Import the finance book
Clean and structure customer, vehicle, agreement and payment data from an authorised dealer export.
An automotive finance-renewal prototype built to turn customer agreement data into timely, personalised follow-up journeys. LIA understands renewal stages, supports WhatsApp-style conversations and records interest, objections and appointment intentions for the sales team.
Developed prototype · Demonstration or pilot access by arrangementFinance renewals are easily overlooked until customers are already shopping elsewhere or the message arrives at the wrong point.
A practical journey shaped around how dealership teams actually work. The final deployment is tailored to the systems and permissions available.
Clean and structure customer, vehicle, agreement and payment data from an authorised dealer export.
Identify customers at defined contract milestones, with relevant outreach journeys and safeguards.
Combine approved templates, customer context and optional language AI to support natural conversations.
Track replies about timing, payments, vehicle preferences, callbacks, objections and explicit opt-outs.
Present the relevant history and appointment intent for a suitably authorised colleague.
This interaction illustrates the kind of customer context and adviser control designed into the prototype. It is not a live channel connection.
The system helps keep a consistent record of customer needs, an appropriate response, the next task and any adviser approval required.
Request a walkthrough →A substantially developed prototype with an interactive conversation tester. Live WhatsApp sending, calendar bookings and a complete production CRM connection have not been verified and require scoped integration.
Request a focused walkthrough, ask about suitability or explore a scoped pilot.