Service and trust are vital to your customers.
Strengthen your relationships with live chat.
Financing and Mortgages
Obtaining a mortgage or refinancing an existing one can be a complicated process. Using live chat, your financial advisors can dramatically increase funding rates by providing real-time answers and steering visitors to loan options that best meets their needs and credit history.
LivePerson's chat solutions have a proven track record with helping lenders sell:
One-stop shopping for insurance is an enormous benefit to busy consumers. But for brokers, providing customer service can be a challenge. LivePerson helps ease that burden. Our user-friendly operator console automatically routes visitors to skill groups based on product interest. And a self-service FAQ/knowledge base helps customers find routine answers and appropriate claim forms on their own.
Brokers rely on live chat to sell and support a wide variety of insurance products:
Brokerage and Online Trading
Time is of essence when you're trading currency, ForEx or contracts for differences (CFDs) online. Live chat lets brokers standardize the level of customer support they provided to clients.
With live chat brokers can answer time-sensitive questions quickly and efficiently, covering a variety of topics such as:
Help visitors understand the process of debt settlement programs, and supply information on legal options by providing instant access to financial advisors. Web advisors can help visitors use online tools to assess their economic situation and design savings programs.
Across the nation, companies rely on live chat to: