Increase lead generation, deliver better customer experience and drive efficiency
In today’s hyper-connected world consumers, particularly millennials expect instant responses from businesses. Syndeo’s digital messaging platform and Artificial Intelligence (AI) chatbot technology is helping businesses across the financial services industry to increase conversions and offer consumers quick access to their services and expert advice services.
Turn website visitors into conversations that convert
Our AI and digital messaging platform acts like an intelligent digital assistant, enabling businesses to generate leads, increase conversions, answer Frequently Asked Questions (FAQs), provide support and give those who want to self-serve the ability to do so 24/7. Using a digital assistant powered by AI helps automate routine and repetitive requests, reducing call handling and freeing up customer service agents to deal with more complex customer issues, driving efficiency and cutting costs for your business. Syndeo’s AI and digital messaging platform is designed specifically to support and complement humans, not to replace them.
We work with a wide range of businesses operating across the financial services industry and all of these businesses are achieving real and tangible benefits since deploying the Syndeo AI and digital messaging platform.

At the Mortgage Shop, we are always thinking about how we can use technology to generate more leads and win more clients.
As clients increasingly want to connect with us digitally rather than over the phone or email, it became evident that we could benefit from a digital assistant powered by Syndeo, a 24/7 service that is able to connect and quality potential clients when interest is piqued.
Top 3 ways mortgage intermediaries are using the Syndeo communication platform
How we can help you
We work with financial services organisations of all sizes from the world’s largest provider of credit card services to small and medium sized enterprises. We have trusted consultants with many years experience of customer communications and how to reach your customers over the many established and emerging digital channels. We are empowering all types of businesses who are looking for the opportunity to communicate and sell to their customers in new and exciting ways.
Here’s what some of our customers have to say about us:
From the initial engagement, Syndeo’s experience and capability was clear and the relationship built from there. Their leadership and expertise have been essential in guiding us with the global migration.

Jamie VP at
We have seen a significant improvement in the quality of leads generated through the Syndeo platform when compared to what we had previously seen with our outsourced live chat provider. We are now engaging customers who are much further advanced in their mortgage journey. Not only this, but the business case is a ‘no-brainer’.

Nicola Schutrups
By using the Syndeo messaging apps and having a digital conversation, it makes connecting with customers about a payment much easier. We consider it to be the friendly face of debt management and it yields great results.

Chris Barrett
Simple pricing. No long term contracts.
Ready to Start?
Get up and running with our platform in days and join the growing number of financial services companies using Syndeo.