Answering client questions while optimizing their financial futures? ThriveDesk’s AI customer service helps wealth management firms handle inquiries about investment strategies, financial planning, and account services automatically. Our AI tools provide instant responses about your management approach, service offerings, and performance reporting – even during market volatility. Improve client satisfaction with responsive communication while your advisors focus on preserving and growing client assets.
Enhance Your Wealth Practice with Smart AI Support
ThriveDesk AI transforms client communications for wealth managers by providing immediate responses to common inquiries. Our solutions handle everything from service explanations to account information, letting your financial professionals focus on strategic advice and portfolio management.
Instant Service Information
Provides clear explanations of wealth management offerings, planning approaches, and investment philosophies.
Account Status Updates
Efficiently communicates portfolio values, transaction completions, and balance information.
Performance Reporting Guidance
Explains statement components, return calculations, and benchmark comparisons.
Fee Structure Transparency
Communicates management costs, transaction charges, and service pricing clearly.
ThriveDesk AI helps wealth management firms deliver exceptional service while handling complex financial planning and market navigation. Our tools ensure clients get fast, accurate information while your advisors focus on sophisticated wealth strategies.
Financial Planning Information
Provides general guidance on retirement approaches, estate considerations, and wealth preservation strategies.
Tax Optimization Explanations
Shares general concepts about tax-efficient investing, harvesting strategies, and planning opportunities.
Risk Management Guidance
Communicates diversification approaches, protection strategies, and exposure management.
Trust and Estate Information
Offers general information about wealth transfer vehicles, legacy planning, and generational strategies.
Document Collection Assistance
Helps clients understand what financial records, statements, and information to provide.
Market Context Distribution
Shares appropriate general insights about economic conditions, trends, and investment perspectives.
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.
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