Stage 1: Discovery
The Communication Challenge
Financial services companies face a critical challenge: marketing teams spend countless hours creating campaigns while customers struggle to understand and engage with complex financial products.
Problems → Solutions
Complex financial jargon
Clear, conversational explanations
Poor customer engagement
Personalised, timely communication
Generic communication channels
Personalised video & audio content
Marketing Teams
Daily operational challenges
Hours spent on manual campaigns
Data fragmentation challenges
Customers
Current system experiences
Confusion with product details
Desire for simpler interfaces
Stage 2: Research
What Our Research Revealed
Through extensive research with financial services customers, we've identified critical patterns in their communication preferences and pain points.
0%
Increased Confidence
Of customers report they would feel more confident making financial decisions with easier-to-understand portals
0%
Higher Engagement
Would interact more frequently if information was presented in simpler, more personalised ways
Stage 3: Solution
Our Answer to the Challenge
Based on this research, we built an AI-powered platform that bridges the communication gap between financial services companies and their customers through automated personalisation and simplified content.
Simplify Complex Information
Transform technical financial jargon into clear, conversational explanations
Deliver contextual insights based on each customer's unique financial profile
Reduce confusion and support inquiries by providing proactive, clear communication
Automate Personalisation at Scale
Generate personalised content for thousands of customers instantly
Free marketing teams from repetitive manual tasks and data segmentation
Drive engagement through timely, relevant, and meaningful customer communications
ASSURED LOGICFingo AI: Personalising insurance and empowering marketing through dual-platform AI solutions for financial services.
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