Reach, Engage and Convert with Chat 

There are many channels for engagement and we’re happy to introduce a solution for Chat on websites.   

  • Why it matters: Financial topics are often complex and time-sensitive. Visitors may have questions about services, retirement plans, or fees — and want quick answers.
  • Benefit: Chat offers instant access, reducing bounce rates and encouraging deeper engagement.

Digital Agent website with click to chat

Lead Capture at the Moment of Interest

  • Why it matters: A visitor reviewing an advisor’s services is already showing interest.
  • Benefit: Chat allows real-time lead capture — especially if paired with a facility to schedule a consultation form or bot asking for name, email, and intent (e.g., “I want to schedule a consultation”).

Boosts Conversion Rates

  • Why it matters: Live chat can increase website conversion by 10–30% (varies by industry).
  • Benefit: Financial advisors can convert more anonymous website visitors into prospects by reducing friction.

24/7 Availability (Offline Message)

  • Why it matters: Prospects browse outside office hours.
  • Benefit: A chat widget with offline messaging ensures they can still reach out or get answers, even after hours.

Valuable Insight Into Customer Needs

  • Why it matters: Knowing what questions are being asked helps shape better content and services.
  • Benefit: Advisors can tailor messaging, FAQs, and offers based on chat transcripts.

Guides Visitors Through the Site

  • Why it matters: Users may not know where to go — whether they need investment guidance, tax planning, or estate advice.
  • Benefit: Chat can route visitors to the right place or person.

Ready to Elevate Your Client Experience? Get Started Today

Contact your Account Manager to explore how you can enhance your advisory services with Digital Agent’s chat service offering.

New to Digital Agent?

Click the button below to easily schedule a meeting at your convenience.

Book a Time