Ignite Dialogue – An Intelligent Sales Engagement Platform

Component Driven Architecture

Improve the financial wellness of consumers and small businesses by discovering their needs and guiding them to wise selections of your bank’s products and services. This proven cloud-based technology platform, powers guided digital conversations specifically designed for consistent branch and mobile digital engagement. Dialogue significantly improves product adoption while dramatically improving customer satisfaction levels.

“Dialogue helps our bankers succeed and be confident with each customer interaction.”

EVP of Midwest Bank



  • Consistent Needs Discovery Conversations
  • Consistent and Accurate Recommendations
  • Improved Customer Satisfaction
  • Increased Team Customer Confidence
  • Higher Product Adoption Per Customer
  • Engaging Personal Interactions Customer Expect


Award-winning analytics providing actionable insights about the efficiency and effectiveness of digital guided conversations and as well as management visibility to product acceptance and profitability.





Consistent Conversations



Improved Customer Satisfaction

$ %


Million rise in annual revenue per $B assets

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Get in touch with our team to learn what brilliant customer engagement could look like for your bank.

customer engagement for financial institutions

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14755 Preston Road
Suite 400
Dallas, TX 75254