
Here is what your enquiries look like with an agent answering at every step.
Explain the process.
Eligibility, documents and timelines come from your information.
How long does approval take?
Approval usually takes 5 to 7 working days.
Contact details and the product of interest are saved.
- Explain products and processes
- Capture enquiries
- Book adviser calls
Connect your calendar and CRM.
Google Calendar
Outlook Calendar
HubSpotGood to know
- Set the guardrail “never give financial advice” on your agent’s persona.
- Check your regulator’s rules before collecting financial details in chat.
Will the agent give financial advice?
Not if you set the guardrail. Advice questions can be passed to your advisers.
See Steps AI for financial services with your own business in mind.
Book a demo and we will walk through it using your own information and channels.