Financial Services
Stress free messaging
for financial service companies
Register new clients when they’re on your site or app, and get loyal clients the answers they need, quickly and securely.
Integrating ClickChat messaging chatbots into legacy systems allows you to deploy secure messages and proactively reach consumers where they already are.
A Messanger that talks money
Easily manage your conversations in one place with our user-friendly interface. Search for conversations, delete messages, view users’ online status and see when they are typing in real time.
Friendly, quick, secure
Chat through our Business Messenger like the messaging apps you and your clients use every day.
Configurable setup
Set expectations with customers based on your team's bandwidth, and collect upfront information for follow-up later.
Proactive Messages
Send targeted messages at just the right time to encourage potential clients to sign up.
Complete self-service
Deploy the perfect balance of human agents and financial services chatbot agents to deliver high-impact digital customer experiences that truly feel human across digital channels. Agents can manage the bots in this Conversational Banking/Insurance approach and respond to all customer communication — emails, messaging, social — in one streamlined platform.
Resolve up to 33% of your clients’ most common banking/insurance questions by integrating support board chatbots so your team can focus on more productive tasks
Easy to create FAQs
Point clients to the right help article for their question, directly from the Messenger.
Profit from superb communication.
Make talking about money fun and easy and manage user conversations flawlessly from several social media channels.
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