Wizflow Information

Wizflow enables teams the power to build, test, and launch high-converting self-service customer flows, securely, in days, and without waiting for IT. Wizflow's no-code platform is purpose-built for the financial sector. It's designed to handle the complexity, compliance, and customer expectations that generic tools can’t. So whether you’re building onboarding, KYC, claims handling, or financial advisory journeys, Wizflow empowers your team to build secure customer self-service, fast and without writing code. With Wizflow, you can: - Launch fully branded, compliant self-service journeys in just four weeks - Increase completion rates and reduce drop-off - Collect better data, faster - Deliver real-time calculations for financial guidance - Automate internal processes like meeting preparation - Digitally sign terms, declarations, or contracts in one seamless process Wizflow’s intuitive Flowbuilder puts control in the hands of the people closest to your customers. Non-technical users can: - Add targeted help tools like videos, texts, or live support - Insert upsell opportunities directly into customer touchpoints - Use dynamic routing to guide users through only what’s relevant Built-in AI assistants speed up delivery across flow logic, frontend design, and data connections. ISO-aligned and GDPR-ready, Wizflow can be deployed in your private cloud or on-prem. Wizflow was born from Dreamplan.io, a leading financial planning platform used across Nordic institutions. What started as an internal engine now powers digital transformation for financial service providers across Europe. Ready to build the future of finance, today? Contact our sales team to learn more.