Mortgage Advisor

A bot on demand that understands your needs and helps you find your perfect mortgage plan. Instead of sifting through various home mortgage offerings and HELOCs to find the mortgage product that fits you the best, Mortgage Advisor is a one-of-a-kind bot on demand that will do all your tough work!
Goal: Engage customers when they START thinking about a home purchase.
Functionality: Product Tips, Proactive Suggestions, Preference Builder
Integration with: Product Knowledgebase, Website Personalization Engine
Interactions: Free-form conversations with NLP; Guided Navigation using Cards; Interactive Picklists