Megan: Virtual Sales Consultant

Megan helps your customers and members learn about, shop and buy - mortgage loans, auto loans, checking accounts, credit cards and other financial products.

See how easy is it for your customers to learn about and
apply for a car loan just by talking to Megan…

Megan helps your customers and members understand your product offerings and
what's right for them to buy:

  • Help shop and apply for the right credit card, checking account, general loans and car loans
  • Complete KYC/KYA
  • Lookup external information to improve service conversation
  • Handle documents, esignatures and other process steps
  • Apply machine learning to improve process and experience