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Reimagine onboarding, lending, financial health checks, and advisory workflows in one no code platform. Banks handle a wide range of customer journeys every day. From opening accounts to reviewing loan applications, running affordability checks, offering investment guidance, and helping customers strengthen their financial wellbeing, each of these processes depends on accurate data, clear communication, and fast decision making. Many of these journeys still include manual steps, inconsistent handovers, and long processing times that create friction for both customers and staff. Wizflow gives banks the ability to digitise and optimise these journeys with no code flows that adapt instantly to changing customer needs and regulatory requirements. Teams can test improvements, introduce personalisation, and guide customers through complex decisions in a structured and user friendly way. Below is a simple example that demonstrates how banks can use Wizflow to support financial wellbeing.

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Example: Emergency Fund Planner

The flow starts by asking for the customer’s monthly income, existing savings, and the timeline they want to reach their goal. Customers also enter their location so that the system can use the appropriate inflation context. This creates the foundation for a personalised savings plan.
Using the inputs provided, the system calculates:
  • A savings target based on income
  • The remaining gap between the target and current savings
  • How much the customer needs to save each month to reach the goal
  • An inflation adjusted buffer that keeps the savings plan realistic
This turns raw financial data into concrete and practical guidance.
The flow then displays a clear summary that explains what the customer needs, how long it will take, and which actions can help them stay on track. The experience is designed to be accessible for all financial literacy levels, strengthening trust and engagement.
Where possible, the flow uses external data sources to make its guidance more relevant. A webhook can retrieve inflation rates based on the customer’s region, and internal financial models can provide baseline calculations. This ensures recommendations feel personalised and up to date.
Customers can leave their email to receive a personalised PDF summary, allowing the bank to re engage them later with additional tools and advice. If they choose not to share an email, the flow simply concludes and redirects them to continue browsing.
The final message confirms that the plan is complete and encourages the customer to take their next step. For the bank, the interaction becomes a starting point for personalised financial coaching, automated nudges, or product recommendations that match the customer’s needs.

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Why it matters

Wizflow helps banks deliver personalised digital experiences that are quick to build and easy to maintain. Customers receive clear guidance that supports smarter financial decisions. Banks gain a flexible and scalable platform for improving financial wellbeing, reducing operational workloads, and offering modern services without relying on development cycles. This example represents only one of many journeys Wizflow can power. The same principles apply to onboarding, lending applications, financial health checks, investment suitability, and a wide range of advisory and servicing flows.