AI Customer Service Platform forFinance & Insurance
Managing client inquiries while handling sensitive financial matters? ThriveDesk’s AI customer service helps financial institutions handle questions about accounts, services, and policies automatically. Our AI tools provide instant responses about your financial products, compliance requirements, and security procedures – even during high-volume periods. Improve client satisfaction with responsive communication while your team focuses on delivering valuable financial expertise and guidance.
ThriveDesk AI transforms client communications for finance and insurance providers by providing immediate responses to common inquiries. Our solutions handle everything from product explanations to application status updates, letting your financial professionals focus on complex advisory work.
Instant Product Information
Provides clear explanations of financial offerings, insurance coverage, and service features.
Application Status Updates
Efficiently communicates progress on loans, policies, and account opening procedures.
Security Protocol Explanations
Shares appropriate details about protection measures, verification procedures, and safety practices.
Compliance Guidance
Offers general information about regulatory requirements, documentation needs, and procedural rules.
ThriveDesk AI helps financial institutions deliver exceptional service while managing compliance demands and security considerations. Our tools ensure clients get fast, accurate information while your team focuses on high-value financial activities.
Document Requirement Clarification
Explains necessary paperwork, submission procedures, and verification needs.
Rate and Fee Information
Provides current details about interest rates, premiums, service charges, and fee structures.
Account Management Guidance
Helps clients navigate online banking, policy administration, and self-service tools.
Financial Calculator Assistance
Offers preliminary calculations for loans, investments, insurance coverage, and retirement planning.
Appointment Scheduling
Efficiently manages meeting arrangements with financial advisors, insurance agents, and specialists.
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ThriveDesk has everything your team need to solve customer issues, faster
Everything you need to elevate your team’s email management and make them more productive, whether you have a team of 5 or 50.
Spam filtering
Remove clutter by automatically directing spam messages to a spam folder.
Default status update
Automatically update the status of tickets as ‘Pending’, ‘Active’, ‘Closed’ as soon as a team member opens it or makes any changes to it.
Multi-channel support
Support using email, live chat, contact form & API.
Auto BCC
Automatically send a copy of all outgoing conversations to a specified email address.
Canned replies
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Conversation report
Understand your team’s bandwidth and the biggest issues faced by your customers. Learn key metrics like: Number of conversations received vs closed, When your team is the busiest and which agent is performing the worst.
Snooze
Have tickets reopen automatically at a specified time in the future (similar to the snooze feature in your phone’s alarm).
Keyboard shortcuts
Perform repetitive tasks quickly and manage ticket resolution on the fly by using keyboard shortcuts.
Contact history
Maintain and retrieve information about past transactions of any customer who has interacted with your company.
Happiness report
You can view the overall happiness score of the service and also the individual happiness score of each member through the happiness report. The report also provides reasons for the ratings and reviews posted by customers.
Company report
Get insights on how much of your company’s sales revenue was influenced by ThriveDesk. You can also use the company report to gain useful insights on trends and problem areas to optimize your processes better.
Auto-responders
Set up automated acknowledgement emails or other auto-responders once a ticket is submitted. The most vital step to ensure customer satisfaction is getting an automated acknowledgement email set up as quickly as possible after the submission of a new ticket. This allows customers to feel more confident knowing their issue has been logged with us immediately and we're taking care of it right away!
Performance report
This report shows you the number of conversations that were assigned to each team or team member, the average turnaround time per ticket and much more.
Conversation history
By tracking recent conversation history, you can ensure that your customer has a more personal and seamless experience even if the support agent is different each time.
Connect with your existing tech stack
Integrate ThriveDesk software with tools for marketing, analytics and growth that you’re already using. Streamline repetitive tasks to gain more time to focus on things that matter.
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