Insait IO

As the lending industry embraces digital transformation, speed and efficiency are top of mind for both institutions and their customers. With our advanced Digital Agent, we’re helping lenders 𝗮𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲 𝗮𝗽𝗽𝗿𝗼𝘃𝗮𝗹𝘀, 𝘀𝗶𝗺𝗽𝗹𝗶𝗳𝘆 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀, 𝗮𝗻𝗱 𝗼𝗳𝗳𝗲𝗿 𝗮 𝘀𝗺𝗼𝗼𝘁𝗵𝗲𝗿, 𝗺𝗼𝗿𝗲 𝗲𝗳𝗳𝗶𝗰𝗶𝗲𝗻𝘁 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘁𝗼 𝗯𝗼𝗿𝗿𝗼𝘄𝗲𝗿𝘀. 🔄 Whether it’s automating key steps or enhancing customer interactions, Insait’s technology is built to empower lenders to keep up with evolving customer expectations. It’s all about removing friction and 𝗰𝗿𝗲𝗮𝘁𝗶𝗻𝗴 𝗮 𝗹𝗲𝗻𝗱𝗶𝗻𝗴 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝘁𝗵𝗮𝘁’𝘀 𝗳𝗮𝘀𝘁, 𝘀𝗲𝗮𝗺𝗹𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿-𝗳𝗼𝗰𝘂𝘀𝗲𝗱. 💡 Is your team ready to take lending to the next level? Let’s connect and explore what’s possible! 🤝 #LendingTransformation #DigitalLending #FintechInnovation #CustomerExperience #Insait

In today’s digital world, customer experience is a make-or-break factor in financial services. Studies show that 𝟴𝟬% 𝗼𝗳 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝗰𝗼𝗻𝘀𝗶𝗱𝗲𝗿 𝘁𝗵𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 𝗷𝘂𝘀𝘁 𝗮𝘀 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝗮𝘀 𝘁𝗵𝗲 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 𝗼𝗿 𝘀𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝘁𝗵𝗲𝗺𝘀𝗲𝗹𝘃𝗲𝘀! Financial institutions need a consistent, personalized approach across every touchpoint to build trust and loyalty. 💼 At Insait, we’re helping banks and lenders meet this demand with our Digital Agent, designed to 𝗱𝗲𝗹𝗶𝘃𝗲𝗿 𝘀𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗶𝗻𝘁𝗲𝗿𝗮𝗰𝘁𝗶𝗼𝗻𝘀 𝗳𝗿𝗼𝗺 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝘁𝗼 𝘀𝘂𝗽𝗽𝗼𝗿𝘁. By focusing on the 𝗳𝘂𝗹𝗹 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗷𝗼𝘂𝗿𝗻𝗲𝘆, we’re driving satisfaction, loyalty, and growth in the USA and Australia. 🚀 What challenges are you seeing in CX in financial services? Let’s talk about it! 💬 #CustomerExperience #DigitalTransformation #CustomerJourney #CXInnovation #FinancialServices

In today's financial landscape, delivering a seamless end-to-end customer journey is more critical than ever. From onboarding to post-purchase support, every touchpoint is an opportunity to build trust and loyalty. 𝗖𝗼𝗻𝘀𝗶𝘀𝘁𝗲𝗻𝗰𝘆 𝗮𝗻𝗱 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝗿𝗲 𝗸𝗲𝘆 to transforming these interactions into meaningful experiences. 💡 That’s where Insait’s Digital Agent comes in. Our AI-driven solutions ensure 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝗵𝗮𝘃𝗲 𝗮 𝗳𝗿𝗶𝗰𝘁𝗶𝗼𝗻𝗹𝗲𝘀𝘀 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲—guiding them through every step of the journey with 𝗿𝗲𝗮𝗹-𝘁𝗶𝗺𝗲, 𝗽𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗲𝗱 𝘀𝘂𝗽𝗽𝗼𝗿𝘁. Whether it’s onboarding a new customer or providing post-service care, our Digital Agent is revolutionizing how banks and lenders connect with their clients, driving satisfaction and long-term loyalty. 🚀 How are you seeing AI shape customer journeys in your industry? Let’s connect and discuss! 🔗 #CustomerJourney #AIDrivenCX #EndToEndExperience #DigitalTransformation #Fintech

