Use cases
Incomplete application follow-up
Re-engage customers who dropped out of an application and guide them to completion.
Tags
AI Agent
Outbound
Channel
Chat
Voice
Category
Account handling
Quotes and policies
Industry
Retail banking
Lending
Insurance
Remittances
Investment & trading
What it does
Abandoned applications are one of the biggest sources of unrealised revenue in financial services. Customers get partway through, hit something they're unsure about, and never come back. By the time someone on your team follows up, it's often too late.
The Gradient Labs AI agent proactively reaches out to application abandoners while their intent is still warm. The agent helps them pick up where they left off and walks them through to completion, answering any questions that may have gotten them stuck in the first place. The result is more applications complete, with no additional outbound resource required.
How it works
Trigger your outbound agent when a customer abandons an application, or run it against a list of incomplete applications on a schedule. The Gradient Labs AI agent reaches out on the customer's preferred channel (email, SMS, or voice) with a personalised link that takes them back to the exact step where they stopped.
If the customer has a question or a blocker, the agent routes them into a product-specific sub-procedure to resolve it. If there's no response, it schedules a follow-up. If the customer says they're no longer interested, it closes the case and logs the outcome in the CRM.
See it in action
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