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Freshchat for Financial Services
Bank on Freshchat's messaging to engage customers directly on channels they use everyday and to scale your workflow using powerful AI and automation.
“With Freshchat, we introduced messaging across web and mobile, making us the very first major US credit card to offer messaging without interruption - keep the conversation history across any device.”
Make it easier for customers to reach you by engaging them directly on messaging channels they use everyday - WhatsApp, iMessage, FB Messenger, and Line.
Customers can also receive important updates, regulatory messages, payment alerts from the banks on these messaging apps.
Today’s customer holds the power in business relationships. They demand seamless experience and support that is available 24x7. Deliver cutting-edge CX that increases team productivity, improves CSAT, and lowers operational costs.
Top use cases of automation and chatbots in Finserv:
Our bots escalate only complex queries from bots to live-agents. As a result, your agents are freed up from repetitive, mundane queries and can focus their time on work that's impactful
Increase adoption of your financial products and offerings by proactive messaging the right audience segment.
Further segment your audience with advanced custom user and event properties.
Empower your team with detailed, real-time info and activity to assist customers effectively, improving customer satisfaction
Bring in additional context from third-party systems like your Bank CRM
✓GDPR ✓IP and domain whitelisting ✓JWT Authentication ✓Data encryption ✓Cyber Essentials
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