Answers calls and texts 24/7. Handles account inquiries, schedules loan consultations, qualifies new customers. Voice that sounds human—not a phone tree.
Banking Assistant
It's Saturday afternoon. A prospect calls about opening a business account. Instead of voicemail, they get answers and a Monday appointment booked.
Customer wants to discuss a mortgage at 7 PM. They call your branch, get voicemail, and apply with the bank whose app lets them start immediately. You never knew they called.
Peak hours mean long wait times. Customers in line need attention. Phones keep ringing. High-value prospects give up and leave—to competitors who answer faster.
Branch hours? CD rates? Loan requirements? Wire transfer fees? Your team answers identical questions hundreds of times while relationship-building takes a back seat.
Neobanks offer 24/7 service through apps. Your customers expect the same availability. Being closed evenings and weekends feels outdated to younger account holders.
Voice and text—handles inquiries however customers reach out
Not a phone tree. A voice that talks naturally, answers product questions, qualifies loan applicants, and schedules appointments—all while your branch is closed.
Learns your offerings from your website. Shares current rates with callers. Rate changes on your site? The assistant knows right away.
Checks your bankers' calendars, offers consultation times, confirms appointments. Customer calls at 9 PM about a home equity line? Meeting's booked before morning.
Credit range, employment status, account needs, timeline. Every lead is screened so bankers spend time with serious prospects, not tire-kickers.
Evenings and weekends are when customers have time to think about finances. Every inquiry gets answered, not sent to voicemail.
Routine questions handled automatically. Your bankers focus on high-value conversations that build lasting client relationships.
24/7 availability without 24/7 staffing. Customers get the responsiveness of a fintech with the trust of a traditional bank.
Grow deposits. We handle the calls.
Not a phone tree. Real conversations that qualify prospects and book appointments—all by voice.
Everything you need to handle banking leads
Natural conversations via text, WhatsApp, web chat. Sounds like your team, not a robot.
Automated appointment booking with bankers, loan officers, advisors.
Credit profile, account needs, timeline screening. Know who's serious before the meeting.
Answers calls, talks naturally, qualifies prospects, books appointments—all by voice.
SMS, WhatsApp, Instagram, web chat. One inbox for all conversations.
Understands documents and images customers send for loan applications.
Track inquiry sources, response times, and conversion rates.
Connect your CRM and calendar in minutes
Per employee. One SalesPartner handles the work of multiple hires.
