Your clients are getting younger and younger, and they expect you to support them in more and more mediums. Chatting on a computer or mobile device is more convenient for your customers, and it saves you money when one employee can monitor multiple chats at once.
Having support for live chat on your client portal can be a competitive advantage when targeting millennial clients. Younger clients increasingly do not want to wait for email responses, or to spend time on hold waiting to talk with an employee.
For these reasons and more, FinFolio is happy to announce live real-time chat between advisors and their clients in the FinFolio client portal. FinFolio does this via an integration with FreshChat, one of the leading chat services.
FreshChat is a modern messaging software built for sales and customer engagement teams to talk to prospects and customers on the website, mobile app, or social pages. A leap from legacy live-chat, FreshChat helps businesses and its teams focus on a continuous and context-driven messaging experience.
When you enable FreshChat in FinFolio, it adds a chat "widget" in the lower-right hand corner of your client portal. Your portal users can click this button and chat with you in real-time.
Your team uses the FreshChat console to respond to the chats and interact with your clients. One support employee can interact with multiple clients at once saving time and money. Live chat helps you build long-term relationships with your clients, making it more likely they will share positive experiences about your company, generating more referrals.
Contact FinFolio support to learn more about setting up live chat.
