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.
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