Trusted by over 465,000 businesses globally
Here's how Zoho SalesIQ provides a seamless live chat solution for the finance industry
Greater customer satisfaction
Provide your customers with immediate round-the-clock support. Leverage chatbots to address basic inquiries efficiently and forward more complex concerns to operators who can handle larger problems.
Better personalized experience
With co-browsing, see what your visitors are doing on your website and use your live chat to guide them on their banking journey by providing more personalized support.
Increase conversion
Streamline your sales process and focus on growing your business. You can send personalized loan offers and financial products to increase conversions.
Why is Zoho SalesIQ the best live chat solution for finance services?
‌Streamline your workflow with powerful AI chatbots
Resolve frequently asked questions, facilitate document collection and sharing, gather feedback, book appointments, handle payments and transactions, and more with AI chatbots.
Zoho SalesIQ's AI chatbots can converse in multiple languages, making your banking services accessible to a wider audience.
Handy, self-service options
Effortlessly provide finserv-related content like FAQs, articles, documents, and add engaging phrases to provide a more human kind of interaction.
Create a library of business terms used in financial services to make your bot more efficient in delivering relevant information to visitors.
Manage conversations from multiple channels with ease
Stop juggling between multiple instant messaging apps. From one convenient dashboard, our platform lets you connect with customers on popular channels such as WhatsApp, Instagram, Telegram, LINE, WeChat and Facebook Messenger. No more waiting in queues creates happier customers since they can reach you directly through their preferred messaging app.
Converse in any language with our multilingual chat support
Don't let language be a barrier to building strong customer relationships. Zoho SalesIQ's multilingual chat support empowers you to connect with customers in over 30 languages.
Deliver targeted support and FAQ content that resonates with your global audience. Tailor chat experience based on a customer's preferred language, ensuring they receive the right information at the right time.
Enhance your customer experience with seamless integrations
Elevate the customer experience with Zoho SalesIQ's seamless integrations. Connect your live chat software with your CRM and other business tools for personalized updates that your customers will appreciate.
With 30+ integrations available, you can easily connect your live chat software with apps like help desks, email marketing software, billing software, and more.
Live chat software for every business type and function
Whether you're a startup aiming to strike a chord with potential customers or a well-established corporation seeking to enhance customer support, Zoho SalesIQ's live chat software is designed to cater to all your customer communication needs.
Discover the power of our forever-free live chat software for financial services
Take advantage of our free live chat plan and upgrade only if necessary. There are no hidden costs or credit card information requirement unless you decide to purchase a higher plan.