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Digital Sales Agent

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Unlocks 24/7 mortgage sales with unrivaled compliance and conversion

Our Sales Agent automates customer interactions for mortgage inquiries and pre-approvals. Trained on 1,000 pages of mortgage rules, it answers complex questions with 99%+ accuracy, provides clear explanations, and seamlessly guides applicants through bank processes and scoring logic.
For the bank it offers a detailed overview of each conversation, identifying common pain points. Its exceptionally strong guardrailing system eliminates PR and regulatory risks. 

Higher

upsell rates through GenAI assistant

24/7

customer support

Simplified

complex product conditions 

Let's connect!

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    Retail Lending / Banking
    Commercial Lending / Banking
    Wealth Management / Investment
    Insurance
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