Handling client inquiries while managing complex financial transactions? ThriveDesk’s AI customer service helps merchant banks address questions about services, deal structures, and financing options automatically. Our AI tools provide instant responses about your banking capabilities, transaction processes, and industry specializations – even during intensive deal periods. Improve client satisfaction with responsive communication while your bankers focus on executing sophisticated financial arrangements.
ThriveDesk AI transforms client communications for merchant banking services by providing immediate responses to common inquiries. Our solutions handle everything from service explanations to transaction updates, letting your banking professionals focus on complex financial structuring and deal execution.
Instant Service Information
Provides clear explanations of banking offerings, specializations, and transaction capabilities.
Industry Expertise Verification
Efficiently confirms your experience in relevant sectors, deal types, and financial arrangements.
Transaction Process Explanations
Outlines typical deal structures, execution timelines, and implementation approaches.
Documentation Requirement Details
Communicates necessary financial records, compliance needs, and preparatory materials.
ThriveDesk AI helps financial institutions deliver exceptional service while managing complex transactions and market analytics. Our tools ensure clients get fast, accurate information while your team focuses on sophisticated financial arrangements.
Deal Structure Information
Provides general explanations of common arrangements, financing approaches, and transaction models.
Market Intelligence Sharing
Communicates appropriate general insights about sector trends, valuation metrics, and industry dynamics.
Regulatory Consideration Guidance
Offers information about compliance requirements, governance frameworks, and reporting obligations.
Fee Structure Transparency
Clearly explains compensation models, success fees, and retainer arrangements for various services.
Due Diligence Process Explanation
Outlines evaluation procedures, information requirements, and assessment methodologies.
Portfolio Company Communication
Manages general inquiries regarding existing investments, holdings, and managed entities.
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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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Marketing
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