Embedded Financial Education
You're making a difference, but your customers still have questions. SmartPath allows you to offer them targeted education without ever leaving your platform.
How It Works
What's Your Trigger?
We've found people want education and support at specific times. Identify your event and desired outcome and let us do the rest.
Now Let's Engage
Our conversational UI is interwoven with engaging videos and generates actionable recommendations, creating a truly personalized experience for users.
Here's Your Data
Our API allows you to receive realtime engagement insights and responses from your users. You can then leverage this data to drive business objectives and deepen customer relationships.
Exceptional results for extraordinary need.
Education in action drives change. Our numbers speak for themselves.
- User Adoption
- Experience Completion
- Helpful Rating