How Advisor Chat Service Eliminates RoboAdvisor Threat

If a client is at a car dealership and needs to know if he should lease or buy a car, he can chat you. If a young couple are at an open-house and want to confirm they indeed can afford to bid on their dream home, they can chat you.

For financial professionals, implementing a chat service model can eliminate the roboadvisor threat and improve your service virtually overnight. CFPs, CIMAs, ChFCs, CLUs, CFAs, CPA financial planners, and other financial professionals know their clients better than roboadvisors. Roboadvisors cannot compete with you in giving specific advice to individuals at the moment they need it! Call centers are not equipped to dispense the personal nature of advice you provide. Chat, as a medium for serving clients, unlocks this competitive advantage.

To grow, you must give advice when your clients need it. Find out how an easy to use cloud solution may be the answer.

A4A has partnered with FreshDesk to give advisors information about implementing chat service at an RIA. (Sign up for a 30-day free-trial.) A4A is helping to make it safe, secure, and simple to implement chat service in a professional practice while satisfying regulatory rules. At this session, we'll cover:

• Live chat and how it can benefit your customers

• How to configure and deploy live chat

• Archiving and encryption

• Sole practitioners versus multi-professional firms

• Best practices knowledge base for advisors for using chat

• How to integrate it with other support channels through a centralized system

Tom Kunnappallil heads the Freshdesk Partners Program for North and Central America. He manages reseller relationships and customer engagements across this region. Freshdesk makes customer happiness refreshingly easy. Launched in 2010, Freshdesk has over 50,000 customers across the world, including 3M, Honda, Hugo Boss, SolarCity and University of Pennsylvania. With powerful features, an easy to use interface, and a freemium pricing model, Freshdesk’s cloud-based customer support software enables customer service through email, chat, phone, mobile apps, websites, forums and social media channels. The company is headquartered in San Francisco and has offices in Chennai, London and Sydney. Freshdesk is backed by Accel Partners, Google Capital and Tiger Global, and has raised $94million in funding. Sign up for a 30-day free-trial of FreshDesk.

This webinar is eligible for live CPA CPE credit.