Live Chat for the Finance Industry

According to, only 52% of pre-retirees and 44% of retirees consult a financial planner or adviser.

Among the top concerns of potential clients in need of lending or financial advice are:

  • Fear of change
  • Fear of what the lender might think of them
  • Fear of rejection
  • Fear of being taken advantage of

For these reasons, only 3-5% of your online visitors will take any form of action.  As consumers, we need to be made to feel comfortable and prepared to take the next step.  With live chat outsourcing, you can offer a private communication channel where your prospects can be welcomed, receive care and attention and get their basic questions answered.

Pricing Guide CTA

Schedule a one-on-one demonstration to see how we do this for our financial clients.