Building a better online experience with AI chat technology
Industry research shows that building societies provide better service and satisfy customers more than other financial institutions. But to keep an edge in the digital age, that stellar service needs to shift online. Enter WhosOn live chat and AI.
Answer
Offer live answers to third-party brokers as part of a slicker underwriting process
Attach
Exchange necessary files within the chat window for a smooth, undisrupted journey
Agree
Secure initial approvals with intermediaries faster than the competition can
Consult
Advise customers through complex transactions, and clarify products and policies
Qualify
Assess applicant eligibility with quick screening questions via web chat
Confirm
Boost customer confidence in your brand and its service with timely digital support
“WhosOn gives our Intermediary Lending channel a distinct advantage over the competition as a broker will be more likely to place a case with us if they’ve discussed it first.
The Hanley has really enjoyed working with Parker Software, particularly the customer service they have given us throughout our journey. I would certainly recommend WhosOn to anyone looking to improve their customer engagement."
Rob Hassall,
The Hanley Economic Building Society
Use a chatbot operator to route customers and handle basic queries or services
Answer even complex finance questions quickly with canned responses and AI auto-text
Guide visitors through forms and online applications with proactive co-browsing
Offer inclusive building society support with real-time translation in 100 languages
Request structured information – dates, numbers, etc. – via dynamic in-chat form fields
Escalate involved chats into voice calls at any time with seamless omnichannel calling
Support your human advisors with hybrid, bot-powered admin assistance
Resume conversations at a more staggered pace via smooth Office 365 integration
Get effortless categorisation / contextualisation of chats via AI summaries
Gauge customer satisfaction via sentiment analysis algorithms and detailed chat reports
Create detailed chat routing rules to ensure each query gets through to the relevant advisor
Sync chat with your CRM, BI platform, GA suite and more with rich out-of-the box integrations
Cyber Essentials Plus certified
FSQS certified
GDPR compliant
99.5% uptime guarantee
“Security Solution of the Year” winners
Specialists at live chat deployments in highly regulated environments
Expert in-house support team
Before we start work on your chat project, we need to take the time to understand your business and its goals. Then, we can recommend next steps, start planning any custom work and get you set up with a free trial.