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.
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.
" 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
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
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
Problem: Relying on teams for tasks like customer service, follow-ups, and document 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
