Chat support suite

Real-time support solution that’s super fast and oh so reliable.

Learn more now
HELP DESK SUITE

Our flexible ticketing platform is a cinch to use for any agent.

Learn more now
FAQ BUILDER

Speed up all your support processes with integrated FAQ pages.

Learn more now
Applications
Learn more now
Plugins & Integrations
Learn more now
Documentation
Learn more now

Financial Advisors

Chat service for Financial Advisors

See what LiveHelpNow interactive customer service tools can do to secure more clients for Financial Advisors

Save time and money by using the LiveHelpNow platform to build and support your financial advising practice. LiveHelpNow offers tools to improve communication, exchange information, and manage clientele within a secure PCI and HIPAA-compliant environment.

2
Don't wait!

Increase profits by improving your efficiency and data security

Regulatory compliance is critical in the financial industry. Data breaches are all too common—and a costly liability if confidential information is stolen by hackers or publicly exposed from your network. In addition to top-tier communications capabilities, LiveHelpNow provides PCI and HIPAA-compliant Secure Forms that give you the following capabilities:

Is your customer service team overwhelmed?

Considering outsourcing your chat service? No problem!
LiveHelpNow partnered with HelpSquad to offer 24/7 US Based chat service to field sales and support inquiries on your travel website

Get HelpSquad chat service

LiveHelpNow - Financial Advisor Web Chat Online 24/7: Let your website do the talking!

Secure upload capability

Design and use secure HIPAA-compliant forms with your customers. You manage access from your dashboard, designating the duration of access to permitted parties.

Speed and timing

Secure Forms allows you to initiate a financial or other transaction and complete it within a live Chat session. Your agent receives alerts when your client opens, handles, and submits the form. Non-centralized pathways ensure your forms are not viewed by others and easily purged.

Use enhanced analytics to understand your client base

The Secure Forms tool gives you the opportunity to collect and categorize data to build a greater understanding of your clientele. Collect refined information for client profiles in order to offer targeted services and solutions that return higher profits for your business.

Central access to effective communication tools

New or current clients expect high quality customer service. Update your website with interactivity that includes: Live Chat: Set triggers to notify your Chat agents when a visitor is on your website, or looking at particular information. Just as if a potential client walked into your office, your agent can welcome your visitor and inquire about particular financial needs. If it is after hours, visitors can create an email ticket with their question or issue, or request a callback through their method of choice—online Chat, SMS-text messaging, or email. Your agents handle all inquiries through an integrated dashboard where inquiries can be assigned to appropriate personnel or agents.
Knowledge base: : Using topic areas gleaned from your Chat transcripts, you can create knowledge articles for use by your Chat agents and visitors who are browsing your website. You might wish to describe the services of your firm, how different financial tools work, or other important information for clients interested in hiring a financial organizer.

Let us deliver the numbers to provide valuable website feedback

As a financial planner, you work with the expectations of your clients in mind. We provide you with a daily dashboard of analytics about the performance of your website so that you can understand whether it is meeting your expectations. You receive operator and website performance reports, Chat session history and transcripts, and have the ability to create targeted feedback surveys for your website visitors. Customize the LiveHelpNow platform to your brand and seamlessly integrate the tools with your Google Analytics account. It is easy, affordable, and can be set up in minutes.

Don’t wait to streamline your website communications and interactivity

LiveHelpNow is a best-in-class, affordable live Chat platform with robust capabilities to serve your financial planning practice. Take advantage of a free 30-day trial today.

Waiting is for lobbies and bus stops.

Questions?