Mystro is a secure data collection tool to build and optimise client onboarding experiences for finance and insurance professionals. Easily create customer onboarding workflows, collect leads, forms and documents.
Onboard clients quickly with less stress using highly personalised and intuitive experiences to enable higher conversion rates and satisfied customers.
Create conversation-style data collection experiences with exceptional conversion rates.
Mystro enables you to take people on a personalised journey using storytelling to making client onboarding a breeze.
Document collection has never been easier. Quickly specify documents you wish to collect from clients or automatically generate document checklists based on information provided by clients.
Mystro accurately collects documents, sends reminders and guides your clients through the process. It just works.
Onboard clients faster with Mystro proprietary signature solution that let you turn your PDF's into Mobile Friendly Forms and triple your conversion rates.
Get more leads with powerful and easy-to-use lead generation chatbots.
Tailor your chatbot’s flow for different web pages, and depending on visitors’ answers, qualify them immediately, book appointments or seamlessly initiate the data collection workflow.
Mystro customers are mortgage brokers, finance brokers, insurance brokers, lenders, accountants, legal professionals, and any business that needs to qualify leads, collect client information such as Fact Find or application forms, supporting documents, and signatures.
If your business depends on collecting client information such as Fact Find, application forms, documents and signatures, you will instantly experience a huge reduction in data collection times, increased data quality and client satisfaction while having more time to focus on serving clients and growing your business.
Conversational data collection provides enjoyable and guided experiences for your clients to submit their information on any devices using a beautifully branded and guided client experience. Clients can pause and resume precisely where they left off at any time on any device.
Of cause! Faster and easier than any solution on the market. Our industry-leading document collection technology helps over 2000 businesses to collect documents from their clients on auto-pilot. Collect a single document, or 1000 documents, create templates, automatically generate document checklists based on client information and substantially reduce document collection cycles while improving the speed and accuracy of documents collected.
For sure! Add single line of code to your website for complete integration. Using Mystro Visual mapping tools, you can easily connect Mystro data collection workflows and lead bots to any call to action button on your website or point directly to a unique URL.
Of cause. Export client information to one or more of our integration partners (such as Salestrekker, Illion etc.) or connect Mystro to Zapier to trigger data collection workflows or export to over 3000 applications such as Active Campaign, Mailchimp, Zendesk, Google Docs and many more.
Really easy. Start your free trial, select from a range of pre-configured app templates and begin onboarding clients with a click of a button.
Join us as a technology partner and get access to our engineering team to help you create and launch custom solutions for your business and clients or build custom integrations with Mystro products.Get in touch
"Mystro is a staple part of our lending business, so much so that we have now expanded it into our other financial services businesses too. Every other software solution we consider must work with Mystro, or we do not move forward with it."
Director at Haines Wilson
"We would not be able to operate our business as smoothly and effectively as we do without Mystro"
Managing Director of Borro
"Mystro is such a user friendly & great product. Our clients are amazed by how easy & convenient it is to use."
Invest Bule Financial Advice
Automate client onboarding without sacrificing security. Mystro protects your data with encryption during the transit and at rest, secure SSL connections and data centres that comply with HIPAA, GDPR, and more.Book a demo