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Converiqo.ai centralises enquiries for accounts, loans, deposits, and services from branches, websites, and campaigns in one place. Bank teams get structured ownership and follow-ups, improving response times and reducing lost opportunities in the local market.

Leadership gets a live view of product-wise leads, region-wise interest, and ageing conversations. This helps banks prioritise promising customers, support underperforming branches, and refine offers based on actual demand signals.

Converiqo.ai routes tasks and updates between front-line staff, credit underwriters, and back office through clear workflows. Everyone sees where a request stands, reducing confusion, repeated calls, and customer frustration over “stuck” applications.

Yes. Converiqo.ai lets banks track leads and engagement across branches with different customer profiles while maintaining central control. Head office can compare performance, understand local needs, and design targeted programmes for specific segments.

Converiqo.ai analyses engagement, product mix, and enquiry history to highlight customers with higher lifetime value potential. Relationship teams can then prioritise deeper conversations and multi-product relationships instead of just handling transactions.

It centralises leads for retail, SME, and micro-banking products from various touchpoints into one system. Branch managers and sales officers always know which customers are inquiring about which products and what the next interaction should be.

The Converiqo.ai widget captures interest for savings, loans, deposits, and digital services directly from the bank’s website and microsites. With the Campaign Manager, banks can see which local campaigns, events, and digital efforts bring in real, qualified leads.

Converiqo.ai uses RAG workflows to blend policy rules, product information, and past conversion data, then suggests the next-best action for each lead. Teams get guidance on which product to propose, what documentation to request, and when to follow up.

With Converiqo.ai’s community/forum module, banks can host discussions around financial literacy, local initiatives, and FAQs. This builds trust and engagement, and the platform surfaces active participants who may be ready for deeper product relationships.

When lead capture, campaigns, AI insights, and community engagement are fragmented, banks lose agility and insight. Converiqo.ai unifies Lead Management, the widget and campaigns, AI recommendations, and community signals, giving community banks a modern engine for growth and service.