Toonimo for Financial Services

Guide customers and employees through complex financial applications with real-time audio-visual walkthroughs.

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Industries

Financial Services

Reduction in support calls

challenges we solve

Complex regulatory workflows that frustrate users

High call center volume for routine tasks

Long onboarding times for new financial products

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Self-service adoption

Typical client outcomes

5.4%Account Enrollment

5.9%Online Banking Registration

6.9%Loan Application

6.3%Call Deflection

9.2%International Fund Transfers

5.4%Account Enrollment

5.9%Online Banking Registration

6.9%Loan Application

6.3%Call Deflection

9.2%International Fund Transfers

*Data compiled from a sample of 50 clients that avg 2,500 users or more per application

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How Toonimo helps Financial Services

Toonimo significantly lowers the number of incoming support requests by simplifying the user 'Touch Point.' This point can be the login, the registration page, or any other point drawing confusion with the user. Toonimo also provides detailed real-time explanations and interactive guidance for the user to navigate through complex funnels and other complicated stages. It does this by offering real human voice walkthroughs with personalized messaging. For example: Bills and statements are explained with a combination of both real human voice guidance and graphical coach marks.

Financial Services challenges we solve

Common digital adoption pain points in financial services - and how Toonimo addresses each one.

High Support Costs

This generates high churn and user confusion.

Complex and Confusing Online Experience

Results in high churn and high levels of attrition.

Limited Self-Service Features

Users prefer to solve problems by themselves.

How Toonimo helps

Step-by-step guidance for account openings and applications

Automated form fill via RPA for complex financial documents

Compliance training walkthroughs for employees

Accessibility widget for ADA/WCAG compliance

Common use cases in Financial Services

Toonimo addresses these scenarios across your financial services operations.

Financial reportsForm fillingOnline Banking RegistrationWire transfersBill explanation / Account SummaryProduct explanationLead generationPlans comparisonLoan applicationsCredit Cards

Expected results

45%

Reduction in support calls

Self-service adoption

60%

Faster onboarding

Expected results

Toonimo addresses these scenarios across your financial services operations.

+45%

Adoption uplift

Lower support cost

Faster onboarding

Compliance coverage

Frequently asked questions

How can Toonimo help me with these challenges?

Does Toonimo support an on-premise configuration?

Toonimo offers full-service implementation of the software by providing the option for on-premise installation. Full professional services are also provided as needed.

Could I deliver a personal message for every user?

Toonimo allows for personalized messages to be delivered for logged-in users or for new users. This bridges the gap between the support function and the user by making it a more personal experience, thereby driving up brand loyalty.

Could I track and monitor the change in my website's customer experience?

Toonimo operates an innovative platform that offers clients unfettered access to an analytics dashboard. There you will be able to see precisely how Toonimo is reducing your incoming calls and queries, and how your customers are solving their own problems on site. Within the analytics page you are able to track conversion rates, bounce rate, time on page, click-through rate, and see how many people finished the walkthrough.

Does Toonimo's solution involve technical resources from my IT Division?

The implementation of Toonimo's solution is quick and easy. You simply copy and paste a single JavaScript code line onto your webpage and you're done. No technical skills or expertise are required.

Ready to transform financial services?

See how Toonimo can drive digital adoption in your financial services organization.

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