Open a new bank account, get a home insurance quote, apply for a business line of credit—whatever your customers want, build it with ease and speed.
Flow Designer is for companies who are looking to easily and efficiently create conversational onboarding experiences for any scenario. The best part? You can build, test, and deploy it in real-time.
Forward-thinking financial institutions have started investing in digital financial technology. Show your customers that you’re proactive and committed to giving them the best products that are comprehensive, seamless, and secure.
Create a conversation.
Create each dialogue component to build the questions your bot will ask and select how your customers will answer. Through the intuitive and flexible Module Creator, add icons, images, and select various outputs to handle every question just the way you want.
Connect your conversation.
You’ve built your conversation modules, now it’s time to connect them and create your onboarding experiences. Simply drag and drop your modules onto the canvas to connect them. Arrange them in any way and order, create variables, comment, share, and collaborate with your team.
See your conversation.
Open your project in the Flow Emulator, test it on various device resolutions, conduct user tests, and share and collaborate with your team to collect feedback to make informed, data-driven changes to your onboarding project.
Give customers access to their preferred way of communicating with your financial institution. This encourages them to access your financial services more easily and frequently and translates into higher engagement and loyalty. Everybody wins.