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By use case
Businesses in financial services can use this template to simplify processes around applying for insurance, loans, equity, etc.
Power smarter conversations by automating all financial conversations through personalized real-time information using the FinServ support chatbot.
Enable customers to choose, apply and purchase life insurance.
Offer vehicle owners the option to pick car insurance suitable for them.
Simply processes around joining a mutual fund.
Give future homeowners easy access to loans that are suitable for them.
Help customers find the nearest bank/office to get answers in person.
Allow customers to share feedback on their online experience in real-time.
And much, much more...
““Before we had Freshchat, we were struggling with the growth of customer operations at FinAccel. We were constantly firefighting all the time. There was no scope to track or measure the support operations, and it was a nightmare. To put some numbers on it, our answer rate on the phone was less than 40% and email response times abominable. This was something we definitely wanted to improve.””
A FinServ chatbot is an automated conversation workflow used by financial services companies. FinServ businesses can use chatbots on their website, mobile apps, and messaging apps to interact with their customers on their most common queries. FinServ chatbots offer real-time responses to customers and assist live agents in reducing the load of answering routine questions.
This template is free to use with your Freshchat account. You can sign up with Freshchat and implement this template within the next hour.
Personalize this template to fit your business needs. Modify the workflows to match your business requirements and brand tone.
Of course, whether it is your CRM, helpdesk, or calendar app, the Freshworks Marketplace houses over 650+ integrations for you to integrate. Connect your day-to-day tools with Freshchat and improve your operational efficiency.
There is no coding required to set up the chatbot. You will not need any technical knowledge to get started with this template. If you’d like some assistance in understanding Freshchat better, you can request a demo here.
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