Mystro is the all-in-one platform that will give you the tools, support and resources you need to run a modern financial services 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.
🙁 Problem: Some CRMs provide basic and outdated workflow management tools, but finding one that is simple, perfectly fits your business, and offers comprehensive, end-to-end solutions can be challenging.
😊 Solution: Mystro workflows enable you to stay compliant, automate and systemise critical processes, and perform actions such as checking credit scores, downloading bank statements, generating compliance documents, and much more with the click of a button.
🙁 Problem: Managing and automating deal pipeline has always been a challenge for many businesses. The lack of customsation and flexibility created more problems rather than solutions.
😊 Solution: Mystro's unlimited pipeline customisation enables brokers to manage their workflows more effectively, collaborate with team members and other stakeholders, and automate core processes while providing outstanding team member and customer experiences and staying compliant.
🙁 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 powerful automation sequences and custom AI agents for customer service, data collection, lead generation, deal management and marketing. This allows your skilled workforce to concentrate on high-impact, revenue-generating activities while Mystro takes care of the rest.
