We never stop advancing what technology can do for you! Check out the latest areas we’re working on:
Fee Navigator core
(merchant statement analysis, pricing, proposals)
In order to better serve you, we are changing the way you upload statements. In the past, it used to be Upload –> Results. While this benefited the speed of experience, it left a lot to be desired for other capabilities many of you had asked for: data intelligence, understanding the prospect’s current stage in the sales cycle, and gathering their contact info so you may contact them directly from the platform.
Well, in the next month or two we’ll change the flow to Upload –> Merchant Data –> Results. Instead of having AI come up with the merchant data for you, it will assist you to complete the key details we’ll need for a smarter solution: their name, industry, contact details including email and mobile, as well as zip code.
Furthermore, we will update the way History works so that you’ll be able to perform aggregate analyses/proposals across many statements belonging to the same statement – e.g. 3, 6, 12 statements etc. You’ll be able to aggregate them into one as a SUM or AVG. You’ll also be getting some further insights about each merchant.
The current comparison functionality will be retired and a new one integrated in the new History mechanism. You’ll be able to pick any two completed analyses/proposals for a merchant, and do a comparison. This way, after you’ve switched the merchant to your company, you’ll be able to show them a detailed comparison, increasing their loyalty to you.
Lastly, instead of sending PDF/Excel/Word proposals, you’ll be able to send temporary links via email/cell. These are special links that are geo and time-tracked, and for which you’ll be able to configure their expiration as # of days or # of views. Every time a merchant clicks that link, you’ll know so you may engage with them when they are thinking about your offer.
AI Virtual Agent
(AIVA – newest offering)
AIVA aims to help business-level professionals create full data apps in minutes, without developers. You design your experience, copy two lines of code and put them on your website. Done!
If you wish you had a way to actively engage a prospect or customer from “hello” on your website or landing page to completely fulfilling their need in seconds, then AIVA is for you. Customer data and your data comes together, gets processed according to your logic, then it’s sent to your CRM, application system etc. (oh by the way – you can now create instant applications, calculators etc however you desire).
Our release process is continuous. We’ve added a lot more capability in the past couple of weeks including:
- option to mask entries in text/number inputs
- visually present information as a gauge with configurable zones and needle indicators (e.g. show effective rate vs market as good/avg/bad etc — see an example on the main AIVA on feenavigator.com – the button under the video)
- better tracking of visitors
- using (or not) tooltips, with full configuration on their appearance
- advanced retry capabilities to your designated webhooks/zapier etc.
- added an embed control so you can add capabilities outside of what we offer – e.g. payment button etc
- added image and video activation inside flows
Coming up: arbitrary document uploads, and then full API orchestration.
If you’d like to see how AIVA amps your business, be sure to book a demo at https://www.feenavigator.com/book-demo
Exciting times, stay tuned for more!!