🚨 The latest American Customer Satisfaction Index (ACSI) results reveal that 𝗺𝗼𝗿𝘁𝗴𝗮𝗴𝗲 𝗹𝗲𝗻𝗱𝗲𝗿𝘀 𝗮𝗿𝗲 𝘀𝘁𝗿𝘂𝗴𝗴𝗹𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝘀𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻, scoring just 75 out of 100 and ranking among the bottom nine industries. While Rocket Mortgage leads with a score of 80, many lenders are falling short, especially regarding handling customer complaints, fees, and the overall mortgage experience. With 26% of customers reporting complaints and only 66% satisfaction for those who do, it’s clear there’s a pressing need for improvement. 𝗖𝘂𝘀𝘁𝗼𝗺𝗲𝗿𝘀 𝗮𝗿𝗲 𝗳𝗿𝘂𝘀𝘁𝗿𝗮𝘁𝗲𝗱 𝘄𝗶𝘁𝗵 𝗵𝗶𝗴𝗵 𝗳𝗲𝗲𝘀 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗹𝗲𝘅 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗲𝘀, leaving them hesitant to engage with lenders, even as mortgage rates decline. At Insait, we understand the challenges faced by lenders in today’s environment. Our AI-driven solutions are designed to 𝘀𝗶𝗺𝗽𝗹𝗶𝗳𝘆 𝘁𝗵𝗲 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲, 𝗿𝗲𝗱𝘂𝗰𝗲 𝗳𝗿𝗶𝗰𝘁𝗶𝗼𝗻 𝗶𝗻 𝘁𝗵𝗲 𝗹𝗲𝗻𝗱𝗶𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝘀𝘀, 𝗮𝗻𝗱 𝗲𝗻𝗵𝗮𝗻𝗰𝗲 𝗼𝘃𝗲𝗿𝗮𝗹𝗹 𝘀𝗮𝘁𝗶𝘀𝗳𝗮𝗰𝘁𝗶𝗼𝗻. By providing intuitive digital channels and automating customer interactions, we can help lenders not only meet but exceed 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗲𝘅𝗽𝗲𝗰𝘁𝗮𝘁𝗶𝗼𝗻𝘀. What steps do you think lenders should take to improve customer satisfaction in this competitive landscape? Let’s transform the lending experience together! 💡✨ #CustomerExperience #MortgageIndustry #Insait #AI #CustomerSatisfaction

🎯 𝗛𝗼𝘄 𝗰𝗮𝗻 𝘆𝗼𝘂𝗿 𝗼𝗻𝗯𝗼𝗮𝗿𝗱𝗶𝗻𝗴 𝗽𝗿𝗼𝗰𝗲𝘀𝘀 𝘀𝗵𝗮𝗽𝗲 𝘁𝗵𝗲 𝗲𝗻𝘁𝗶𝗿𝗲 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝗶𝗻 𝗹𝗲𝗻𝗱𝗶𝗻𝗴, 𝗯𝗮𝗻𝗸𝗶𝗻𝗴, 𝗮𝗻𝗱 𝗶𝗻𝘀𝘂𝗿𝗮𝗻𝗰𝗲? The way you onboard new customers impacts not just their first impression, but their entire journey with your business. Here are three key takeaways: 𝟭. 𝗙𝗶𝗿𝘀𝘁 𝗜𝗺𝗽𝗿𝗲𝘀𝘀𝗶𝗼𝗻𝘀 𝗠𝗮𝘁𝘁𝗲𝗿 A smooth, efficient onboarding builds trust and sets the stage for long-term customer satisfaction. 𝟮. 𝗦𝗽𝗲𝗲𝗱 𝗗𝗿𝗶𝘃𝗲𝘀 𝗖𝗼𝗻𝘃𝗲𝗿𝘀𝗶𝗼𝗻𝘀 Faster onboarding reduces friction, making it easier to convert leads into loyal customers—especially in competitive spaces like lending and banking. 𝟯. 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗘𝗻𝗵𝗮𝗻𝗰𝗲𝘀 𝗘𝗻𝗴𝗮𝗴𝗲𝗺𝗲𝗻𝘁 Tailored onboarding, through tools like AI-powered digital agents, keeps customers engaged and feeling valued throughout their journey. At Insait, we’ve developed an 𝗔𝗜-𝗽𝗼𝘄𝗲𝗿𝗲𝗱 𝗱𝗶𝗴𝗶𝘁𝗮𝗹 𝗮𝗴𝗲𝗻𝘁 that helps simplify complex processes, making it easier for teams to deliver a seamless experience. Have you thought about how AI could enhance your onboarding? We'd love to hear your thoughts! 👇 𝗟𝗲𝘁’𝘀 𝗰𝗵𝗮𝘁: • What’s been your biggest onboarding challenge recently? • How are you improving the customer journey in your industry? • Have you seen success using AI in other areas of your business? #Onboarding #CustomerExperience #DigitalAgent #CustomerJourney #Conversions #CustomerSatisfaction #Lending #Insurance #Banking #AI

