Provide instant, seamless customer support
24/7 from anywhere you are!


Provide your financial expertize before they even ask for it.


Be available to customers and prospects 24/7 to render quick, convenient support.


Stand out from the competition by offering instant information on products of interest to the customer.

Plays well with leading help desk software ticketing systems

  • SalesIQ
  • Salesforce Desk
  • Vision
  • Deskero
  • Zendesk
  • Happyfox
  • Team Support
Plays well with leading e-commerce platforms

Reach out to customers drowning in financial jargon.

"Deductible," "gap payment," "recovery plans," "exclusions"—customers who struggle to make heads or tails out of the language of finance will be relieved to use a live chat option. You can help them clearly understand products, procedures, and benefits of the industry.

Live chat can help make new customers feel more comfortable making a first-time purchase

It's quick, simple, and convenient.

Traders from all across the globe use your site. It's not possible to have toll-free numbers for every country, but making frequent international calls is simply tedious and expensive, for you and for your clients. Give your clients free, speedy, and convenient customer service with SalesIQ.

The SalesIQ financial live chat platform is optimized for your mobile site

Help customers choose the most suitable products.

60% of millennial investors turn to human advisors for future investments. Live chat is the ideal way to connect with customers seeking advice online. Match customers with the right financial products and inform them about their features and benefits. Use the extensive customer data acquired through tracking website visitor activity to make the most of upsell opportunities.

Globally, e-tailers lose $3 trillion USD in sales every year from abandoned carts

Why SalesIQ for financial services?

Zoho SalesIQ is not just a live chat software.

Assist with self-service procedures

Simple setup

Auto chat translation

Around-the-clock support

Chat departmentation

Offer expert advice on products

Offer assistance for self service options.

Not all customers find it easy to follow automated procedures for online applications, forms, account opening, and transactions. Hassles in the process may lead them to abandon your site or seek a competitors' services. Supplement self-service with live chat support to increase application completion and reduce abandonment rates.

Give your customers a reason to come back to you

Instant trigger-based notifications.

Differentiate yourself from your competitors by offering extended service. Send instant notifications of favorable price changes in securities/instruments to customers who are online at the time and win their loyalty.

Catch your customer's attention with highly targeted chats