Stop client questions from pulling advisors away from high-value work.
Your clients have questions about wealth management – and they expect answers now. Chatref provides instant support from your own content, so advisors focus on what matters most.
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Why this matters
Support keeps getting bogged down by the same questions
Answer the busywork – not more tickets. Chatref answers repeat setup, import, and permission questions from your own guides the moment they are asked.
Same questions daily
Your team spends hours answering the same setup, import, and permission questions over and over.
Work stops, queues grow
Admins get pulled away from product work, tickets pile up, and users stall before they finish setup.
No warm leads captured
Valuable signals from support chats slip away because no one captures them.
What you get
Four wins for CRM teams
The big picture
CRM teams keep advisors focused – AI answers from your docs, not the web.
How it works
Turn help docs into instant answers
Feed Chatref your guides and FAQs once. It learns them to answer customer questions 24/7 – so your team only handles cases that need a real person.
Add your help docs and guides Upload setup guides, import walkthroughs, and permission FAQs. Chatref digests them fast to answer questions straight from your own content.
Drop the Chatref widget Embed it in your website or app. Now customers get answers instantly, without leaving their workflow.
AI answers from your content Questions about setup, pipelines, or permissions resolve instantly in the chat – no dead-end links, just fast answers.
Human handoff with full context When a question needs a human, Chatref hands it off with the full chat history so your team picks up without missing a beat.
The toolkit
Every job, mapped to a feature.
One AI agent, and a toolkit around it. Each card links to the feature that does the work.
Wealth management
Find your sub-industry
One AI agent that answers client questions instantly, scales support efficiency.
Real questions
CRM questions answered instantly
Explain how to import contacts from Excel without opening a ticket.
Fix 'teammate can’t see customer record' errors instantly.
Set up a sales pipeline step-by-step in minutes.
Connect Gmail to the CRM in under a minute.
Repair broken workflow automations on the spot.
Fix email templates that won’t send automatically.
Set user permissions for new team members in seconds.
Clean up duplicate contacts fast without support help.
Onboard new reps faster with instant setup answers.
CRM support wins
Solve every CRM job from setup to renewal
Stop users from getting stuck on imports, permissions, billing or automations – and let your team focus on the cases that need a person.
The math
Turn chat into profit – not another support ticket
Every chat that never lands in your queue is a ticket you don’t have to pay for. Chatref answers setup, import, and permission questions straight from your own docs so your team can focus on high-value work. Results depend on your product and content.
- Deflect the same questions before they become tickets
- Cut first-response time from hours to seconds in every region
- Scale support globally without adding headcount or night shifts
- Turn routine how-to chats into warm leads for sales
- Free admins to build features instead of answering docs
- Use chat insights to fix the docs causing the most questions
Loved by support teams
CRM teams, scaling support without scaling admins.
How CRM platforms use Chatref to answer setup, import, and permission questions before they reach the team.
Chatref took over the import and field-mapping questions that used to fill our queue. Our admins finally spend their time on the migrations that actually need a person.
New customers used to wait a day for setup help. Now they configure pipelines on their own and reach their first deal the same day.
It answers permission and role questions from our own docs, in our own voice. Most admins cannot tell it apart from the team.
of setup and import questions answered before they reach an admin
One agent covers our EU and US accounts in their own language, so we retired the after-hours import desk for good.
Will Chatref replace our CRM system?
No. It handles client support questions while your CRM manages relationships.
How do you ensure answers meet financial regulations?
Chatref only answers from your firm’s approved content. No made-up advice – ever.
What happens if a question isn’t in our docs?
The chat hands off to your team with full context. No inquiry falls through the cracks.
Will it invent answers about our CRM?
No. It only uses your own help docs and guides – never guesses or makes things up.
Is it just a search box in a chat window?
No. It gives instant answers and can take action – like resetting passwords or updating permissions.
Can it handle our CRM’s unique rules?
Yes. Upload your setup docs and permission guides. It answers only from that content.
Does it replace our support team?
No. It deflects repeat questions so your team focuses on cases that need a person.
How long does setup take?
Most teams go live in under an hour. Add your content, drop in one snippet, and you’re done.
Can it answer questions in other languages?
Yes. It answers in the user’s language using your translated content. One widget covers every region.
What if our CRM docs are outdated?
It only uses what you give it. When you update your docs, it uses the new content immediately.
How do we know what users are asking?
It sends a weekly insights email. It shows top questions, where your docs are weak, and what to fix next.
Does it charge per agent seat?
No. You pay based on usage – not per seat. Scale support without your bill growing with every hire.
Bring Chatref to your wealth management support.
Add your help docs, drop in one snippet, and let Chatref answer the first questions – free to start.
Part of the Financial Services support hub · see pricing.