AI Assistants for Finance & Mortgage

Better Lead Quality

Discover your most qualified sales opportunities to originate more loans and credit, more quickly

Prioritize Leads

Sales reps focus on closing deals not chasing leads, saving hundreds of hours a year.

Engage Every Lead

Our automated sales assistant reaches out to every lead and deepens the connection with a human touch.

Integrates with CRM

Integrates easily with Salesforce and other CRM systems used in the financial and mortgage industries

Consistent On-brand Communication

AI messages are pre-approved to reflect your brand in every communication

Document Every Conversation

Email conversations between the AI and each lead are saved and easily viewed as part of each lead record.

LeadsCouncil 2015 Gold LEADER Award for Most Innovative Company in the Mortgage category: “This Gold Innovation award is a true testament to the hard work and dedication Conversica has put into creating a great product.” -Michael Ferree, Director, LeadsCouncil

Boost Sales Productivity and Performance

Find Who’s Ready

Our 24x7 automated sales assistant helps finance and mortgage companies engage with prospective borrowers at every step in the lead lifecycle. We’ll help you quickly identify the hot leads that are ready now.

It’s Easy to Be Responsive

Conversica goes beyond typical outbound marketing campaigns to nurture new inbound leads within minutes of their initial inquiry. We’ll help you to maintain engagement with applicants throughout the application process.

Find New Gems in Old Leads

Renew inactive leads with lead nurturing with a human touch. Our automated sales assistant keeps your firm in front of potential borrowers who may not be in the market now, but could be in the future.

Sales Insights

Gain unique insights into the performance of your sales team, including feedback on service and sales follow-through.

Explore Conversational AI for Your Team

Join us at Sirius Decisions Summit 2019, Austin, TX
May 6-9.

Join us at Digital Marketing Strategies Conference, Napa, CA 5/19-21

Join us at MAICON, Cleveland, OH 7/16-18

Sign up for A Marketer's Guide to #SelfCare Using Conversational AI, Apr 23, 2019 at 3pm ET / Noon PT

Marketo Tech Partner of the Year

The Conversica-Marketo integration ties Marketing Automation to Conversational AI, driving high-efficiency sales lead follow-up.

Partners Predict Trends for 2019

Leaders at IMPACT, LeanData, Metadata, SnapApp, Uberflip, Vengresso and Vidyard share their predictions.

Maximize Your Tradeshow ROI eBook

Learn how to leverage Conversational AI to maximize tradeshow lead conversions.

8 Ways AI is Transforming Marketing

Download our eBook 8 ways that AI is turbocharging Marketing today.

10 Ways Conversational AI Will Change How We Work

Conversica CEO Alex Terry, CMO Rashmi Vittal and Chief Scientist Sid J. Reddy discuss the evolution of AI this year.

Bridging the Sales & Marketing Divide

Conversica and Square2 discuss how Conversational AI is boosting lead engagement.

How is Conversica Different?

Learn how Conversica is different from Marketing Automation in this video.

Find Hidden Revenue with AI

LeanData and Conversica thought leaders discuss how to find lost revenue through Conversational AI.

Ready to see how our Conversational AI Assistant can augment your workforce?