24/7 automated lead qualification

AI Chatbot for Financial Service Providers

Automatically pre-qualify loan enquiries, calculate instalments and guide prospects through the first advisory steps – without overloading your team with routine questions. Our AI chatbot for financial service providers handles customer communication 24/7, answers recurring questions about loans, requirements or credit checks and supports prospects with their next steps. GDPR-compliant, hosted on German servers and delivered as a managed service: we take care of setup, training and integration.

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Always the same questions about loan requirements, credit checks, terms and instalments, prospects dropping off because nobody replies immediately, and unclear document requirements that slow down your advisory process – familiar? Our AI chatbot is built specifically for these challenges in the financial sector.

No more missed leads

Prospects expect immediate answers – also in the evening and at weekends. Your AI chatbot is available around the clock, answers standard questions about products and processes, collects contact details and key financing data and guides your leads through the first advisory stage in a structured way.

Your team can focus on real deals

Pre-qualification, repeated follow-up questions and unclear document lists cost your team unnecessary time. The chatbot takes over these steps automatically, asks for all relevant key data, provides clear document checklists and helps prospects prepare their enquiry completely – before they enter personal consultation.

I would like to request financing for 40,000 €. What are the requirements?

Glad to help with a first assessment. Please tell me briefly: are you employed, self-employed or retired – and what is your monthly net income?

Employed, around 3,200 € net.

Thank you. On this basis, financing is generally possible. I will now calculate an example for term and instalment and create a checklist of the usual documents for you. What is your name and email address?

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Digital advisory that does not waste leads.

Our AI chatbot guides prospects step by step through the financing process: it explains products, asks about income, term, loan amount or collateral, calculates example instalments and provides a clear overview of the next steps. All in natural language – available at any time.

The result: fewer follow-up questions, more qualified enquiries and an advisory team that can concentrate on cases with real potential.

24/7 answers to questions about loans and products
Automated pre-qualification (key data, income, credit check notes)
Interactive instalment and scenario calculations in the chat
Clear document checklists for prospects
Hand-over of qualified leads to your CRM or advisory system
GDPR-compliant processing on German servers
Managed service – setup, training and monitoring included

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Core features

From automated pre-qualification and instalment calculations to handover to your advisory team – the chatbot digitalises the first advisory stage and makes your sales process more efficient.

24/7 lead generation and customer service

The chatbot answers questions about loans, products and processes around the clock. Prospects can submit enquiries at any time without being tied to opening hours – you no longer lose leads in the evening or at weekends.

Intelligent pre-qualification

The chatbot collects all relevant key data – for example loan amount, term, income or employment status – and checks it for plausibility. Your team receives pre-qualified enquiries instead of loose contact requests.

Multilingual advisory

Advise prospects in multiple languages. The chatbot automatically detects the user language and responds accordingly – ideal if you serve clients with an international background.

Leads and CRM integration

The chatbot can be connected to your CRM system. New enquiries can be automatically created as leads or linked to existing contacts – depending on the systems you use. This ensures that key information flows directly into your existing infrastructure.

Appointment booking and calendar integration

Prospects can book an advisory appointment directly in the chat. Via integrations with systems such as Cal.com, Calendly or your own calendars, the chatbot automatically triggers appointment bookings.

Live search for up-to-date information

During a conversation, the chatbot can retrieve current information – for example the status of an ongoing enquiry, open items or notes from your help center or knowledge base.

Pricing & plans

Data protection

What about data security?

Especially in the financial sector, sensitive data is involved. With us, your customer data is in safe hands: all information is processed exclusively on servers in Germany, GDPR-compliant and encrypted. For us, security is not an add-on but the standard.

Hosting on German servers
GDPR-compliant data processing
End-to-end encryption
Regular security audits
No data sharing with third parties

API integrations

Our AI chatbot is not an isolated tool. It communicates with your existing systems via REST APIs and becomes an active part of your sales and service infrastructure. The AI can retrieve data, transmit information, capture leads or book appointments – depending on the systems that are connected.

CRM and lead management

The chatbot can be integrated with your CRM system. New leads are created or assigned automatically – depending on how your CRM is set up. If required, key information from the chat can be stored so that your team can seamlessly continue with the next steps.

Ticket and support systems

Special or complex cases can be automatically converted into tickets. The chatbot collects all relevant information, prioritises it and forwards it to the right contact person. The result: shorter response times and better structure in your service organisation.

Advisory and calculation tools

The chatbot can work with your existing calculation or advisory tools. Example instalments, scenarios or product variants can be displayed directly in the chat – giving customers a first impression of feasibility and conditions before entering personal consultation.

Further integrations

The chatbot can be connected to virtually any system: appointment booking, document management, internal knowledge systems or reporting tools. This allows you to integrate AI seamlessly into your existing IT landscape without having to completely change established processes.

Daniel Bracht

Managing Director, Technical Director

+49 911 311 096-20

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What happens next

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AI is changing how financial service providers interact with prospects and customers. With our chatbot you get a specialised solution for banks, financial sales organisations and financial advisors – individually tailored to your products, processes and target groups.

Which types of enquiries do you want to automate?
Talk to us and we will show you what your digital advisory assistant could look like.

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