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Extend your virtual hand like never before, and connect your potential customers with highly-trained, extensively-educated chat hosts, thanks to SiteStaff Chat. With our hosts working as an extension of your business, you’ll be able to drive qualified leads into your sales funnel like never before.

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Live Chat Software for the Finance Industry

More and more consumers are embracing live chat as their communication method of choice. In fact, according to J.D. Power’s U.S. Chat and Email Study, 42% of consumers prefer live chat over any other means of customer service.

Like the rest of the world, financial institutions are undergoing a massive shift from in-person transactions to digital banking. Over the past year, 30% of consumers surveyed were using their mobile banking app more, and 35% were using online banking more often. This means that close to 70% of banking is being done digitally. Naturally, the increase in online banking means financial service companies and advisors need to place their focus where their customers are: on their websites. With SiteStaff Chat working for you, you can answer your customers’ questions, and guide them to your services with care and compassion.

24/7 Live Chat
for Financial Services

Let’s face it: Banking and financial planning customers aren’t just doing business between the hours of nine and five. In today’s connected world, customers expect access to information 24/7 and want their questions answered professionally and quickly, on their own timeline. Live chat through SiteStaff Chat’s software increases the flow of information between your company or firm and your clients, so you can improve customer satisfaction, shore up leads, and cut down on administrative workload, with an impressive degree of agility.

Industry-Trained, US-Based Chat Hosts

When a customer is looking for financial advice, quality counts more than just about anything. Our industry-trained, college-educated chat hosts specialize in connecting with your prospective clients in a low-pressure, educational style and we pride ourselves on providing prompt and detailed information…always delivered with professionalism and accuracy. With SiteStaff Chat, your chat hosts will be trained in your unique offerings and company culture, functioning more like an extension of your company and less like a third-party integration.

Our expertly-trained chat hosts communicate with empathy and service-minded professionalism, while directly addressing only the information allowed by your financial institution. 70% of consumers prefer human agents to AI technologies.

Customer Service Matters More in 2021

Even though digital financial services are becoming the norm, relationships still matter. With so many choices, great customer service can help set your institution and your service offerings apart.

In fact, a survey of 15,000 banking clients found that customer service and reputation were the most important factors when selecting a financial institution. Even more so, a recent Microsoft study suggested that 90% of Americans felt customer service was an essential factor in deciding whether or not to do business with a company.

Increase Your Leads
with SiteStaff Chat’s Software

According to, only 52% of pre-retirees and 44% of retirees consult a financial planner or advisor. Among the top concerns of potential clients in need of lending or financial advice are:

  • Fear of change
  • Fear of what the lender might think of them
  • Fear of rejection
  • Fear of being taken advantage of

For these reasons, only 3-5% of your online visitors will take any form of action. Your consumers deserve to feel reassured and prepared to take the next step.

Direct and Private Communication

With live chat outsourcing via SiteStaff Chat, you can offer a private communication channel where your prospects will be warmly welcomed, receive care and attention, and get all of their basic questions answered. Our chat hosts are industry-trained, college-educated, and specialize in connecting with your potential clients in a low-pressure, educational way.

Top financial services companies are turning website visitors into leads using live chat software, and leading research suggests that live chat prospects are 63% more likely to return to your website and 85% more likely to become customers when they receive real-time, helpful support.

Prospects who engage with an industry-trained, college-educated chat host from SiteStaff Chat are even more likely to return to your site. In fact, over 80% of prospects who engage with our chat hosts return to your site at some point, to either learn more or become a client!

The SiteStaff Chat
Guarantee: Positive ROI

Here at SiteStaff Chat, we’re committed to helping you generate more leads for your organization while reducing client acquisition costs, all from your existing website traffic.

In our experience, there is no substitute for the human element in an otherwise robotic process; especially when it comes to matters of the heart (and wallet). By building true trust and a genuine relationship with your clientele, we can generate educated, qualified leads and help you build long-lasting customer relationships through empathy and understanding.

At SiteStaff Chat, we’re here to help you help your customers.

More about Our Chat Hosts

SiteStaff Chat employs 100% college-educated chat hosts based out of the United States who are trained to provide flawless chat support for your industry. Each chat host is industry-trained, and will take the time to learn and internalize the hallmarks of your particular financial service firm. SiteStaff Chat works with you to understand and support the needs of both your business and your website visitor with empathy and professionalism. When you’re ready to learn more, click the link below and get started.

Learn how we can help
grow your business

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