AI Bots for Financial Services

Maximise Revenue and Transform Client Experience with Bigfoot's Voice and SMS AI Bots.

AI Bots for Financial Services

Maximise Revenue and Transform Client Experience with Bigfoot's Voice and SMS AI Bots.

How our Bots Work.

At Bigfoot Digital, we use cutting-edge AI to help financial institutions unlock hidden revenue streams, dramatically reduce customer acquisition costs and build stronger client relationships that last. Our intelligent voice and SMS AI solutions work tirelessly behind the scenes, engaging prospects and nurturing clients through personalised voice and text interactions that generate measurable results.

Our bots use two simple ways to communicate with your prospects and clients:

Inbound and Outbound Voice Calls

Our advanced voice AI conducts conversations indistinguishable from your best team members, handling financial discussions with natural language processing that understands context, captures critical details and responds appropriately to client needs.

Custom-built. Small setup cost and monthly retainer.

CALL +1 (218) 300-1802 TO SPEAK TO OUR BOT

Text Messages

Our intelligent text messaging system creates personalised, compliant conversations that drive action, delivering timely reminders, application updates and promotional offers precisely when clients are most receptive.

Custom-built. No upfront costs. Pay only on results.

How our Bots Work.

At Bigfoot Digital, we use cutting-edge AI to help financial institutions unlock hidden revenue streams, dramatically reduce customer acquisition costs and build stronger relationships that last.

Our intelligent voice and SMS AI solutions work tirelessly behind the scenes, engaging prospects and nurturing clients through personalised voice and text interactions that generate measurable results.

Our bots use two simple ways to communicate with your prospects and clients:

Inbound and Outbound Voice Calls

Our advanced voice AI conducts conversations indistinguishable from your best team members, handling financial discussions with natural language processing that understands context, captures critical details and responds appropriately to client needs.

Custom-built. Small setup cost and monthly retainer.

CALL +1 (218) 300-1802 TO SPEAK TO OUR BOT

Text Messages

Our intelligent text messaging system creates personalised, compliant conversations that drive action, delivering timely reminders, application updates and promotional offers precisely when clients are most receptive.

Custom-built. No upfront costs. Pay only on results.

Benefits by Sector.

Mortgage Providers

  • Schedule consultations 24/7
  • Follow up on website visits automatically
  • Stay in touch with prospects throughout their decision-making process
  • Reach fixed-rate customers before their terms end

Personal Lending

  • Gather basic financial details from prospects
  • Alert applicants when they need to provide additional documentation
  • Follow up on incomplete applications systematically
  • Keep in touch with clients approaching end of loan terms
  • Provide quick answers about loan products

Debt Consolidation Services

  • Book initial consultations any time
  • Prequalify clients based on debt levels and income
  • Help clients understand their consolidation options
  • Follow up after initial consultations to ensure satisfaction
  • Easily reschedule missed appointments

Financial Planning & Investment

  • Schedule financial reviews 24/7
  • Send reminders about annual portfolio reviews
  • Follow up on retirement planning sessions
  • Provide basic information about investment products

Benefits by Sector.

Mortgage Providers

  • Schedule consultations 24/7
  • Follow up on website visits automatically
  • Stay in touch with prospects throughout their decision-making process
  • Reach fixed-rate customers before their terms end

Personal Lending

  • Gather basic financial details from prospects
  • Alert applicants when they need to provide additional documentation
  • Follow up on incomplete applications systematically
  • Keep in touch with clients approaching end of loan terms
  • Provide quick answers about loan products

Debt Consolidation Services

  • Book initial consultations any time
  • Prequalify clients based on debt levels and income
  • Help clients understand their consolidation options
  • Follow up after initial consultations to ensure satisfaction
  • Easily reschedule missed appointments

Financial Planning & Investment

  • Schedule financial reviews 24/7
  • Send reminders about annual portfolio reviews
  • Follow up on retirement planning sessions
  • Provide basic information about investment products

Explore How our AI Bots Can Transform Your Business Communications.

GET STARTED

Testimonials.

"I highly recommend Mark Woodcock, the Founding Partner and Managing Director of Bigfoot Digital. Working alongside Mark, I've been impressed by his expertise in AI, automation, SEO and intelligent bots, all of which he seamlessly integrates into powerful digital marketing strategies.

Under Mark’s leadership, Bigfoot Digital consistently delivers exceptional results, combining cutting-edge technology with a practical, client-focused approach.

His dedication to transparency and excellence makes him a valuable partner for anyone looking to enhance their digital presence and drive measurable growth."

- Declan Sluss, Founder of WebTech Systems (US)

"We've added additional mortgage approvals every month just from the after-hours bot catching calls we used to miss."

- Mortgage Broker

"The database reactivation bot found clients we hadn't spoken to in years who were ready to refinance now."

- Credit Union Manager

"Our debt consolidation consultations are fully booked three weeks out since we started using the bots to follow up with prospects."

- Financial Advisor

Benefits by Business Size.

Small Financial Firms

  • Never miss calls due to limited staff
  • Create the impression of a much larger operation
  • Manage client communication without hiring more people
  • Keep up with bigger competitors' response times
  • Focus your team on closing deals, not chasing leads

Mid-Size Institution

  • Handle busy periods without adding staff
  • Ensure consistent follow-up across all departments
  • Implement standardised application processes automatically
  • Improve employee work-life balance with no after-hours calls
  • Scale operations without proportionally increasing headcount

Large Organisations & Groups

  • Maintain consistent brand experience across locations
  • Standardise lead follow-up across all branches
  • Get detailed analytics on client communication
  • Efficiently distribute leads to appropriate departments or locations
  • Ensure no prospect falls through the cracks

Benefits by Business Size.

Small Financial Firms

  • Never miss calls due to limited staff
  • Create the impression of a much larger operation
  • Manage client communication without hiring more people
  • Keep up with bigger competitors' response times
  • Focus your team on closing deals, not chasing leads

Mid-Size Institution

  • Handle busy periods without adding staff
  • Ensure consistent follow-up across all departments
  • Implement standardised application processes automatically
  • Improve employee work-life balance with no after-hours calls
  • Scale operations without proportionally increasing headcount

Large Organisations & Groups

  • Maintain consistent brand experience across locations
  • Standardise lead follow-up across all branches
  • Get detailed analytics on client communication
  • Efficiently distribute leads to appropriate departments or locations
  • Ensure no prospect falls through the cracks

Explore How our AI Bots Can Transform Your Business Communications.