Reimagining banking sales by helping people achieve their life goals
What does our platform offer?
MoreTo provides:
- A customer facing whitelabel platform that allows your users to create and work on their journeys towards their life goals.
- A portal for your contact sales and branch advisors to communicate and exchange files with your customers.
- Smart and AI-powered features are enriching the functionalities throughout the whole process.
What are life goals?
Life goals are an extension of a financial goals, they take into account the entire end to end journey of the customer. The top 4 goals are the following:
How does it work?
Personalised, AI powered journeys, based on expert research.
Customers receive personalised journeys for their dreams, based on expert research - and enriched with AI based data to tailor it every scenario.
Smart product matching
Based on the user needs and journeys, the best possible products are picked and suggested to the user. Users are then able to easily start the application process.
Automated information gathering
A chatbot will take care of the first part of the conversation to get information ready, before handing it over to the agent for a personalized user experienced.
Smart insights & CRM connection
Deep insights about the customer are collected via the Co-Pilot, and shared to existing CRM tools, enhancing funnel analytics.
Value to the banks
Accelerate sales cycle & time-to-value
Increase sales conversion
Strengthen customer relationships
