Turn moments of doubt
into lifelong customers
Proactive AI agents to engage prospective and current customers across every high-stakes moment, recovering stalled sign ups, addressing trust concerns, and turning complex products into clear conversations.
Demonstrated impact across the financial customer journey
Increase in abandoned onboarding recovery
Helping applicants navigate identity verification & funding hurdles.
Lift in free trial recovery
Proactively engaging users during high-intent trial periods.
Lift in cancelled subscription recovery
Re-engaging at-risk accounts with personalized retention playbooks.
How Woven Transforms Customer Engagement for Financial Services
Recover drop-offs
KYC, identity verification, and funding flows are where customers quietly disappear. Woven engages applicants the moment they stall and follows up across channels until they convert.
- Instant trigger upon KYC stalling
- Multi-channel automated follow-up
Hi customer.first_name,
I noticed you started setting up your WealthGrow account but didn't finish the account funding step. Your customer.application_status is currently pending. Based on your customer.investment_profile, I wanted to share a few options that might help you get started.
Are you still interested in setting up your account, or do you have any questions about our investment options?
Build trust at moments of doubt
Trust is the product in financial services. Woven surfaces emerging concerns from real conversations and helps you respond, with personalized outreach, dedicated resources, or proactive re-engagement of at-risk customers.
- Real-time sentiment and concern tracking
- Compliance-approved security resource delivery
Stalled Sign-Up Customer Insights
“Trust & Security Concerns”
Users are hesitant to link their primary bank accounts during the KYC/funding step without explicit reassurance about security.
Educate and recommend the right next product
Financial products are confusing, and customers rarely ask. Woven engages at the right moments, surfaces what each customer is actually trying to accomplish, and recommends the best fit with full context synced to your CRM.
- Context-aware financial education
- Bidirectional CRM syncing for sales handoff
Built for the compliance bar of financial services
Woven was built from the ground up for regulated industries with the security, auditability, and data controls financial institutions require.
Compliance-Grade Infrastructure
SOC 2 Type II, comprehensive audit trails, single sign-on (SSO), and granular role-based access controls to keep your data secure.
PII Redaction by Default
SSNs, account numbers, and EINs are automatically detected and redacted at the edge, ensuring sensitive data stays securely in your systems of record.
Brand-Safe Guardrails
Robust controls and strict playbook boundaries keep every conversation on-brand and fully within your compliance and disclosure requirements.
Plug into your financial services stack
Woven integrates with the marketing automation, CRM, data, and engagement platforms financial services teams already rely on.
