Future-Proof Financial Services: Where Innovation Meets Efficiency
ChatLabs is trusted by leading brands in the world.
FinServ Solutions
Tailor Private Financial Advisors to Think Inside each Client’s Financial Mind
- Grow your brand's awareness with well-times posts.
- Lift your engagement with personalized customer communications.
- Experience a higher rate of customer conversion with motivational AI.
- Accelerate revenue growth with well-worded reminders to customers.
Why You Should Invest In ChatLabs AI For Your Company
Personalize Financial Guidance
ChatLabs AI's contextual capability helps adapt to any banking, wealth management, Fintech, insurance, or payments company.
Increase Efficiency and Cost Savings
Engage your users in personalized experiences for high profitability and maintain loyalty with motivational curated content.
Enhance Accuracy
Easily integrate our AI with the tools you already use for easier and more efficient customer services to maintain brand image.
Case Study
Explore how our customers are building great experiences and succeeding with ChatLabs Co-Pilots.
CHATLABS
As a financial services company, contacting customers for on-time payments and reminders is a challenge, since we don’t want to lose out on customers. Along with maintaining our social profiles, ChatLabs AI helped us with delivering such sensitive messages with ease, helping improve our customer relations.
John Parker
Customer Relations Manager
CHATLABS
Western financial services firms continue to use multiple platforms for their customer journeys, whereas, Chinese firms use one comprehensive app – WeChat. Building the entire customer journey flow within WeChat allows for a convenient user experience, right from initial engagement, to signing up for the account and managing it. By starting a mini program, this financial firm could conduct 20K+ sessions and reach a target of 10k+ total users in just 2.5 months.
Xiana Chin
Marketing Manager – ChatLabs
CHATLABS
Western financial services, as advanced as they may be, have failed to compete with Chinese firms on WeChat. We found that the reason behind this has more to do with the cultural norms. Western financial firms should start using WeChat as a core engagement hub, stop relying on standalone apps, improve customer journeys and relations, and introduce gamification and incentives to engage customer interest.
Celine Spencer
Marketing Manager
CHATLABS
WeChat unfortunately remains largely untapped by the Western financial services industry. However, understanding its wide potential, TD Ameritrade was the first US brokerage firm to open a WeChat official account and mini program with the help of ChatLabs. Through this integration, TD Ameritrade users could easily open accounts, chat with live agents, and make educational materials available to them.
Xiana Chin
Marketing Manager – ChatLabs
