Banking
From the customers you have to the next right product.
One agent works cross sell, applications and servicing questions across voice, WhatsApp, RCS, SMS, web chat and your app, starting from what the record already holds.
The whole conversation, under two minutes
Jordan
Meridian Bank · Direct, numbers first
Incoming call
Matched to Small business owner
Meridian Bank is calling
- Call
- RCS
- Screen
Illustrative. A business deposit reached before it rolls over, and the card the record already qualifies for: the call, a text, and the screen, one thread.
Customer, from the record
Marcus · Small business owner
Agent persona, matched
Jordan · Direct, numbers first
- 0:00
The call
Jordan calls. Marcus answers.
- 0:03
Jordan
Marcus, Jordan at Meridian Bank. Your business deposit matures Friday. If nobody touches it, it rolls into the standard rate. Got two minutes?
- 0:12
Marcus
Two minutes I've got. What are my options?
- 0:15
Jordan
Two. Twelve months at the relationship rate, which your record qualifies for because the full balance stayed the whole term. Or the same amount over eighteen months. And the no fee business card you asked about is ready when you want it.
- 0:30
Marcus
Send me both. I'm with a customer, so I'll pick on my phone.
- 0:33
Jordan
Both terms are on their way by text, the card with them. Nothing moves until you pick.
- 0:41
Jordan
Marcus, your maturity options: 12 months at the relationship rate, or 18 months. The no fee business card is included. Nothing goes ahead until you choose. · Compare terms
- 0:45
Marcus
Twelve months. And yes to the card.
- 0:47
Jordan
Done. Both are on the screen, one confirmation each.
- 0:49
Marcus
Taps Compare terms
- 0:50
Screen
The link opens Meridian Bank. The call stays on.
- 0:51
Jordan
I see the link loading on my side. I'm staying right here on the call until it's done.
- 0:56
Screen
Loaded.
- 0:57
Jordan
Loaded. I'm going to hang up here and continue over there.
- 1:00
The call
Jordan hangs up. The rest happens on the screen.
- 1:02
Screen
Maturing deposit opens, from your call with Jordan
- 1:03
Jordan
Balance: $40,000, full term held
- 1:04
Jordan
New term: 12 months, relationship rate
- 1:05
Jordan
Card: Business, no annual fee
- 1:06
Jordan
New 12 month deposit, $40,000. Relationship rate, matures Sep 2027.
- 1:07
Jordan
Deposit renews at the relationship rate. The card application is filled from your account. Confirm both and the card goes to review.
- 1:15
Marcus
Taps Confirm deposit and card
- 1:17
Screen
Deposit renewed. Card application with review. DP 77120.
- 1:18
Jordan
Done. Deposit renewed, card with review. I'll message you the moment they decide. Back to your customer.
A call about a maturing business deposit offers the relationship rate the customer's record qualifies for, and the no fee business card they had asked about. Both options go out by text over RCS, the customer chooses, and confirms on the app screen. The deposit is renewed and the card application goes to review. Nothing is called approved. The agent stays on the call while the link loads, hangs up once the screen is ready, and continues on the screen.
Where banking apps stop selling
You pay to bring an applicant in. A static journey loses them before the account funds.
An account or card application stops halfway, and the follow up comes days later from someone who never saw it
Cross sell arrives as campaigns and interruptions, not advice inside the journey
An offer the customer already dismissed gets pitched again on the next campaign
Manual KYC reviews that create bottlenecks and compliance risk
What changes
Outcomes, not features.
The next right product, from the record
The agent starts from what the customer already holds, so a card or deposit offer fits the relationship instead of the campaign calendar. Inbound leads are qualified one question at a time. It never pitches a product already in flight or already dismissed.
Applications that get finished
An account or card application asks only what your rules require for that product, one question at a time. If the customer stops, they get one reminder, a nudge back into the same step, then a follow up call. A callback they ask for is booked, not noted.
Compliance that lets the agent sell
Consent is default deny, and quiet hours are checked before every send. Every completed conversation is checked against the frameworks you enable, such as CFPB guidance, with a verdict for each rule. A supervisor can listen live and take the call over.
Servicing that protects the relationship
Servicing questions are answered from your own documents with the source named, and the agent says plainly when your documents do not cover it. Only a desk declared as a sales desk composes a pitch, so a servicing conversation never turns into one.
every offer starts from what the customer already holds
every action logged and compliant
FAQ
Questions, answered.
The specific ones, about your stack, your rules and your data, are best answered on a walkthrough. Book one.
A small microphone button carrying your logo and your colors, placed wherever you want it. Customers tap it and speak. There's no SuprAgent branding anywhere; to your customers, it's simply your app getting easier to use.
See it run on your flows.
A live walkthrough built around your journeys, your products, and your rules. One button to add it to your app.