Handling beneficiary questions while administering complex trust assets? ThriveDesk’s AI customer service helps trust companies manage inquiries about distributions, investments, and fiduciary responsibilities automatically. Our AI tools provide instant responses about trust administration, account information, and documentation requirements – even during busy tax seasons. Improve stakeholder satisfaction with responsive communication while your trust officers focus on prudent asset management and fiduciary responsibilities.
ThriveDesk AI transforms stakeholder communications for trust management companies by providing immediate responses to common inquiries. Our solutions handle everything from distribution questions to document requirements, letting your trust officers focus on fiduciary oversight and asset management.
Instant Trust Information
Provides general explanations of trust types, structures, and administrative approaches.
Distribution Process Guidance
Outlines request procedures, qualification criteria, and payment timelines.
Document Requirement Details
Communicates necessary paperwork, verification needs, and submission protocols.
Fiduciary Responsibility Explanations
Shares information about trustee obligations, prudent investment standards, and governance principles.
ThriveDesk AI helps trust companies deliver exceptional service while managing complex fiduciary responsibilities and investment oversight. Our tools ensure beneficiaries and grantors get fast, accurate information while your officers focus on trust administration.
Account Status Information
Provides appropriate details about asset values, transaction history, and balance information.
Tax Reporting Guidance
Explains K-1 distributions, tax document timing, and reporting considerations.
Trustee Decision Processes
Outlines how discretionary determinations are made, factors considered, and approval workflows.
Investment Strategy Information
Shares general explanations of allocation approaches, risk management, and income generation.
Successor Trustee Details
Communicates transition provisions, continuity plans, and institutional permanence benefits.
Regulatory Compliance Information
Offers insight on governance requirements, reporting standards, and fiduciary regulations.
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!
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.
We use cookies to personalize content, run ads, and analyze traffic.
Functional
Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes.The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
