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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

Feature
Description
Benefit
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.
Co-Browsing Support
Counselors can share a screen with the visitor to walk through resources, forms, or service directories together.
Reduces confusion and helps guide overwhelmed individuals through complex intake forms or local resource databases.
Live Chat with Human Agents
Visitors can escalate from chatbot to a live human counselor instantly.
Ensures people in distress always have a human available - key in moments of crisis, panic, or emotional vulnerability.
Multi-Channel Access (Web, SMS, FB)
Users can initiate contact from multiple channels and - not just website chat.
Makes help more accessible for people in crisis who may prefer texting or social media over direct conversation.
One-on-One Video Chat
Secure video sessions between visitors and trained staff.
Builds trust and emotional connection in situations where tone, expression, and visual reassurance matter.
Real-Time Visitor Monitoring
Counselors can see who'ss on the site, what pages they're viewing, and how long they've been there.
Allows staff to proactively engage someone who may be silently struggling or hesitating to ask for help.
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Lending Assistant- powered 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.