Building society live chat

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.

Support brokers and intermediaries


Offer live answers to third-party brokers as part of a slicker underwriting process


Exchange necessary files within the chat window for a smooth, undisrupted journey


Secure initial approvals with intermediaries faster than the competition can

Support customers


Advise customers through complex transactions, and clarify products and policies


Assess applicant eligibility with quick screening questions via web chat


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

Maximise efficiency with smart chat features

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

Building society live chat with best-in-class security

Keep your financial organisation in control of

A chat specialist you can trust


  • 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

Proudly powering building society live chat for

AI chatbot

Start scoping your chat project

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.

Chat to us now