For financial services
Applications, accounts, documents and service requests live in different systems. VYG puts each applicant and member in one profile, follows up on every unfinished application, and puts a real person on the ones that stall.
The problem
Which documents do I need? Will this affect my credit? Applicants who hit a question with no one to ask save it for later, and later often never comes. A text from a person gets them past it.
The VYG universe for financial services
Earth tracks each applicant and member across systems. Jupiter runs application and onboarding flows. Venus texts applicants as your institution. FDE connects your origination and core systems.
Applications, documents, accounts, appointments and messages in one timeline.
Flows for unfinished applications, missing documents, account funding and cross-sell.
Agents text applicants who stopped halfway, answer their questions, and send them back to finish.
Our engineers connect your loan origination, account opening and CRM systems, scoped with your compliance team.
Integrations
Financial systems are connected with you during setup. Marketing and messaging connectors are live today.
Loan origination
Core banking
CRM
Documents and identity
Website & marketing
Anything else
Live connects today. Beta is available to beta customers. Built with you means our forward deployed engineers connect it during setup through its API, webhooks or exports. Don't see a system you use? If it has an API, we can connect it.
Jupiter, in practice
Jupiter / Flows / Unfinished application
Earth, in practice
YouWhich applications stalled at document upload this week?
EarthEach applicant and the missing documents, handed to follow-up.
YouWhich new accounts haven't been funded after 14 days?
EarthThe list, with a funding reminder flow ready.
YouWhose auto loan is in its last year?
EarthMembers ready for a refinance or next-vehicle offer.
Venus, in practice
Hi Dana, this is Chris from Summit Credit Union. I saw you started an auto loan application. Anything I can help with before you finish?
what documents do I need? I don't have my pay stubs handy
Your last two pay stubs or a recent bank statement both work, whichever is easier. Your progress is saved, so you can pick up right where you left off.
ok I'll finish it tonight
Application completed
Example conversations and flows. Names and details are made up.
More ways to use it
Account opening
Agents follow up with people who started opening an account and stopped before funding it.
Documents
Agents remind applicants which documents are still outstanding and how to upload them.
Appointments
Agents book calls with your advisors, or with credentialed specialists we bring in for the right programs.
FAQ
Yes. For the right clients we bring in specialist agents, and people with the titles and credentials the work calls for, as your program needs them. We scope it with you during setup.
No. Agents text as your institution and follow your approved language and policies.
No. Most institutions start with one piece, usually Venus on the conversations that stall or Earth to pull their data together, and add the rest when it makes sense.
Every setup is a little different, so our forward deployed engineers scope it with you on a short call, connect your systems and build the first flows. Book a demo and we'll walk you through what it looks like for you.
It depends on your volume and which products you turn on. Book a demo and we'll walk you through it.
Related: Healthcare, Insurance, Legal, or see every industry.
VYG.AI
VYG puts one profile and a real person behind every unfinished application, so more of them make it to the finish.