Help Desk Software for Financial Advisors Live chat, Ticket, Email and Knowledge Management

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Financial Advisors

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LiveHelpNow opens a door to establish a loyal relationship. Financial confidence provides a less stressful life, confidence in you. LiveHelpNow brings more sales, referrals and lowers your overall costs. Help them directly with their immediate needs and questions. Give them the access to your advice, in an organized, efficient experience. Our basic package is free and easy to use, so get started today.

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The expert in your business is you. By capturing this expertise using a knowledge base system, you can turn your expertise into customer satisfaction...
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Increase Sales
Sales is about timing. Making the right offer at the right time. By being proactive on the web, you open a dialog with potential customers, who are ...

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LiveHelpNow - Financial Advisor Help Desk Software, let your website do the talking!
See what LiveHelpNow interactive customer service tools can do for you
SFAs, Brokerage Firms, Financial Houses and Financial advisors realize that quick analysis of financial data is important in a market that moves by the second. LiveHelpNow’s data analysis tools will provide up-to-the-minute qualitative information that is based on the investment habits of your customers and the current worldwide financial markets.
Knowledgebase System
LiveHelpNow’s keyword searchable knowledgebase puts your customers in touch with all of the services you offer. This allows them to make informed decisions and choose the services they need. This online system also puts your firm’s information up on your web site, as well as, current and relevant financial information.
Keeping you open 24/7/365
When your firm isn’t open, livechat can be the eyes and ears you need to help land new customers who are accessing your web site. With live chat, a live representative can interact directly with potential customers, providing them with information about your company that can convert them on the spot.
 
Know what your potential clients need Gaining new clients and continuing relationships with current clients is a high priority for any financial advisor’s office. LiveHelpNow offers your representatives the ability to chat directly with potential clients or customers while they browse your Web site. As an example, if a potential customer is browsing your site using keyword searches to get financial advice, a representative can see those keywords and offer help that directly relates to what the person is searching for.
 
Converts new clients into loyal, long-term, returning customers The old saying says that time is money. With a web presence that uses LiveHelpNow’s interactive tools, a financial house can help its customers find anything they need to know regarding current fiscal issues. You, as a financial advisor, can take information that is given by clients and tailor it into a program that fits directly with your client’s needs. This type of targeted customer service converts new clients into loyal, long-term, returning customers.
 
Financial Advisor Help Desk Software
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