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Improve customer service and increase loan conversions with live chat

Discover the power of Live Chat for Lending Companies with ChatBeacon AI. Elevate customer engagement and streamline the lending process with real-time assistance

Know About Us
Know About Us
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Enhance Customer Trust with Secure, Real-Time Support
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Simplify Communication and Deepen Customer Connections
Empeople Credit Union using ChatBeaconAIThomaston Saving Bankusing ChatBeaconAIKnoxville Employee Credit Union uses ChatBeacon
Empeople Credit Union using ChatBeaconAIThomaston Saving Bankusing ChatBeaconAIKnoxville Employee Credit Union uses ChatBeacon

Why choose ChatBeacon AI for your Lending Business?

Feature
Description
Benefit
Generative AI Agent Assist & Supervisor Metrics
Real-time AI-powered summaries, visitor sentiment analysis, and agent performance metrics available directly inside the ChatBeacon dashboard.
Boost agent productivity, improve borrower satisfaction, and empower supervisors to coach in real time based on actionable insights.
Agent Co-Browsing and Secure Screen Sharing
Agents instantly co-browse and securely screen-share with borrowers to guide form fills and assist with technical issues, without requiring downloads.
Reduce borrower confusion, lower abandonment rates, and increase completed loan applications with direct in-chat assistance.
AI ChatBot with Vector Store
ChatBeacon AI uses vector storage to access and reference custom documents (PDFs, training manuals, policies, etc.) in real time.
Delivers responses based on your organization's mental health protocols and documents ensuring accurate, policy-aligned help 24/7.
Secure File Uploads Right in the Chat Window
Borrowers can upload income documents, identification, and other loan materials securely within the live chat window for streamlined processing.
Speed up application processing, improve customer experience, and avoid delays caused by missing or lost documents.
Proactive Visitor Engagement with Smart Triggers
Behavior-driven chat invitations based on scroll depth, page activity, or inactivity to engage visitors before they leave the lending page.
Increase engagement rates, capture more applications, and convert more rate shoppers into qualified leads without additional advertising costs.
Full Conversation History + CRM Integration
Every conversation, whether handled by AI or human agents, is automatically logged, summarized, and pushed into your CRM/LOS for complete context and faster follow-up.
Enable faster, smarter loan officer follow-ups, leading to higher funded loan volume and a more efficient lending pipeline.
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Lending Assistant- Assisted by ChatGPT

With advanced AI technology, ChatGPT provides personalized customer support, understands complex lending terminology, and ensures customer information remains confidential

Natural language processing

ChatGPT is a cutting-edge virtual assistant equipped with natural language processing technology, enabling it to understand and respond to user queries in a conversational manner. This is particularly useful for the online lending industry, where customers often have complex questions or require assistance with loan applications. With ChatGPT, customers can receive quick, accurate responses without having to navigate complex menus or wait on hold for a human representative.

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Personalized recommendations
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ChatGPT can also provide personalized loan recommendations based on customer needs and preferences. This can help customers find the right loan product for their unique situation, increasing the likelihood of approval and customer satisfaction. With ChatGPT  customers can receive tailored recommendations without having to spend hours researching loan products or filling out applications.

Data Security & Compliance
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ChatGPT ensures sensitive customer data remains protected while assisting with compliance tasks like KYC and AML checks, reducing risks and maintaining regulatory standards.

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Implementation Solutions

Enhance your lending process with cutting-edge chat features.

Personalized support that boosts conversions and customer satisfaction

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Collaborate with customers in real-time, guiding them through complex processes and forms, fostering trust and increasing successful transactions

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Personalize customer interactions by offering face-to-face consultations, building stronger relationships and improving communication efficiency

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Extend accessibility with SMS-based chat interactions, allowing customers to engage conveniently from their mobile devices, enhancing engagement rates and providing seamless support

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Insight

Unlock the Future of Lending with ChatBeacon AI

In the ever-evolving landscape of the lending industry, staying ahead of the curve means embracing innovative technologies that enhance customer experience and streamline operations. The ChatBeacon AI Platform is your ultimate solution, offering a comprehensive suite of tools to revolutionize how you engage with clients. Our platform combines cutting-edge features like agent-assisted co-browsing, website screen recording, live visitor monitoring, video chat, SMS messaging, and Facebook Messenger integration. Here's how these features can transform your lending business:

Agent-Assisted Co-Browse: Simplifying Complex Processes

Navigating through loan applications and financial forms can be daunting for customers. With ChatBeacon AI's agent-assisted co-browse feature, your agents can guide clients through your website in real time. This hands-on support reduces confusion, accelerates the application process, and increases customer satisfaction. By visually guiding customers, your team can address concerns instantly, making the lending journey smoother and more efficient.