Summary
Andrew Penner, founder and CEO of Milo, joins Brian Vieaux on FinTech Fridays to discuss their product and how it helps loan officers engage with consumers.
Milo is a platform that engages customers on a regular basis and monitors their activities to identify high opportunity prospects.
The platform provides branded home value reports to educate customers on their options and uses conversational AI to qualify customers and automate outreach on behalf of loan officers.
The goal is to help loan officers prioritize prospecting and maximize their impact.
The product development process includes direct engagement with consumers to collect feedback and improve results.
Keywords
Milo, loan officers, engagement, consumers, home value reports, conversational AI, prospecting, product development
Takeaways
Milo is a platform that helps loan officers engage with consumers and identify high opportunity prospects.
The platform provides branded home value reports to educate customers on their options.
Milo uses conversational AI to qualify customers and automate outreach on behalf of loan officers.
The goal is to help loan officers prioritize prospecting and maximize their impact.
The product development process includes direct engagement with consumers to collect feedback and improve results.
Chapters
00:00 Introduction and Meeting Andrew Penner
01:13 The Problem Milo Seeks to Solve
05:04 Metrics and Opportunities for Loan Officers
07:58 Branded Home Value Reports for Customer Education
10:04 Monitoring Customer Activities and Intent Signals
10:48 Maximizing Loan Officers' Impact through Prospecting
14:55 Product Roadmap and Conversational AI
22:00 Conclusion
