KALEIDOFIN

ki compass — journey demo

Choose a market, a journey and a persona · type or tap like a customer would

STARTS FROMOutreach goes only to numbers the bank already holds with consent; STOP always opts out.

Demo notes: ABC Bank and every customer are fictional; amounts and rates are illustrative. Identity and bank details are never typed into chat: deep links open the bank’s secure page inside WhatsApp, data is encrypted in transit, stored in the bank’s vault in-country, and nothing is retained in the chat thread. Soft credit checks never affect a score. Every completed journey ends with an answer: an offer, or a reason with a path back.

ki compass — journey demo

Lead generation — new customer

Cross-sell — existing customer

Stalled application

Behind the scenes