Pre-qualification
Captures the right qualifying details for your service — loan amount, business size, income range, asset class — without ever quoting a number.
Industries · Financial services
AI agent for mortgages, accountants, and advisors — pre-qualify without giving advice
Convia handles intake, pre-qualifies leads, collects documents, and books meetings — with strict guardrails that keep your firm compliant.
No credit card required. Train and test free.
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Financial services is a category where an AI cannot freelance. You can't have a chatbot quoting mortgage rates, giving tax advice, or estimating insurance premiums. But you also can't have your senior brokers, accountants, and advisors spending half their day on triage. Convia handles the entire pre-meeting funnel — intake, qualification, document collection, scheduling — with hard guardrails on anything that resembles advice.
What it handles
Six things a Convia agent does for financial services
Document collection
Asks for the documents you need (income proof, tax returns, ID) and accepts uploads directly in the chat — feeding your existing intake workflow.
Meeting scheduling
Books straight into the right specialist's calendar — broker for mortgages, accountant for tax, advisor for portfolios.
Compliance guardrails
Convia never quotes rates, never advises on investments, never makes coverage promises. Anything resembling advice escalates to a regulated human.
Specialist routing
Multi-broker / multi-advisor firms: Convia routes inquiries to the right specialist based on the client's situation and that specialist's availability.
Regulated topic awareness
We ship a keyword set covering advice, suitability, complaints, and vulnerable-client signals — each triggers the appropriate escalation flow.
How it actually works
A day with a Convia agent on your financial services site
A homeowner messages your mortgage-broker site at 10pm asking about refinancing. Convia explains it can't quote rates without a full assessment, captures the loan amount and current rate type, and books a 15-minute call with the right broker tomorrow morning.
A small-business owner asks your accountancy firm whether they can help with their VAT return. Convia confirms the scope, captures business size and reporting frequency, and routes to the right partner.
A prospective insurance client asks about home cover. Convia explains it can't quote, asks the property details, and books a callback with the right specialist.
Every conversation is logged with the captured details, the documents uploaded, and the escalation point — giving your compliance team a clean audit trail.
Why Convia
The differences that show up in your reviews
Never quotes rates, premiums, or returns — strict by default
Captures the qualifying details your specialists actually need
Document upload directly in the chat, with virus scanning on enterprise plans
Specialist routing across brokers, advisors, and accountants
Compliance-friendly audit trail of every conversation
Multi-language for cross-border and immigrant client bases
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Trusted in production
Real businesses run their messages and their posts through Convia
Hotels and residences, real-estate offices, salons, and social media agencies use Convia in Turkish and English — each with its own knowledge, tone, and brand.
Official Meta APIs
Instagram and WhatsApp connect through Meta's official APIs via Zernio, a Meta Business Partner. No scraping, no password sharing.
You hold the keys
Channels connect over OAuth. Revoke Convia's access from Instagram or Meta Business Suite whenever you want.
Encrypted and isolated
TLS 1.2+ in transit, AES-256 at rest, and every request ownership-checked against your own account.
No lock-in
Monthly billing, cancel anytime, and a 7-day refund on your first month.
FAQ · Financial services
Common questions before you launch
- No — that's the line we don't cross. Convia is configured to decline advice, suitability statements, and any specific recommendation. It captures intent and books a meeting with a regulated human.
Launch a Convia agent for your financial services business
Free to train and test. Pay nothing until your agent is live and answering real customers.