Click4Assistance glyph Flower shape graphic Rectangle shape
24 September 2020 | 2193 views

Financial Organisations! Do you want to reach more customers?

Financial Organisations! Do you want to reach more customers?

More customers are always welcome. Most businesses, no matter what industry, always want more, because they are focused on growth. The world has become much more competitive, especially within the service based industries, so it is much more complicated to win new business. But what if we said you were losing business simply because those leads were slipping through the cracks in your customer communication framework? Every framework has a couple of little cracks, but many financial organisations have much larger cracks in lead communication that are easily fixed.

Social media has long been hailed as the golden child of all marketing, advertising and customer communication. Facebook slipped quietly into our world in 2004, and disrupted the entire television advertising industry as it grew its roots deep into our lives, amassing 2.7 billion monthly active users in 15 years. Social media, such as Facebook and WhatsApp, is not to be ignored. More people are utilising social media for communication with companies than ever before and this reliance will only grow. It’s our job as industry experts in communication to help our customers evolve with these widespread changes.

Not just a chat box for website

Click4Assistance isn’t just about live chat software, it’s about securing your communication with your customers and sealing those cracks that potential business opportunities are slipping though. Websites have a lot of potential to generate revenue, but there are many gaps often left in the communication plan that website visitors fall victim to. One of the first and most effective ways to improve website communication is through a chat box for website. Live chat software provides your website visitors with an easy method of communication that they are familiar and comfortable with.

Click4Assistance has made it simple to manage all of your incoming messages from live chat and social media direct messaging in one place, right from your dashboard. No more missed social media direct messages. Your customer service agents will be able to see both the live chats and direct messages from Facebook Messenger and WhatsApp easily. And with one solution, Click4Assistance, your financial organisation has just sealed two major revenue-depriving cracks.

Try Click4Assistance live chat software for your website free for 21 days.

The next step: Automation with AI

Now that you have sealed two of your major cracks in your customer communication framework, it’s time to level up your customer service touch-points. Wouldn’t it be great if you had someone available 24/7 just to greet your website visitors and social media customers, and help with little things like navigation, opening hours, and light sales? What if that could be done without hiring and expanding your team?

This is where automation with artificial intelligence comes in. Artie, Click4Assistance’s AI chatbot, is online 24/7 and available to speak with an unlimited number of website visitors simultaneously. He’s capable of answering basic questions and helping with website navigation. But the best things he is capable of are engagement, up-selling and cross-selling. Artie can engage every single website visitor and social media direct message on your behalf, and even suggest similar items or up-sells, further increasing your chance of potential revenue.

He also acts a buffer for your customer service team, so that they can focus on the more complicated customer queries, while he handles all the basic ones that do not require human intervention. This improves your financial organisation’s bottom line, since the volume of communication your team manages will reduce, allowing your business to keep a leaner customer service team, reduce overheads and improve productivity.

Customers will continue to use social media direct messaging at a growing pace, so it’s not a fad that will disappear into the aether. By stacking your chat box for website and social media direct messaging with Click4Assistance’s AI chatbot Artie, your business’s customer service department will metamorphose from solely incoming messages into revenue generating powerhouse of outreach engagement and efficient customer service. All of that, just by simply upgrading your customer service solution with Click4Assistance.

With over 15 years of experience working with financial organisations just like yours, Click4Assistance has the expertise that dominates the chat box for website solution industry like no other. If you’re interested in deploying Click4Assistance, the UK’s premier GDPR compliant live chat software solution, to make your financial agency more effective in 2020, give us a call on 08451235871 or send an email to theteam@click4assistance.co.uk and one of our experts will be with you right away. Not ready to reach out yet? Discover how it workstry a demo, or better yet, try Click4Assistance completely free for 21 days.

Popular Blogs

The Best Ways to Cross Sell and Upsell with Live Chat Services 20 Dec 2016

The Best Ways to Cross Sell and Upsell with Live Chat Services

“Here is a simple but powerful rule – always give people more than they expect to get.” – Nelson Boswell.

Read more
Card One Banking’s Success with Live Chat on Website 17 Nov 2016

Card One Banking’s Success with Live Chat on Website

Card One Banking is an independent company that has provided current accounts and payment services since 2007. 

Read more
Norfolk County Council Offers Chat as Another Contact Method for Residents 7 Jun 2018

Norfolk County Council Offers Chat as Another Contact Method for Residents

Norfolk County Council approached Click4Assistance in March 2017 with their requirements to add chat to website. After going through the procurement process, a few organisational shifts in project managers and tweaks to their chat configuration, the Council was ready to unveil their new communication channel to residents in January 2018.

Read more

Find out more

Live chat dashboard with chat window example

Live chat

Learn how live chat can help empower your organisation.

Find out more
Coni chatbot live chat support Arti AI for live chat business support

Chatbots & AI

Learn how chatbots and AI can help you engage with your audience.

Find out more
integrated omnichannel communications

Omnichannel

Connect with your audience using multiple omnichannels.

Find out more

Discover more

Want to see how live chat can work for your organisation?

See examples of web chat and chatbot implementations for your industry. Be inspired by how other companies in your sector use live chat!

Download web chat and chatbot examples for your industry

Embrace new ways of engaging with your audience!