Re-engage after a simulation
Resume a financing request when the borrower is available, without repeated calls.
Financial services
Banks, lenders, financing companies and fintechs
Financing applications ready for review.
After a simulation, Alvio clarifies the borrower’s project, follows up on documents and supports customer due diligence. Your advisors focus on reviewing the application.
Financing projectCustomer due diligence · KYCSupporting documentsApplication review
Your Brand
Your assistant on WhatsApp
Today
Assistant:
Hi Samir, I’m following up on your €18,000 financing simulation. Is it for a vehicle purchase?
Customer:
Yes, ideally next month.
Assistant:
Great. To prepare your application, we still need your latest proof of income and a valid identity document.
Customer:
I can upload both to my customer account tonight.
Assistant:
Use your customer portal’s upload link to add them. I’ll track progress for your advisor.
Customer:
Done, both documents are uploaded to my account.
Assistant:
Your upload is recorded. The advisor will verify the documents and review your application, then contact you if anything else is needed.
Documents uploaded · Application sent for verification
Industry use cases
From simulation to a complete application.
Prequalify the project
Collect amount, situation, income, timeline and needs before application review.
Complete supporting documents
Follow up on missing documents required for customer knowledge and application processing.
Provide visibility
Explain the current stage, expected items and next action without promising a decision.
Hand over to an advisor
Escalate whenever expertise, verification or a human decision is required.
Follow an application in review
Keep the borrower informed of progress and outstanding items using CRM statuses, without anticipating a financing decision.
Humans at the right time
AI prepares. Your team decides and advises.
The advisor receives a contextualized application and handles every analysis, verification or decision.
Notification and routing to the right person
Handoff with the full context
Ability to take over at any time
What your team receives
Summary of the illustrated conversation
- Project
- Vehicle · €18,000 · Purchase planned next month
- Documents received
- Proof of income and identity document uploaded to the customer portal
- Next action
- Document checks followed by advisor review
All the context, without asking the customer to repeat themselves.
Integrations & compliance
Designed to fit your operational and regulatory requirements.
Designed for customer knowledge, document collection and AML/CFT workflows, with the Alvio Compliance Pact.
Alvio does not make credit decisions or independently assess a borrower’s creditworthiness.
CRMAPIWebhooksSlackCalendarsMCP
Your industry. Your journeys. Your demo.
Choose one priority case, connect your systems and measure the value created with your teams.