E-mail address
info@stepup.cloud
WhatsApp for
Finance
Banks and insurance - loan enquiries and lead qualification. 65% query deflection, under 1-minute response.
For Finance
AI Conversations for Banks & Insurance
From loan applications to policy renewals, financial customers in the GCC expect instant, accurate answers in Arabic and English. Stepup unifies WhatsApp, Instagram, Messenger and Web Chat into one AI inbox that deflects routine enquiries, qualifies leads, and hands the high-value conversations to your agents securely and compliantly.
65%
Query deflection
<1 min
First response time
3x
Higher lead quality
24/7
Always available
Enquiries
Loan & Policy Enquiries, Answered Instantly
Customers ask about loan eligibility, interest rates, policy coverage and renewals around the clock. Stepup answers instantly in Arabic or English, pulling accurate product details so no enquiry waits for office hours.
Product Details
Share loan rates, eligibility criteria and policy coverage from one trusted, always-updated knowledge base.
Renewal Reminders
Proactively notify policyholders before expiry and let them confirm renewal in the same chat.
Bilingual Support
Detect the customer's language automatically and reply in fluent Arabic or English every time.
Qualification
Qualify Leads Before Agents Step In
Not every enquiry is a ready buyer. Stepup asks the right questions, scores intent, and captures income, product interest and contact details so your team spends time only on serious, finance-ready prospects.
Smart Forms
Collect income, employment and product interest through a natural, conversational flow that customers actually finish.
Lead Scoring
Rank prospects by readiness and route high-intent leads straight to your sales team.
CRM Sync
Push every qualified lead into HubSpot, Salesforce or Zoho automatically with full conversation context.
AI FAQ
Compliance-Aware AI Answers
Financial answers must stay on-script. Stepup responds only from your approved knowledge base, avoids unauthorised advice, and adds required disclaimers, so customers get fast help without putting compliance at risk.
Approved Sources
The AI answers strictly from documents your compliance team has reviewed and approved.
Built-In Disclaimers
Attach regulatory disclaimers to rate, eligibility and product answers automatically every time.
Safe Boundaries
When a question exceeds policy, the AI declines advice and offers a human instead.
Handoff
Follow-Up & Secure Human Handoff
When a conversation needs a person, Stepup transfers it instantly with full history to the right agent. Automated follow-ups keep applications moving, while sensitive steps stay on secure, verified channels.
Instant Transfer
Escalate to a human with the entire chat history so customers never repeat themselves.
Automated Follow-Up
Nudge customers to complete applications or submit documents with timely, automated reminders.
Secure Channels
Keep sensitive verification and document sharing on encrypted, audit-ready conversation channels.
FAQs
Frequently Asked
Questions
Questions
Yes. The AI answers only from your approved knowledge base, applies required disclaimers, and escalates anything outside policy to a human, helping banks and insurers stay compliant while responding instantly.
Absolutely. Stepup automatically detects the customer's language and replies in fluent Modern Standard Arabic or English, so every applicant is served in the language they prefer.
When a conversation needs a person, it transfers instantly to the right agent with the full chat history, and sensitive verification or document sharing stays on encrypted, audit-ready channels.
Yes. Every qualified lead and conversation syncs automatically with HubSpot, Salesforce, Zoho and other systems via API, giving your sales team complete context with no manual data entry.
Contact
Automate Every
Customer Conversation
Customer Conversation
Phone number
+971 52 976 5321