AutoConverse - Finance

What is AutoConverse?

AI chat built for comparison sites, powered by your content

Meet AutoConverse, the most advanced AI agent for financial comparison websites. Using the latest large language models, we automatically respond to customer questions with accurate, compliant answers based solely on your content, 24 hours a day, 7 days a week.

85%

of all customer conversations lead to a possitive outcome

more leads than traditional human live chat

24/7

availability delivering accurate answers around the clock

100%

fully managed so your team can focus on conversions

FCA

compliant responses grounded in your approved content only

<10 min

to go live with just a simple code snippet on your site

How it works

From sign-up to leads in three steps

We set everything up

Our team ingests your website content, product data and approved compliance materials to build your AI's knowledge base. We configure your data collectors, connect your CRM, and provide a simple code snippet for your site - you don't need to do a thing.

Instant, compliant help

AutoConverse handles real enquiries around the clock - from rates and eligibility to product comparisons and application guidance. It collects visitor details, answers questions using your approved content, and guides them towards the right outcome.

Qualified leads to CRM

Every enquiry is categorised by product interest and routed directly into your CRM with full conversation context. Your team gets qualified, actionable leads ready to convert, not raw chat transcripts.

Compliance first

Responses are grounded entirely in your approved content. No hallucinations, no off-script answers, just accurate information your compliance team can trust.

Financial services specialists

Built for the nuances of financial comparison. We understand complex product ranges, regulatory requirements, and what makes visitors convert.

Based in the UK

Headquartered in the UK with a deep understanding of financial markets, we also work with partners internationally. Local expertise, global reach, and a team that responds to your needs fast.

Fanatical support

We respond to support tickets in minutes, not days. Our team is committed to your success and always just a call or message away.

AI experts

Advanced AI and machine learning technology, constantly pushing the boundaries of what's possible in financial conversational AI.

We own our technology

Everything is built in-house. Customer feedback drives our roadmap, and new capabilities ship in days, not quarters.

Powerful reporting

Gain deep insights into visitor behaviour with transcript analysis and get alerted to content gaps on your site instantly.

CRM integration

Seamless integration with Salesforce, HubSpot, and more, or a custom integration built to your exact workflow.

Frequently asked questions

What is AutoConverse?

AutoConverse is an AI-powered replacement for human-led live chat, built specifically for financial comparison websites. It answers visitor questions using your approved content and data sources, helps users compare products and guides them through to application. It operates 24/7, 365 days a year and is constantly getting smarter as it processes more conversations.

Does the system run 24/7?

Yes. Because AutoConverse is powered by AI, it's available around the clock. Traditional live chat staffed by contact centres often isn't available when your visitors want to engage. In fact, a significant proportion of chats happen outside of business hours. Your AI agent is ready and waiting for every one of them.

Can it be tailored to my site?

Absolutely. The information your AI agent provides is entirely controlled by you. You set the tone, the level of detail, and the approved content it draws from. Many of our clients switched to AutoConverse after previous chat providers created compliance issues by giving out incorrect or unapproved information. With AutoConverse, every response is grounded in your content and your visitors get a trustworthy experience.

Do the leads actually convert?

Our early results show that around 50% of all chat conversations convert into qualified leads. AutoConverse only passes a lead to your team when the visitor has genuine intent to proceed, so your sales and operations teams aren't wasting time on low-quality enquiries like generic questions that don't lead anywhere.

Is it easy to set up?

There's no lengthy implementation process. AutoConverse can be added to your site with a simple code snippet in under ten minutes. We handle the setup of your knowledge base, data collectors and CRM integration, so your team doesn't need to lift a finger.

Where are you based?

AutoConverse is a UK-based company, with our technology built and supported by UK-based experts. We also work with international partners. Our team has deep experience in financial services and technology, so you're in safe hands.

What kind of reporting do you offer?

You always have full access to your chat history and conversation transcripts, so you can see exactly what your visitors are asking. This helps your marketing and product teams understand customer intent, identify content gaps on your site, and optimise your comparison journeys based on real visitor behaviour.

AI chat for financial comparison sites, already proving results

Our lead pilot partner

Early results from the pilot