For over 20 years, we’ve been the trusted live chat and chatbot provider for the UK finance industry, with British technology designed to help financial institutions connect, engage, and support clients with confidence.
Collaboration with some of the most prominent names in the finance sector has shaped our solutions, ensuring they are tailored to the unique needs of financial services, from retail banking to wealth management.
Build trust, enhance client satisfaction, streamline processes, and deliver exceptional service experiences with Click4Assistance.
Why leading finance institutions choose us
Our reliable and secure platforms, designed in collaboration with financial institutions, tackle the challenges faced by dealing with inbound enquiries whilst maintaining customer support levels.
Trusted for our secure systems by the UK’s finance houses
Because of our high security protocols, financial institutions across the UK – from independent advisors to finance institutions – trust us to help them deliver exceptional client support and enhance engagement.
Flexible licences
We understand the cyclical nature of financial services, with increased demand during tax seasons, annual reporting, and regulatory changes. Our flexible licences allow you to scale your live chat solution to meet these needs.
Engage clients across the globe
Enable clients to connect with your team through chat, video, or voice calls via SMS and social channels with just one click – at no cost to them.
Host secure financial consultations
Offer virtual meetings for financial planning, mortgage advice, or investment reviews using our Video Chat feature, complete with management tools and insights.
Improved customer engagement
Our live chat tool enables real-time interaction, helping financial institutions provide personalised advice, resolve queries, and build stronger relationships with clients.
Faster issue resolution
Live chat ensures immediate responses to customer concerns, from card freezes to account discrepancies, minimising wait times and enhancing satisfaction.
Multi-language support
With AI-powered translation, serve an international client base by providing personalised support in their preferred language.
Secure, GDPR-Compliant & UK-Based
As a UK-based provider with ISO27001 accreditation, we prioritise data security and compliance. Your data remains secure and is always hosted within the UK, meeting the strictest privacy and regulatory standards.
Tried and tested communication solutions tailored for finance including Live Chat, Chatbots and AI.
Live Chat
For human interaction and assistance
Provide real-time client support and financial guidance with our customisable live chat platform:
Managed by human agents with over 60 built-in reports for operational insights.
Designed, supported, and maintained in the UK for smooth integration, excellent functionality and superb reliability.
Coni
The conversational chatbot for signposting
Coni assists with routine financial queries, such as account balances, transaction details, and application statuses. Fully customisable using our drag-and-drop builder, Coni reduces staff workload, streamlines the sales process and increases conversions, while ensuring high-quality service.
Arti
The AI chatbot for
in-depth knowledge
Powered by ChatGPT, Arti enhances client interaction with human-like conversations:
Train Arti with regulatory guidelines, product brochures, and FAQs for instant, accurate responses.
Automate routine tasks like appointment bookings, account updates, and loan applications, freeing staff to focus on complex client needs.
Share links to financial tools, calculators, and product recommendations effortlessly.
Web Chat connects your teams with your clients
Start a chat from anywhere with just one click
Our live chat solution enables your staff across various departments to handle a wide range of client enquiries related to financial services, policies, and much more:
OVER 20
Years Experience
Providing Chat Solutions since 2004
99.99%
Service Uptime
Offering a resilient & reliable service to all our customers
UK Based
Regional Location
Your data resides in & will never leave the UK
100%
UK Based Staff
We can be reached via Chat, Phone & Email
99%
UK Clients
Focussed on needs of UK industries and organisations
OVER 20
Years Experience
Providing Chat Solutions since 2004
99.99%
Service Uptime
Offering a resilient & reliable service to all our customers
UK Based
Regional Location
Your data resides in & will never leave the UK
100%
UK Based Staff
We can be reached via Chat, Phone & Email
99%
UK Clients
Focussed on needs of UK industries and organisations
The finance sector is embracing AI technology, so we built Arti the AI Chatbot
Harness the power of AI to meet the unique demands of finance institutions
Account enquiries
Provide instant answers about balances, transactions, and account features.
Loan applications
Streamline the process with AI-powered chatbots guiding clients through the steps.
Compliance support
Ensure accuracy by training chatbots to handle regulatory and compliance-related questions.
Customer retention
Use chatbots to proactively share financial tips, investment opportunities, or exclusive offers.
Design and customise your AI chatbot using resources such as financial product guides, investment brochures, policy documents, or any pages from your finance website. Upload a document or enter a URL, ask Arti a question, and watch as it delivers instant, accurate responses tailored to your clients' needs.
Find out moreTry Coni the Chatbot
Others may call this an AI Chatbot, we don’t!
It’s a Chatbot that you build using a simple drag-and-drop interface
Coni by Click4Assistance is your fully automated chatbot that guides visitors to live agents or answers their queries. Powered by pre-set questions and answers, Coni bots can be customised using our intuitive drag-and-drop, no-code, or expert knowledge interface. Importantly, when live agents are unavailable, Coni steps in to provide round-the-clock support, ensuring a seamless visitor experience. Coni is designed to triage commonly asked questions and reduce your staff's workload.
See the chatbot in action 
Click one of the options in the chat window on the right to explore how Coni can work on your website and transform your customer interactions.
Find out moreClick here to try Coni
Note: This is an example of a finance industry chatbot. We understand financial services businesses have their own types of services which is why Coni can be easily configured based on your unique needs.
Building your own chatbot couldn’t be easier
Using a simple drag-and-drop interface you can build and configure your own chatbot with ease. Display images, formatted text, links for signposting, multiple options for different paths, gather information and even hand-off to agents in different departments.
Go beyond simple text chat on your website
Seamless omnichannel communication including Facebook Messenger, WhatsApp for Business and traditional SMS
Agents can manage inbound communication channels such as WhatsApp, Facebook Messenger and SMS text messages in a single interface.
Enable clients to reach you via WhatsApp, SMS, Facebook Messenger, or live chat—all managed from a single dashboard.
Click2Call
Allow clients to initiate calls with one click. Your team can easily invite them to join consultations for personalised advice and support.
Video chat for financial consultations
Host secure, video chats for mortgage discussions, investment planning, or financial health check-ups, offering convenience and efficiency to clients.
Read our finance blogs
View all blogs
2 Nov 2023
10 Ways ChatGPT can be used in the Finance industry
ChatGPT has the potential to transform the finance industry. Discover how you can use it here.
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21 Sep 2023
15 customer service tips for the financial industry
How can you achieve better customer service performance as a financial services firm? Find out here.
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30 Jan 2024
Revolutionizing Financial Conversations Instantly: The Future of Live Chat in Finance
In the ever-evolving landscape of financial services, one tool is emerging as a game-changer in the realm of customer engagement: live chat. With its ability to provide instant, human-like conversation, discover how to add a chat feature to my website and the way it’s redefining how finance professionals interact with their clients and customers.
Read more
3 Jul 2024
How Is AI Revolutionising Customer Service?
Discover how AI chatbot software is transforming customer service by enhancing efficiency, personalizing interactions, and reducing response times.
Read more