Call WinlyNo more long hold times. Every enquiry followed up.
Long hold times frustrate customers and push applicants to the lender who answered first. Winly answers every call at once, handles the common questions that clog your lines, books appointments and follows up loan and account enquiries.
From $99 a month · No contract · Live in days
Where your business loses customers today.
Long hold times
Customers wait on hold for simple questions, get frustrated and leave for another provider.
Loan enquiries go cold
Applicants who don't hear back quickly go to the lender who answered first.
Busy season overload
Tax season, month-end and payday bring spikes your team can't staff for.
A front line that's always available.
Winly answers the questions you approve, books the next step and knows when to hand over to a person.
See it working for your business- Common questions answered. Opening hours, branch locations, requirements, fees and how to apply, from information you approve.
- Appointments booked. Meetings with loan officers, advisers or accountants, booked into the right calendar.
- Enquiries followed up. Loan, account and service enquiries get a quick reply and a booked next step.
- Urgent issues routed. Lost cards, suspected fraud and locked accounts are sent to your official channels or team straight away.
- Reminders. Appointment, document and payment reminders by SMS or WhatsApp.
- No financial advice. Winly never gives investment or financial advice and never asks for passwords or PINs.
What happens when your customers call.
“I think my card was stolen.”
Winly directs the caller to your card-blocking line or transfers them to your team straight away.
“What are your loan requirements?”
Winly answers from your approved list and books a meeting with a loan officer.
“I need help with my tax return.”
Winly takes the details and books a consultation with an accountant.
“What's my account balance?”
Winly doesn't access accounts. It points the caller to your secure app or service line.
Works for banks, SACCOs and credit unions, microfinance and digital lenders, accounting and tax firms, financial advisers and mortgage brokers.
Phone, WhatsApp, SMS and website chat. One Winly.
Winly answers calls on the first ring, even when 20+ people call at once, and replies on WhatsApp, SMS and your website chat with the same knowledge of your business.
Phone calls
Answers on the first ring and calls customers back with reminders and follow-ups.
Replies instantly, books and sends confirmations in the app your customers already use.
SMS
Confirmations, reminders and follow-ups that reach any phone.
Website chat
Turns visitors on your website into booked customers, day and night.
Live in days, not months.
Tell us what customers ask
Your products, approved answers, booking rules and how urgent issues are handled.
We build and test Winly
Connected to your calendars, CRM, SMS and WhatsApp.
Forward your calls
Overflow, after hours or all calls. Your lines stop clogging.
Simple pricing. Paid back by one customer.
No contract. Cancel any month. Every plan is set up, trained and tested for you.
Answer
Never miss a call
+ $150 one-time setup
200 minutes (about 30 calls) · extra minutes $0.35/min
Everything to answer every call:
- Calls answered 24/7
- Questions answered and messages taken
- Call summaries and recordings
- Urgent calls transferred to your team
Book
Turn calls into bookings
+ $350 one-time setup
700 minutes (about 100 calls) · extra minutes $0.30/min
Everything in Answer, plus:
- Appointments booked in your calendar
- Reminder and follow-up calls
- SMS confirmations and reminders
- Connects to your CRM
Scale
Every channel, every customer
+ $750 one-time setup
1,800 minutes (about 275 calls) · extra minutes $0.25/min
Everything in Book, plus:
- WhatsApp and website chat
- Outbound campaigns for old leads and renewals
- More than one language
- Monthly results report
Smaller firms usually start with Book. Banks, SACCOs and lenders with high call volume, several branches or more than one language talk to us about Scale or a Custom plan. Minutes cover the time Winly spends on calls.
Straight answers.
Does Winly give financial advice?
No. Winly answers only from information you approve and books a meeting with your team for anything that needs advice.
Can Winly access customer accounts?
No. Winly doesn't access accounts or balances, and never asks for passwords, PINs or one-time codes. It points callers to your secure channels.
How does Winly handle fraud or lost cards?
It directs the caller to your official blocking line or transfers them to your team straight away, following the steps you set.
Will customers know it's an AI?
Yes. Winly introduces itself as your virtual assistant and says the call is recorded.
Can Winly handle high call volumes?
Yes. Winly answers 20+ calls at the same time, so customers aren't left on hold during busy periods.
How fast can we go live?
Usually within days for smaller firms. Larger institutions get a tailored plan. Book a demo and we'll give you a timeline.
Winly also works for
Every unanswered call is a customer for someone else.
Book a free 15-minute demo. We'll show you exactly how Winly would answer your business's calls.