ClickFlows

Boost loans and deposits with interactive interfaces

ClickFlows provide intuitive, interactive journeys that quickly identify users needs and guide them to the right decisions—boosting conversions and driving growth in deposits and loans.

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See ClickFlows in action—right now

Want to see how it works? This interactive demo lets you explore a real ClickFlow.

Make a selection, follow the guided path, and experience how easy it is to guide users toward the right product, page, or next step. No guesswork, no dead ends—just smarter navigation that fuels engagement and conversions.

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Inline click chat demo

Expanding questions demo

ClickFlow case study

Increase engagement

We've seen ClickFlows get engagement rates as high as 3-10% on a homepage. By comparison, sliders (aka carousels or rotating banners) usually get engagement of less than 1%

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How it works

1. Embed & configure

Quickly add the ClickFlows widget to your site and tailor your question flow—define the decision paths for account openings, checking comparisons, and loan inquiries.

2. Ask the right questions

Present a simple, conversational prompt (“What are you looking for?”) with clickable options—Create an Account, Checking Accounts, Loan Information, or Something Else.

3. Intelligent routing

Each click instantly routes users to the perfect next step—your account creation page, checking comparison tool, or loan offerings—eliminating guesswork and reducing drop-off.

4. Optimize & convert

Capture interaction data to see which flows drive the most applications and deposits. Refine questions, tweak routes, and unlock continuous growth in loans and deposits.

Personalized journeys. Proven results.

ClickFlows makes your website work smarter—engaging visitors with guided questions that lead them to the right product or service in just a few clicks.

Fewer drop-offs

By replacing endless menus with simple, button-based choices, ClickFlows keeps users engaged and moving forward—reducing confusion and bounce rates.

Faster conversions

Whether it’s opening an account or applying for a loan, ClickFlows routes users directly to what they need—shortening the path from curiosity to commitment.

Smarter engagement

Each interaction reveals intent. Use these insights to refine your marketing, understand what your audience cares about, and surface high-converting content automatically.

The tech behind better user experiences starts here

With tools like MetriFi's Opportunity Intelligence, you can track how visitors engage with your site, identify drop-off points, and apply improvements with the help of AI. From personalization to performance analytics, our technologies turn your website into a conversion engine.

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Rates effective as of: May 16, 2026

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