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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.

finance advisor

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.

finance advisor

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.

ISO GDPR Compliant UK Based Live Chat and Chatbot Provider

Tried and tested communication solutions tailored for finance including Live Chat, Chatbots and AI.

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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.

A Chatbot handing chat enquiries

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.

An AI Chatbot handing chat enquiries

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.

Book a Demo

Our team of experts is here to demonstrate how live chat and chatbots can transform communication at your finance institution.

Understand how similar organisations have successfully implemented Click4Assistance

Simplicity is the key, a real-time demo to show you the software in action and answer your questions

Find out more about our team and our stance on UK data security and compliance

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Web Chat connects your teams with your clients

A finance chat window widget
A man looking at a finance chat window widget

Start a chat from anywhere with just one click

Include your web chat widget within emails
Email
Open you chat window with just a normal web link
Web Link
Embed you chat window in your PDF sales materials
Sales Materials
Added you live chat button to any website regardless of platform
Website Visitors
Including your chat widget in Facebook, Instagram, X, and YouTube social media
Socials

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:

A tablet showing the benefits finance institutions receive from a web chat solution
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 & 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 & 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

A background image including the word finance An AI based chatbot for finance institutions

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.

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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 more

Try 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 more

Click 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.

A tablet showing how a finance chatbot is easily built
Find out more
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Social media icons, including WhatsApp, Facebook, Messenger, and SMS 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.

Integration with WhatsApp for Busines,  Facebook Messenger and SMS Text Messaging

Enable clients to reach you via WhatsApp, SMS, Facebook Messenger, or live chat—all managed from a single dashboard.

How Click2Call can be used for Finance institutions

Click2Call

Allow clients to initiate calls with one click. Your team can easily invite them to join consultations for personalised advice and support.

How VideoChat can be used for Finance institutions

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.

Find out more

See how Click4Assistance can support your financial institution

Click4Assistance offers cutting-edge live chat, chatbot, and AI-driven solutions tailored for the finance sector. Contact us today to discover how we can help your financial insitution streamline communication and deliver exceptional support.

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