Make digital onboarding your competitive advantage

Financial institutions lose an estimated two-thirds of applicants during onboarding. Ditch time-consuming processes and start gaining more customers.

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Less friction. More customers.

Customers expect banking experiences to be quick, easy, and seamless. Onboarding is your first–and often only–chance to make a good impression.

Reduce abandonment

When the onboarding process is easy to follow, users are more likely to complete it without frustration or confusion.

Create a referral-worthy experience

When customers can sign up in just minutes, they don’t just finish the process—they mention it to their friends.

Streamline costs

Self-service onboarding takes much of the cost out of what is traditionally an expensive process. No more tedious paperwork and requirements.

Banks that trust Hubtype to transform their customer experiences:

Start and finish onboarding on the channels customers prefer

Onboarding requires complex workflows. User authentication, signatures, and documents are all needed to handle the full account creation process. Hubtype empowers banks to integrate these complex webviews directly into the chat window, so account creation can start and end in one place.

Instant Simple Payments

Simplify transactions by enabling swift and easy payments directly within your seamless customer conversations.

Effortless eSignatures Integration

Seamlessly integrate eSignatures into customer conversations for hassle-free document approval and authentication.

Secure ID Verification

Ensure enhanced security with smooth and reliable ID verification within banking interactions.

See more use cases in action:

Connect customers to personal bankers

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Leverage ChatGPT

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Help customers make payments

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Block lost or stolen cards

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Reasons why financial institutions choose Hubtype:

Next-gen interfaces

Hubtype uses webviews, buttons, rich media, and other feature-rich elements to build experiences that go beyond text-only chatbots. Create intuitive experiences for shorter resolution times.


We know that new solutions require flexibility. We take the time to carefully go through your bank’s validation process, developing proof of concepts along the way. We also collaborate on security and penetration tests.

Expert support

Our customers value our ability to add world-leading conversational expertise to their projects. From project managers to NLP engineers, we have the skills to bring your project to market quickly and cost-effectively.

GDPR compliance

Partnering with Hubtype helps our clients save time, minimize data breaches, and avoid penalties. GDPR is the strongest global data protection regulation, ensuring that companies meet local requirements regardless of the laws they operate under.

Official Business Solution Provider

Hubtype was one of the first companies to qualify as an official WhatsApp Business Solution Provider. Since then, we’ve helped insurers navigate WhatsApp's changing business policies, service features, and offerings. We’ve also been building experiences on channels like Facebook Messenger, Instagram, Telegram, and Viber, so we know exactly which tools are best to get the conversation going.

human agents

Read more about

How Bankia used messaging to increase loan applications and NPS

Bankia chose Hubtype to help customers navigate personal loan and mortgage applications via WhatsApp. As a result, the bank tripled its customer engagement, increased qualified leads, and improved NPS to a 9/10.

Calculate your organization’s conversational CX maturity level

This self-assessment is the first step banks can take to measure the current state of their Conversational CX and evaluate future readiness.

Secure with ISO Certification

At Hubtype, security is not just a buzzword, it's at the heart of everything we do. We are proud to announce that Hubtype has been awarded the prestigious ISO/IEC 27001:2013 certification.

This certification stands as a testament to our unwavering dedication to ensuring the highest level of security for our clients. We continue to uphold our commitment to providing a secure environment for seamless and confidential interactions.

View ISO Certificate

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