Fintech Fridays w/ Andrew Penner, Founder & CEO Milo

Summary Andrew Penner, founder and CEO of Milo, joins Brian Vieaux on FinTech Fridays to discuss their product and how it helps loan officers engage with consumers.

Milo is a platform that engages customers on a regular basis and monitors their activities to identify high opportunity prospects.

The platform provides branded home value reports to educate customers on their options and uses conversational AI to qualify customers and automate outreach on behalf of loan officers.

The goal is to help loan officers prioritize prospecting and maximize their impact.

The product development process includes direct engagement with consumers to collect feedback and improve results. Keywords Milo, loan officers, engagement, consumers, home value reports, conversational AI, prospecting, product development Takeaways Milo is a platform that helps loan officers engage with consumers and identify high opportunity prospects. The platform provides branded home value reports to educate customers on their options. Milo uses conversational AI to qualify customers and automate outreach on behalf of loan officers. The goal is to help loan officers prioritize prospecting and maximize their impact. The product development process includes direct engagement with consumers to collect feedback and improve results. Chapters 00:00 Introduction and Meeting Andrew Penner 01:13 The Problem Milo Seeks to Solve 05:04 Metrics and Opportunities for Loan Officers 07:58 Branded Home Value Reports for Customer Education 10:04 Monitoring Customer Activities and Intent Signals 10:48 Maximizing Loan Officers' Impact through Prospecting 14:55 Product Roadmap and Conversational AI 22:00 Conclusion