Digital experiences for financial services
Customer onboarding. KYC collection. Loan origination. Paper form digitization. Payment collection. Lead routing. Client scheduling. Omnichannel service.
Rapidly build secure customer applications to underwrite loans, empower clients with digital self‑service, and drive cross‑sell as customers cross account thresholds.
- 2x sales and operational efficiency for underwriting, onboarding, customer support, payments, and transactions
- Integrate with and extend core banking systems
- Rapid front-end development for omnichannel delivery
Financial services use cases
Lead routing + appointment scheduling
- 2x sales efficiency by connecting warm leads to account managers
- 40x faster time to market with a white-glove experience for bankers and clients
- Embed into existing digital properties, such as web and mobile apps or chat flows
Fast-track customer acquisition
Digitize collection of proof of identification and address documents. Trigger omnichannel notifications to collect missing data. Reassure customer with push notifications on processing status.
Components commonly used
- Digital form (document or media upload)
- Conversational flow builder
- Built-in TCPA compliance
- API integrations with core systems
IVR deflection
With IVR deflection, financial institutions accelerate customer care while increasing agent efficiency. Provide self‑service digital journeys, such as guiding customers to a form or URL via SMS. Get faster issue resolutions for account changes, vacation notices, and freeze requests.
Components commonly used
- IVR flow
- Built-in TCPA compliance + mobile opt-in
- Digital form
- Chat bot
- Omnichannel notifications
- API integrations with core systems
Complex lending
Delight your customers with fast, transparent loan purchasing while lowering costs. Digitize forms, utilize mobile collection of documents and appraisal fees, push notification status updates, and provide self‑service call scheduling.
Components commonly used
- Digital form (document or media upload)
- Conversational flow builder
- Omnichannel notifications
- Automated call scheduling
- API integrations with core systems
Using Airkit as our system of action, we have seen our average time from invite to appointment scheduled drop from 3.5 days to just one day with 79% completing their scheduling same-day! Incredible to see the positive business impact and improved customer outcomes that we’re able to design, build, and deploy with Airkit.
Cross-sell
Increase customer lifetime value
Trigger product offers to the right person at the right time. Offer new products as a customer moves up wealth tiers. Increase connect rates to customers when they’re ready with self‑service call scheduling.
Components commonly used
- IVR flow
- Built-in TCPA compliance + mobile opt-in
- Conversational flow builder
- Omnichannel notifications
- API integrations with core systems
