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Inicio AI

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About

Inicio AI's Budgie is a virtual agent specializing in Income & Expenditure data collection. It helps customers complete detailed affordability forms, reducing call center costs and improving efficiency. The tool offers a mobile-first solution with a built-in benefits calculator, creating tailored forms and pre-populating data. It provides detailed records and audit trails for compliance.

Platform
Web
Task
data collection

Features

mobile-first solution

benefits calculator

detailed audit trails

virtual agent support (budgie)

income & expenditure analysis

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