Syndeo for financial services

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

An automated financial services chatbot 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. Our range of automated chatbots are designed specifically to support and complement humans, not to replace them.

We have developed automated chatbots for businesses operating across the financial services industry. All these businesses are achieving real and tangible benefits since deploying an automated chatbot and availing of the Syndeo communication platform.

Top 3 ways mortgage intermediaries are using the Syndeo communication platform

Generate more leads

Businesses are built on conversations. Get started by pro-actively engaging web visitors in a real-time conversation when their interest is piqued, driving an immediate lead or a meeting.

Answer FAQs

Our bot can resolve a large percentage of consumer questions to help guide them through the mortgage process, freeing up time for your staff to focus on higher value tasks.

Improve customer engagement

The average open rate of messages sent via a messaging app is 90%!  Engage customers on the apps they use on a regular basis, including Messenger, SMS and WhatsApp.

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. Customer communications is in our DNA and 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:

Simple pricing. No long term contracts.

STANDARD£150

  • Additional fee for on-boarding and designer training
  • Gets you up and running with Webchat and Messenger
  • FAQ management

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PREMIUM£250

  • Additional fee for on-boarding and designer training
  • Add WhatsApp, SMS and other channels
  • Pre-built & customised FAQ for mortgage intermediaries
  • Custom AI flows to support full automation
  • Ability to integrate to client management solutions

Chat with Sales

Ready to Start?

Get up and running with our platform in days and join the growing number of financial services companies using Syndeo.