Financial Services

Increase Customer Lifetime Value with World-Class CX

With Airkit, financial institutions deliver personalized customer journeys at remarkable speed. Cross-sell products as customers move into new wealth tiers, connect with customers when they’re ready to meet, and digitize the collection of KYC documents.

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10x
Faster Development
2x
Agent Efficiency
40%
Digital Intake
“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.”
Financial Services Use Cases
New Account Creation
Route warm leads to relationship managers, digitize collection of KYC data and documents, and trigger notifications to collect missing data or on application status.
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Contact Center Operations
Build IVR digital self-service for account changes, vacation notices, freeze requests. Increase outbound connect rates with digital self-service call scheduling and reminders.
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Complex Lending
Simplify mortgage and small business lending by digitizing collection of documents and appraisal fees, push notification status updates, and self-service call scheduling.
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Cross-sell
Trigger product offers to the right person at the right time (i.e., product offers for certain balance thresholds). Increase connect rates to customers when they’re ready with self-service call scheduling.
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Paper Form Digitization
Digitize banking account, credit card, loan, and IRA application forms. Utilize customer data to pre-fill forms and eliminate repetitive data capture.
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Proactive Care
Capture PCI-compliant digital payments. Collect and recover with digital nudges. Provide digital self-service to reset passwords or confirm a wire transfer. Push personalized information on fraud activity or low balance.

Fast-Track Customer Acquisition
KYC Document Collection
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
Speed Up Loan Origination
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
Streamline Contact Center Operations
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
“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
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