Live Chat Alternative for Advisers

Build trust and interpersonal connection with clients

The first contact with clients is what matters

Using the Live Chat Alternative provides you with the possibility to quickly instill trust in your clients. When you greet them with confident voice it is much easier to build interpersonal connection with them. This could be achieved only with a phone conversation – no other online communication method is that effective. Win clients from the get-go.

The first contact with our clients is vital for us to convince them that our services are the best choice for them.

- Ronald Sanders, CEO at "ISP consultorias S.A.S"

The worldwide free call

Your clients can freely contact you from any point of the world and from any page of your site. The call is cost-free for them no matter where they are located when they decide to look for your expert advice. You can add multiple phone numbers so your clients will find you even if you are out of your office. 

Mentoring and Consulting with the Live Chat Alternative

The job of the professional advisor is to help clients to plan their short and long-term goals and strategies. When people seek your help they rely on your leadership and knowledge. Mentoring and consulting over the phone is the most productive and effective way to approach your clients that cannot come to your office.

With the Live Chat Alternative we are able to quickly answer our clients` requests and meet their expectations when professional mentoring and consulting is at stake.

- Ronald Sanders, CEO at "ISP consultorias S.A.S"

One Solution for the adviser industry

The Live Chat Alternative already helps:

  • customer service representatives
  • personal bankers
  • mutual fund representatives
  • investment advisers
  • investment representatives
  • financial planners
  • insurance advisers and more.

Missed something during the call? No problem, you can use the Call Recording feature to listen to all inbound calls.

Those are some of the advisers that are already using the Live Chat Alternative

Live Chat Alternative official logo header 24bit

Purchasing traditional LiveChat software will uncover hidden costs like chat agents’ salaries and others. In differentiation to it, Live Chat Alternative utilizes your existing telephone lines to increase your sales volume without making changes in your staff’s daily routine and without the necessity of hiring new people.