Financial Services

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
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Our first app probably would have taken our team at least a couple months to build on our own. With Airkit, we did it in 3 weeks.

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Financial Services Use Cases

New Account Creation
Route warm leads to relationship managers, digitize appointment scheduling, or streamline onboarding with digital collection of KYC documents.
Contact Center Operations
Provide digital self-service or channel swapping for account changes, vacation notices, and freeze requests.
Mortgage and Small Business Lending
Digitize loan origination, administration, and collection with digital intake, self- service, and omnichannel delivery.
Paper Form Digitization
Go paperless with digital journeys built to initiate new account creation for banking, credit cards, mortgages, loans, IRA, and more.
Cross‑sell Wealth Services
Trigger new product offers as customers hit higher balance thresholds with mobile opt-in.
Proactive Account Servicing
Alert customers of fraud activity, low balance, or overdue collections with omnichannel delivery.

Lead Routing and 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 and 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
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We use Airkit to provide faster service to clients, deflecting 9 out of 10 calls with digital self-service while accelerating our sales cycle.

Jesse Ebner|Vice President

Increase Customer Lifetime Value

Cross-Sell

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 and Mobile Opt-in
  • Conversational Flow Builder
  • Omnichannel Notifications
  • API Integrations with Core Systems

Featured Resources

2021 CX Trends Report

Learn how leading brands are meeting evolving customer expectations.

Leveling Up CX in Financial Services

Now more than ever, financial institutions have to move beyond the limits of their legacy systems so they can rise to the expectations of their customers.

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