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Customer Profile

vantageone credit union
Industry
Financial Services
Users
Current & prospective members
Comm100 Customer
Since April 2020
Need
To convert mortgage leads & collect visitor info for future comms

VantageOne’s chatbot confirms basic eligibility requirements, gathers contact data via a form, and then sends the lead to the loan department inbox so a mortgage agent can follow up. 

Top Questions/Intents

VantageOne’s chatbot directly guides the visitor step by step so they don’t need to do text inputs.

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