Let the applicant do the work

Empower your applicants with an intuitive, guided chat experience that makes onboarding simple and stress-free. Our self-service chat walks them through the process step by step. Without extra effort from your team, every application will be submitted complete and accurate.

Why Self-Service Chats, change the game

Applicants want simplicity. You want efficiency. Our chat feature delivers both by turning complex forms into a conversational flow that feels natural and personal.

Feels intuitive and personal
A chat interface that mimics real conversation.
One question at a time
Reduces overwhelm and builds confidence: “I can do this.”
Dynamic question flow
Only relevant questions are shown; unnecessary ones stay hidden.
Complete submissions
Every application includes all required files. No need to go back to the applicant.
Reliable and predictable
100% human coded and tested. Made for every application type. No AI guesswork like chatbots.

Frequently asked questions

What's the difference between this and an AI chatbot?
Our chats are fully scripted and tested. No unpredictable AI responses. Every step is designed for compliance and accuracy.
Are all chat flows the same?
No. Each application type has its own tailored flow to ensure relevance and efficiency.
Does the chat work on mobile?
Yes! The experience is fully responsive and optimized for mobile devices.
Can applicants upload documents directly in the chat?
Absolutely. The chat guides them to upload all the required files (and nothing more) at the right step.
Is it secure?
Yes. All data is encrypted and handled according to industry standards for financial institutions.

Ready to simplify onboarding and reduce operational workload?

Schedule Your Discovery Call

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