📋 Status: In DevelopmentThis use case is currently being developed with working demo flows and detailed implementation guides. Expected completion: Coming soon.

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Overview

Problem: Customers are not using their mortgage, savings, investment, and pensions correctly, leading to missed opportunities for both the customer and the financial institution. Solution: Wizflow enables financial institutions to provide comprehensive, automated guidance that helps customers optimize their entire financial portfolio. Impact: Higher product revenue on existing customers through better utilization of financial products.

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What You’ll Learn

When this use case guide is complete, you’ll discover:

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🎯 Business Challenge

  • Why traditional guidance approaches fall short
  • The cost of underutilized financial products
  • Customer experience gaps in financial advice

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🛠️ Wizflow Solution

  • Automated guidance workflow design
  • AI-assisted advice generation
  • Integration with existing financial data
  • Personalized recommendation engine

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📊 Implementation Details

  • Step-by-step flow creation
  • Required integrations and data sources
  • User experience design principles
  • Testing and optimization strategies

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📈 Expected Results

  • Revenue impact from improved product utilization
  • Customer satisfaction improvements
  • Operational efficiency gains
  • Implementation timeline and resources

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Preview: Key Components

The Digital Holistic Guidance solution will include:

Portfolio Analysis

Automated assessment of customer’s complete financial picture

Personalized Recommendations

AI-generated advice based on individual circumstances

Action Planning

Step-by-step guidance for implementing recommendations

Progress Tracking

Ongoing monitoring and adjustment of financial strategies
While you wait for the complete guide:

Get Notified

Want to be notified when this use case guide is ready? Contact us at support@wizflow.io with “Digital Holistic Guidance” in the subject line.

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Implementation Priority

Return: High
Complexity: Medium implementation
Timeline: 4-6 weeks typical implementation
Prerequisites: Customer data integration, AI assistant setup