Automated Data Enrichment

Leverages a third-party integration to securely pull user banking information in just a few clicks, reducing the time needed for users to locate and manually submit sensitive details as well as removing the chance of error.

Personalization

Applies user-submitted info to future steps to personalize the questions, flow, and final experience to the specific user persona.

Gamification

Uses a determinant progress bar to foster a feeling of accomplishment while communicating how much the user has progressed towards finishing the flow in a way that reduces user dropoff due to uncertainty.

Summary & Confirmation

Displays a summary on the final step which enables users to review, confirm, and easily edit the information that is essential for the proper use of the product.