With natural, human-like voice interactions, the tool guides users through a smooth, conversational experience—instantly assessing eligibility and suitability in real time. As the conversation flows, it accurately captures essential business information, reducing manual input, speeding up decision-making, and ensuring data is complete and consistent from the very first interaction.
From the information collected, the tool automatically transforms raw inputs into a clear, structured, advisor-ready summary. It highlights key facts, risks, and opportunities, and generates a practical action plan that advisors can immediately work from—cutting preparation time, improving consistency, and enabling faster, more confident next steps for both advisors and customers.
The tool intelligently analyses the information gathered from SMEs to identify their specific needs, challenges, and goals. Based on this analysis, it instantly signposts or refers businesses to the most relevant support, services, or funding options—ensuring timely, targeted guidance and helping SMEs access the right help without delay or unnecessary hand-offs.