Help visitors understand your products, book consultations, and get answers instantly, on a platform built with security and compliance in mind.
People researching financial products often have specific questions before they will share their details. When answers are slow or forms feel heavy, high-intent visitors leave and the opportunity to build trust is lost.
QueryWing answers product and process questions from your own content, guides visitors to book a consultation, and captures qualified leads, all on a platform built with security and compliance in mind.
Answer questions about products, eligibility, and process from your approved content, consistently and instantly.
Guide visitors to request a consultation and collect the details your advisors need.
Capture and score leads by intent so advisors focus on the strongest opportunities.
Run on a platform with SOC 2 Type II, GDPR, HIPAA, and ISO 27001 compliance and encryption in transit and at rest.
QueryWing runs on a platform with SOC 2 Type II, GDPR, HIPAA, and ISO 27001 compliance and encryption in transit and at rest. See the security page for full details.
Yes. It trains on your approved content and answers questions about products, eligibility, and process consistently.
Yes. The chatbot guides visitors to request a consultation and collects the details your advisors need.
Yes. Captured and scored leads sync to CRMs like HubSpot and Salesforce with full context.
The chatbot answers from the content you provide, and you can review and refine responses over time.
Help visitors understand your products, book consultations, and get answers instantly, on a platform built with security and compliance in mind.
People researching financial products often have specific questions before they will share their details. When answers are slow or forms feel heavy, high-intent visitors leave and the opportunity to build trust is lost.
QueryWing answers product and process questions from your own content, guides visitors to book a consultation, and captures qualified leads, all on a platform built with security and compliance in mind.
One AI chatbot that answers, guides, and captures, trained on your own content.
Answer questions about products, eligibility, and process from your approved content, consistently and instantly.
Guide visitors to request a consultation and collect the details your advisors need.
Capture and score leads by intent so advisors focus on the strongest opportunities.
Run on a platform with SOC 2 Type II, GDPR, HIPAA, and ISO 27001 compliance and encryption in transit and at rest.
No developers, no long project. Add content, embed, and go.
Train QueryWing on your product pages, FAQs, and process information.
Add the branded widget to your website with one snippet.
Visitors get consistent answers while the chatbot captures and qualifies leads.
Turn it on and the chatbot books appointments during the conversation. No external calendar or code needed. It works on every plan.
The chatbot asks for the visitor name, email, and a date and time, then books it in the conversation.
The visitor gets an instant confirmation with a calendar invite they can add to Google, Outlook, or Apple Calendar in one tap.
Every booking appears in your Appointments dashboard and your team is notified right away.
Booking is built in above. On the Scale plan you can connect your own tools so the chatbot also handles order lookups, live quotes, and syncs to your existing systems.
With AI Agent Actions, connect your own scheduling, calendar, or payment API so bookings and actions flow into the systems you already use.
With Personalized Bot Mode, connect your backend so the chatbot answers order status, account, and subscription questions using your data, once a visitor is identified.
Connect your pricing API and the chatbot can return a real quote in the chat instead of only capturing the request.
Uses your own order, pricing, or calendar endpoints. Available on the Scale plan and above.
Answer questions that help visitors understand your offering before they commit.
Turn interest into booked conversations with advisors.
Prioritize high-intent enquiries and route them with context.
Add an AI chatbot that answers product questions, helps book consultations, and captures qualified leads on a secure platform.