70% of Your Applications Get Abandoned Mid-Way

Loan, insurance, and investment applications are complex. Customers abandon when they hit confusing questions or don't trust a generic calculator. Voice AI walks them through every step, answers questions naturally, and converts 10-15% vs chat's 3-5%.

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Why Fintech Loses Customers During Applications

Forms Overwhelm Customers—They Abandon

"What's my monthly payment if I put down $10k?" "How does this affect my credit?" Your chat form says "Fill out all fields to see estimate." They get frustrated and leave. Voice AI answers questions on the spot, walks through scenarios naturally, and keeps them engaged until completion.

Money Decisions Are Emotional—Chat Feels Cold

Taking out a $50k loan or choosing life insurance is stressful. Typing income, debts, and goals into a form feels impersonal. Voice AI provides reassurance—answers follow-ups naturally, explains options clearly, builds trust. That's why voice converts at 10-15% vs chat's 3-5% for financial products.

Low-Quality Leads Waste Your Sales Team's Time

Chat bots let anyone submit an application—even if they don't qualify. Your sales team spends hours calling leads who can't get approved. Voice AI asks qualifying questions conversationally, routes only serious applicants, and increases your team's close rate by 40%.

How It Works for Fintech

1

3-Minute Setup

Tell us about your product (loan, insurance, investment). AI learns your qualification criteria, rates, and approval process. Stores all leads and applications in your Klariqo dashboard.

2

AI Qualifies Leads & Walks Through Applications 24/7

Answers questions about rates, coverage, terms. Walks through complex scenarios ("What if I put down $15k instead of $10k?"). Pre-qualifies based on income, credit, goals. Only routes serious applicants to your team.

3

Increase Completion Rate 2-3x, Close More Deals

Customers complete applications because they get instant answers. Your sales team only talks to qualified leads, close rate increases. You convert 10-15% instead of 3-5%.

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See how much more revenue you'd generate by increasing application completion

Fintech Features

Real-Time Loan & Rate Calculations

Answers "What's my monthly payment?" instantly. Walks through scenarios with different down payments, terms, rates. More engaging than static calculators.

Insurance Coverage Recommendations

Asks about family, assets, goals to recommend coverage levels. Explains deductibles, premiums, riders naturally. Converts better than forms.

Investment Account Guidance

Asks about risk tolerance, timeline, goals. Recommends account types (IRA, 401k, brokerage). Explains tax implications conversationally.

Lead Qualification & Routing

Pre-qualifies based on income, credit score, debt-to-income ratio. Routes qualified leads to sales team with full context. Reduces wasted time on bad leads.

Compliance & Disclosures

Handles required disclosures verbally. Records consent. Escalates to licensed agents when needed. Stays compliant while scaling.

Lead Management & Storage

Captures all lead information, qualification data, and application details in your Klariqo dashboard. Export leads or review conversation history anytime.

Pricing for Fintech

Simple, predictable pricing. No per-lead charges.

Chat Only

AI chat widget for your website

$99/mo
  • Unlimited conversations
  • Lead qualification
  • Demo booking
  • Internal lead management
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MOST POPULAR

Phone + Chat

AI handles calls and website chat

$179/mo
  • Everything in Chat
  • 1,000 minutes (~300 calls)
  • AI phone answering 24/7
  • Only $0.15/min after that
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30 free minutes to test. No credit card required. Cancel anytime.

FAQs for Fintech

Can AI give financial advice or approve loans?
No. Klariqo provides product information and helps customers understand options with proper disclaimers. For decisions requiring licensed advisors (approvals, investment advice), AI routes to your team with full conversation context and pre-qualification data.
How does it handle compliance and disclosures?
AI delivers required disclosures verbally, records consent for auditing, and escalates to licensed agents when regulations require it. You control which questions need human review. All conversations are logged for compliance.
How does it manage leads and applications?
Klariqo stores all lead information, qualification data, and conversation history in your internal dashboard. You can review leads, export data, and follow up with applicants directly from the platform.
What if a customer wants to talk to a human?
AI seamlessly transfers to your team anytime. You get full conversation history and pre-qualification data, so your agent doesn't start from scratch. Most customers are happy with AI for basic questions and only escalate for complex decisions.
Is financial data secure?
Yes. All data is encrypted in transit and at rest. We never train models on your customer data. Customer financial information stays completely private and is only used to process their specific application.

Increase Application Completion by 2-3x With Voice AI

30 free minutes. No credit card. Set up in 3 minutes.

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