Automated Client Onboarding and sales CRM

Meet Mystro, the AI powered client onboarding platform for brokers.

AI CRM for financial and insurance industries
.
Get AI 
agents to do your tasks
Scale
your business faster
.

all of your client onboarding, Sales and marketing Tools under one roof.

Mystro is the first-ever all-in-one platform that will give you the tools, support and resources you need to run a modern financial services or insurance business.

Forms
Documents
eSign
Client data collection
Pipeline management
AI Agents and Automations
Sales and Marketing CRM

Data Collection.

Problem: Collecting and verifying application forms and supporting documentation from clients has always been a pain! The process drags on for ages as clients send incomplete information and the wrong documents.

Solution: Mystro streamlines the entire process, turning complex tasks into a smooth experience. It guides customers through forms, ensures accurate information, generates tailored document checklists, and automatically validates uploads, reducing errors, income loss, and liability.

Forms
Documents
eSign

" I have explored every single Client Onboarding and Data Collection service provider. I believe Mystro is the most flexible, easy to use and feature-rich product on the market today "

Bernard Desmond

Mortgage Broker

Automations and workflows

Problem: Many CRMs provide basic automation, but finding one that offers comprehensive, end-to-end solutions can be challenging.

Solution: Mystro workflows enable you to easily onboard clients, collect forms and documents, send targeted marketing campaigns, streamline processes, and efficiently manage teams. Mystro optimises every phase of the customer journey, from marketing to post-settlement.

"Mystro has significantly increased the volume of finance applications our business receives and improved our customer and employee experience"

Liz Somers

Head of Strategic Growth

Sales CRM

Problem: Integrating sales, marketing, and external data providers is challenging. This complexity can hinder your business's efficiency and growth if not properly managed.

Solution: Mystro brings all essential tools under one roof, eliminating the chaos of disconnected systems. It allows your sales, marketing, onboarding, and compliance to communicate seamlessly, boosting productivity and efficiency.

"Mystro is truly a game-changer, and we can't even imagine what our 'Digital Customer Journey' would look like without it"

Suvidth Arora

CEO

AI Agents

Problem: Relying on teams for tasks like customer service, follow-ups, and data validation is not only costly but also unsustainable. Valuable human resources are occupied with monotonous tasks instead of focusing on revenue-driving activities like sales.

Solution: Mystro enhances your team with custom AI agents for customer service, data collection, lead generation, and CRM management. This allows your skilled workforce to concentrate on high-impact, revenue-generating activities while AI takes care of the rest.

"Mystro team built more intuitive tech than we ever thought would be possible"

Sean Murphy

Director

Services you can rely on

Expert
Support
Bespoke Configuration
Data
Migration
On-demand training
2000+ integrations
Custom development

Mystro delivers

I needed a more efficient way to gather client information and integrate with Equifax. Mystro increased capacity through automation.
Mystro is easier and better than most platforms. It has increased the volume of deals, and I love seeing the real-time client onboarding progress bar, which helps me know who to follow up with.
I wanted to simplify and automate the client onboarding process, and Mystro made it easier to onboard clients and manage referral partners. It also solved issues I had with my current aggregation software.
I needed a CRM and work management system, and Mystro proved invaluable. It streamlined our workflow and improved the speed of our work, freeing up more time for other important tasks.
I began using Mystro because I wanted a more client-friendly fact-finding and document portal than what my aggregator CRM offered. It has significantly enhanced my staff's efficiency in handling supporting documents.
Mystro has allowed us to evolve our loan application process and enabled us to be able to do more than one thing at a time.

Book a personalised
demo today.

Onboard new clients faster
Easily automate operations
Scale your brokerage

Book a demo