Woven for Financial Services

Turn moments of doubt
into lifelong customers

Proactive AI agents to engage prospective and current customers across every high-stakes moment, recovering stalled sign ups, addressing trust concerns, and turning complex products into clear conversations.

Proven Performance

Demonstrated impact across the financial customer journey

80%
Increase in abandoned onboarding recovery
Helping applicants navigate identity verification & funding hurdles.
3X
Lift in free trial recovery
Proactively engaging users during high-intent trial periods.
2.5X
Lift in cancelled subscription recovery
Re-engaging at-risk accounts with personalized retention playbooks.

How It Works

How Woven Transforms Customer Engagement for Financial Services

Recover drop-offs

KYC, identity verification, and funding flows are where customers quietly disappear. Woven engages applicants the moment they stall and follows up across channels until they convert.

WTo: customer.emailSubject: Finish setting up your WealthGrow accountScheduled 9:00 AM

Hi customer.first_name,

I noticed you started setting up your WealthGrow account but didn't finish the account funding step. Your customer.application_status is currently pending. Based on your customer.investment_profile, I wanted to share a few options that might help you get started.

Generative Block

Recommend a **Conservative Growth Portfolio** or **Smart Portfolio** based on customer.time_horizon and customer.risk_tolerance.

Are you still interested in setting up your account, or do you have any questions about our investment options?

Build trust at moments of doubt

Trust is the product in financial services. Woven surfaces emerging concerns from real conversations and helps you respond, with personalized outreach, dedicated resources, or proactive re-engagement of at-risk customers.

Weekly ReportStalled Sign-Up Customer Insights

Mar 15 – 22156 convos analyzed

Top Theme“Trust & Security Concerns”

42%of drop-offs

Hesitant to link bank account
Unclear about FDIC insurance
Worried about market volatility

4-Week Trend+18%

Key Insight

Users are hesitant to link their primary bank accounts during the KYC/funding step without explicit reassurance about security.

Educate and recommend the right next product

Financial products are confusing, and customers rarely ask. Woven engages at the right moments, surfaces what each customer is actually trying to accomplish, and recommends the best fit with full context synced to your CRM.

Agent Process

1Analyze risk profile
2Check CRM data
3Match compliance playbook
4Formulate advice

Generated Response

“Hi Leo, I completely understand, investing for the first time can feel overwhelming. Since you're saving for a house down payment in 3 years, our **Conservative Growth Portfolio** is designed to prioritize stability. Would you like me to update your account settings to this?”

Update settingsSync to Salesforce

Built for the compliance bar of financial services

Woven was built from the ground up for regulated industries with the security, auditability, and data controls financial institutions require.

Enterprise Ready

Compliance-Grade Infrastructure
SOC 2 Type II, comprehensive audit trails, single sign-on (SSO), and granular role-based access controls to keep your data secure.
PII Redaction by Default
SSNs, account numbers, and EINs are automatically detected and redacted at the edge, ensuring sensitive data stays securely in your systems of record.
Brand-Safe Guardrails
Robust controls and strict playbook boundaries keep every conversation on-brand and fully within your compliance and disclosure requirements.

Integrations