You are losing the 5-minute speed-to-lead race
Most rate-shop and quote inquiries get a reply hours later. The first lender to respond wins the application.
Built for Banks, Lenders, Insurers & Wealth Advisors
Every Rate Shopper Captured. Every Renewal Saved. Every Account Engaged.
A 6-model AI conversion engine purpose-built for financial services. Pre-qualifies mortgage and loan inquiries, retains insurance renewals, qualifies wealth leads, and runs compliant collections, in 91+ languages, 24/7, with disclosure-aware conversation handling.
- SOC 2 Type II
- Brand-Safe by Design
- Live in Days, Not Quarters
- 91+ Languages, Native
The Industry, By the Numbers
A $1.5T sector still won by the lender who replies first.
Buyers shop across multiple lenders and carriers in minutes. Most call centers cannot answer fast enough, in every language, with the disclosures and guardrails compliance demands.
$1.5T
U.S. financial services revenue[1]
Combined banking, insurance, and securities sector size.
5 min
Lead-response window[2]
Conversion likelihood collapses if reply takes longer than 5 minutes.
23%
Insurance renewals shopped[3]
Average share of renewals where the policyholder shops a competitor.
91+
Languages supported
Native conversation, not translation, for every borrower and member.
Where Revenue Leaks
Six leaks every CMO and operations leader feels.
You probably recognize all six. Each one quietly burns lead-gen spend, suppresses cross-sell, and pushes shoppers to the next quote.
After-hours leads die in queue
A buyer at 9pm comparing rates is converting elsewhere by morning. Call centers cannot keep up around the clock.
Bilingual borrowers walk on every shift
Spanish, Mandarin, Vietnamese, and Korean-speaking borrowers reach an English-only rep, then disappear. You lose the deal at the front door.
Renewals quietly leak to competitors
Auto and home renewals are shopped before the renewal notice is opened. No one is reaching out 1-to-1 with savings.
Social comments are pure intent, ignored
Every "what is your rate?" or "do you do FHA?" on Instagram is a hand-raise. Most go unanswered, or worse, mishandled by compliance.
Compliance kills speed
Disclosures, NMLS routing, suitability questions, the more you bolt on, the slower the funnel. Manual reps cannot move at speed and stay compliant.
Plays You Could Be Running Today
Six high-impact plays for financial services, and these are just the start.
These are six of the plays we see drive the fastest conversion and retention lift, mortgage speed-to-lead, insurance renewal, bilingual, social, wealth advisory, and compliant collections. Powered by ChattiLive™, CommentResponder™, and DottiDeepLink™. Our platform is configurable to any flow you can name, this is the start of the menu, not the end of it.
Mortgage & Loan Speed-to-Lead
Pre-qualify rate shoppers in 60 seconds
ChattiLive™ replies in seconds, runs a soft pre-qual with no credit impact, and routes to a licensed loan officer. DottiDeepLink™ resolves the visitor and enriches with property and household data.
- Sub-minute reply on web, SMS, and social
- Soft pre-qual flows (no hard pull)
- Routes to a licensed LO with NMLS-aware disclosures
Insurance Renewal Retention
Save the renewal before the shopper window opens
ChattiLive™ runs CRM-triggered renewal outreach with discount eligibility, telematics enrollment, and deductible options. Always within carrier guidelines.
- Pre-renewal outreach with discount stacking
- Telematics and bundling offers
- Saves the conversation before the shopper window
Powered byChattiLive™
Bilingual Borrower Capture
Win the borrower in their language
ChattiLive™ on verified WhatsApp Business with green-check trust runs native (not translated) conversations in 91+ languages. Compliant, on-brand, with bilingual LO routing.
- Official WhatsApp Business API, green-check verified
- Native conversation in 91+ languages
- Routes to bilingual LOs and advisors when available
Powered byChattiLive™
Social & Reputation
Capture every social inquiry, compliantly
CommentResponder™ replies in your brand voice in seconds, hides spam, and pulls high-intent commenters into private DMs where ChattiLive™ runs the compliant intake flow.