Check Out Our July Newsletter! 🚀 This month, we’re excited to introduce our new voice-to-text feature for the Insait Digital Agent, enhancing inclusivity and accessibility for all. We also welcome Avner Firon as our new Head of Customer Success, kick off a customer segmentation project with a leading Midwest community bank, and celebrate a major contract with a top security solutions provider. Additionally, don’t miss insights from Yonatan Abrams on the complexities of building effective chatbot solutions. 🎉 Subscribe now to stay updated with the latest news, tips, and insights to enhance your AI journey! #AIMagicWithInsait #Inclusivity #AIInnovation #BankingTechnology #TechUpdates #AICustomerExperience #CustomerSuccessAI #ConversationalAI #FutureOfCX #AIagents #AIchatbots #VirtualAssistant #CustomerSuccess #SecuritySolutions #ChatbotDevelopment

We are excited to announce that Insait IO has been selected for the 7th cohort of the Insurtech Bootcamp! We're eager to collaborate with fellow innovative companies and work together to drive the insurance industry forward! 🚀 #insurtech #innovation #startup #insurtechisrael

Check Out Our June Newsletter! 🚀 This month, we’re thrilled to share a major new customer win in the digital insurance sector, a compelling case study, and key takeaways from the Financial Brand Forum. 🎉 Subscribe now to stay updated with the latest news, tips, and insights to enhance your AI journey! #AIMagicWithInsait #FinTech #AIInnovation #BankingTechnology #TechUpdates #AICustomerExperience #CustomerSuccessAI #ConversationalAI #FutureofCX #AIagents #AIchatbots #VirtualAssistant

The Financial Brand Brand Forum is next week ! Dan Novalis, our Head of US Growth, will be part of the The Financial Brand Forum - a dynamic event where industry leaders come together to explore the latest trends and innovations in the financial services sector. Connect with him at the Financial Brand Forum to dive into discussions about Insait's groundbreaking predictive analytics and AI agent solutions. Let's explore how data-driven insights can drive growth and innovation for your organization. Looking forward to connecting, networking, and sharing insights with you in Las Vegas! #Insait #PredictiveAnalytics #FinancialServices #DataAnalytics #Fintech #FinancialBrandForum #LasVegas #Networking

We're excited to announce that Dan Novalis has joined Insait as Head of US Growth! Dan is based in St. Louis, Missouri, and has spent the last 6 years as CEO of 2Novas, a marketing strategy agency for community banks. He has 20+ years of experience in marketing technology and digital data management, working with clients like Citi, Morgan Stanley, and over three dozen community banks and credit unions. Dan's role highlights Insait's commitment to the US community banking market, and marks a significant milestone in our growth. Welcome to Insait, Dan! #communitybanks #digitaltransformation #predictiveanalytics