Every Missed Call Followed Up. Every Lead Captured.
Answers texts and messages 24/7. Missed calls get a text back. Handles account inquiries, schedules loan consultations, qualifies new customers.
SalesPartner
Banking Assistant
- Texts & Messages Answered
- 24/7
- Saved Per Week
- 12+ hrs
- Missed Call to Text Back
- ~1 min
- Texts & Messages Answered
- 24/7
- Saved Per Week
- 12+ hrs
- Missed Call to Text Back
- ~1 min
Grow Deposits.Don't Lose Leads.
It's Saturday afternoon. A prospect calls about opening a business account. Instead of silence, they get a text back, answers, and a Monday appointment booked.
Calls stacking up at the branch?
After-Hours Opportunities Lost
Customer wants to discuss a mortgage at 7 PM. They call your branch, get voicemail, and apply with the bank whose app lets them start immediately. You never knew they called.
Branch Staff Stretched Thin
Peak hours mean long wait times. Customers in line need attention. Phones keep ringing. High-value prospects give up and leave for competitors who answer faster.
Same Questions, Every Day
Branch hours? CD rates? Loan requirements? Wire transfer fees? Your team answers identical questions hundreds of times while relationship-building takes a back seat.
Digital Banks Are Winning
Neobanks offer 24/7 service through apps. Your customers expect the same availability. Being closed evenings and weekends feels outdated to younger account holders.
Your Sales Partner for Banking
Every channel covered. Handles inquiries however customers reach out.
Texts Back Every Missed Call
Calls ring your team. If you miss one, the caller gets a text back within a minute. SalesPartner asks your questions and books the appointment by text.
Knows Your Products and Rates
Learns your offerings from your website. Shares current rates with customers. Rate changes on your site? The assistant knows right away.
Books Appointments 24/7
Checks your bankers' calendars, offers consultation times, confirms appointments. Customer texts at 9 PM about a home equity line? Meeting's booked before morning.
Qualifies Prospects First
Credit range, employment status, account needs, timeline. Every lead is screened so bankers spend time with serious prospects, not tire-kickers.
You Build Relationships. We Handle the Follow-Up.
Capture After-Hours Opportunities
Evenings and weekends are when customers have time to think about finances. Every message gets answered, and missed calls get a text back.
Free Your Team for Relationships
Routine questions handled automatically. Your bankers focus on high-value conversations that build lasting client relationships.
Compete With Digital Banks
24/7 availability without 24/7 staffing. Customers get the responsiveness of a fintech with the trust of a traditional bank.
Grow deposits. We handle the follow-up.
The Full Platform
Everything you need to handle banking leads
Conversations
Natural conversations via text, email, WhatsApp, Messenger, Instagram, Telegram, and web chat. Sounds like your team, not a robot.
Scheduling
Automated appointment booking with bankers, loan officers, advisors.
Lead Qualification
Credit profile, account needs, timeline screening. Know who's serious before the meeting.
Missed Call Text-Back
Calls ring your team. A missed call gets a text back within a minute.
Omnichannel
Text, email, WhatsApp, Messenger, Instagram, Telegram, web chat. One inbox for all conversations.
Visual Intelligence
Understands documents and images customers send for loan applications.
Analytics
Track inquiry sources, response times, and conversion rates.
Lead Intelligence
The signals that matter attached to the lead, before your team picks up the phone.
Team Handoff
When a thread needs a person, it lands with your team right away.
Self-filling CRM
The contact record is written as you go. Nobody spends the evening on notes.
Works With Your Tools
Connect your CRM and calendar in minutes
Questions from Banks & Credit Unions
What It Really Costs
- •Benefits add 20-30% on top
- •Limited to 40 hrs/week
- •2-3 months before productive
- •Sick days, PTO, turnover risk
- ✓Works 24/7/365
- ✓Productive from day one
- ✓Handles unlimited leads
- ✓Never calls in sick
Per employee. One SalesPartner handles the work of multiple hires.
Ready to capture more leads?
Talk with our team. See how SalesPartner handles your leads.
Book Intro Call