- Real-time replies on Meta and TikTok
- Auto-DM high-intent commenters to a sales thread
- Auditti™ compliance guard on every public reply
Wealth & Advisory Lead Routing
Qualify the high-net-worth lead and route to the right advisor
ChattiLive™ qualifies asset level, complexity, and specialty fit, then routes to a CFP or specialist with full transcript and the right ADV/CRS disclosures pre-delivered.
- Asset and specialty qualification at first touch
- CFP or specialist routing with transcript
- Compliant disclosure delivery (CRS, ADV)
Powered byChattiLive™
Collections & Workout
Recover past-due balances with empathy and compliance
ChattiLive™ runs FDCPA- and CFPB-aware past-due outreach with hardship workout, payment plan, and one-time pay options. Empathetic, not robo-dial.
- FDCPA- and CFPB-aware messaging guardrails
- Hardship workout and payment-plan flows
- Auditable trail for every interaction
Powered byChattiLive™
These are just six of the highest-impact plays. Our platform runs many more.
Have a flow in mind that is not on this list? Our platform is configurable to any sales, service, or retention conversation you can name. We start with the play that moves the needle fastest, then layer on the rest as you scale.
See the Platform in Action
Real conversations our platform is having right now.
Six conversations powered by ChattiLive™ and CommentResponder™, on-brand, compliant by design, in their language.
SMS · Pre-Qual Inquiry
Replied in seconds
Loan Concierge
with Megan
Play 01
Capture and pre-qualify rate shoppers before a competitor does.
Play 1 of 6 · auto-advances
The Engine Underneath
Six AI models. One financial services playbook.
Single-model chatbots guess. Our patent-pending architecture coordinates six specialized models that cross-validate every reply against your disclosures, your tone, and your KPIs.
The six models
Aligns every conversation to your KPIs. Revenue per lead, show rate, retention, every reply has a target.
Reverse-resolves anonymous web traffic and enriches every prospect with 2,000+ attributes.
Personalizes copy and imagery per audience segment, language, and life stage.
Runs your sales playbook on web, SMS, WhatsApp, and Messenger in 91+ languages.
Picks the right channel and moment, with one continuous memory across every touchpoint.
Hard-tethers every reply to your approved playbook. No hallucinations, no off-brand promises.
Why ConversionIQ
Built for the realities of regulated conversations.
Patent-pending multi-model engine
Six specialized models that cross-validate every reply. Single-model chatbots cannot match this for accuracy or steering.
Plugs into the stack you already run
Salesforce, HubSpot, GoHighLevel, Zoho, plus custom platforms via API. Bi-directional sync, zero rip-and-replace.
Live in days, not quarters
Ingests your website, brochures, and playbooks instantly. Pilot one play in days, not a six-month implementation.
SOC 2 Type II certified
Enterprise security, data segregation, encryption at rest and in transit. Your data never trains public models.
Financial Services FAQ
What financial services teams ask first.
Short answers to the questions we get asked on nearly every kickoff call.
Compliance is enforced at the message-composition layer. Auditti™ validates every reply against your approved language before it sends, with a full audit trail on every message, and the platform is SOC 2 Type II certified.
No. It answers only what you load, and anything constituting advice or requiring a licensed person is routed to your team with full context. The agent cannot invent a rate, a term, or a recommendation.
Application drop-off recovery is a core play. The agent re-engages on the specific step where the applicant stalled and resolves the blocker or hands off, rather than restarting the form.
Encrypted at rest and in transit, segregated between accounts, and never used to train public models. Enterprise clients can specify data residency requirements.
Welcome to the ConversionIQ Revenue Machine
Every minute without autonomous engagement is revenue left on the table. Start your free trial and see results within days, not months.
[1] U.S. financial services sector sizing per the U.S. Bureau of Economic Analysis (BEA), GDP by Industry. bea.gov.
[2] 5-minute lead-response benchmark per the Harvard Business Review study The Short Life of Online Sales Leads (Oldroyd, McElheran, Elkington). hbr.org.
[3] Insurance shopping and switching benchmarks per J.D. Power U.S. Insurance Shopping Study. jdpower.com.