Managing client inquiries while monitoring market opportunities? ThriveDesk’s AI customer service helps investment advisors handle questions about portfolio strategies, market conditions, and account services automatically. Our AI tools provide instant responses about your investment approach, account management, and performance reporting – even during volatile market periods. Improve client satisfaction with responsive communication while your advisors focus on managing investments and identifying opportunities.
ThriveDesk AI
AI Customer Service Platform
forInvestment Advisory
Trusted by
Support
Enhance Your Advisory Practice with Smart AI
ThriveDesk AI transforms client communications for investment advisors by providing immediate responses to common inquiries. Our solutions handle everything from service explanations to market information, letting your financial professionals focus on portfolio management and investment strategy.
Instant Service Information
Provides clear explanations of advisory offerings, account types, and investment approaches.
Market Information Distribution
Shares appropriate general insights about economic conditions, trends, and market developments.
Fee Structure Transparency
Communicates advisory costs, expense ratios, and compensation methodologies clearly.
Account Access Guidance
Helps clients navigate online portals, statement access, and self-service tools efficiently.
Automate your customer support
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Use Cases
AI-Driven Client Support for Investment Advisors
ThriveDesk AI helps advisory firms deliver exceptional service while managing investment operations and market research. Our tools ensure clients get fast, accurate information while your team focuses on strategic investment management.
Portfolio Strategy Explanations
Provides general information about allocation approaches, diversification concepts, and investment philosophies.
Performance Reporting Guidance
Explains statement components, return calculations, and benchmark comparisons.
Regulatory Disclosure Distribution
Ensures clients receive appropriate ADV documents, privacy notices, and required information.
Tax Consideration Information
Shares general perspective on investment tax implications, reporting requirements, and efficiency strategies.
Risk Profile Assessment
Helps gather preliminary information about risk tolerance, time horizons, and investment objectives.
Account Transfer Guidance
Provides information about ACAT processes, rollover procedures, and asset movement protocols.
Transform Investment Advisory with AI
Sign up for ThriveDesk today and boost your workflows, customers, and team with AI-driven solutions. Train your first chatbot for free with a 7-day trial—no credit card needed!
loved by 2,000+ startups
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!
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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