AI Customer Service Platform forFinancial Consulting
Handling client inquiries while developing financial strategies? ThriveDesk’s AI customer service helps financial consultants manage questions about services, planning approaches, and economic insights automatically. Our AI tools provide instant responses about your advisory methodology, expertise areas, and engagement process – even during busy market periods. Improve client satisfaction with responsive communication while your consultants focus on delivering valuable financial guidance.
ThriveDesk AI transforms client communications for financial consultants by providing immediate responses to common inquiries. Our solutions handle everything from service explanations to preliminary financial questions, letting your advisors focus on strategic financial planning and client-specific guidance.
Instant Service Information
Provides clear explanations of consulting offerings, specializations, and advisory approaches.
Expertise Verification
Efficiently confirms your experience in relevant financial areas, certification details, and credentials.
Engagement Process Explanation
Outlines client onboarding, information gathering, and consultation procedures.
Fee Structure Transparency
Communicates compensation models, pricing approaches, and value propositions.
AI-Driven Client Support for Financial Consultants
ThriveDesk AI helps financial advisory firms deliver exceptional service while managing complex financial planning and market analysis. Our tools ensure clients get fast, accurate information while your consultants focus on personalized financial guidance.
Document Collection Guidance
Helps clients understand what financial records, statements, and information to provide.
Financial Tool Navigation
Assists with preliminary calculator usage, assessment tools, and self-service resources.
Educational Resource Distribution
Connects clients with appropriate articles, videos, and learning materials on financial topics.
Market Update Information
Shares general economic insights, trend analysis, and investment environment perspectives.
Regulatory Disclosure Management
Ensures clients receive appropriate regulatory information, disclosures, and required notices.
Meeting Preparation Guidance
Helps clients prepare for productive consultations with appropriate questions and materials.
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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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