Give clients confident answers from your expertise
Chatref’s AI resolves questions instantly from your own wealth management content – no guessing, no dead ends.
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Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic support questions over and over.
Slow onboarding
New users can’t find the exact next step in your help docs and give up.
Global support
Keeping advice up-to-date across regions is a constant challenge.
No visibility
Your team lacks data on which steps confuse customers most.
The Chatref solution
Scale support as your wealth management product grows.
Clients ask about fees or investment strategies. AI pulls answers from your guides – instantly, in your brand’s voice. Humans step in only when needed. Scale support without adding headcount
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your own help docs – instantly.
Resolve ‘Where’s my data?’ with one click – no email loops.
Capture leads from customers asking about CRM moves.
Fix migration gaps with chat insights – no guesswork.
Under the hood
The features that power it.
Loved by support teams
Teams cut support costs the day they embed Chatref
How SaaS teams scale support without adding headcount or sacrificing quality
Imports used to stall halfway and land in our queue. Now Chatref walks users through field mapping from our own guide, and most finish without us. Our admins handle the real migrations again.
Chatref deflects 60% of our repeat questions – no more 'how do I' emails. Our docs are finally working for us.
Clients get instant answers from our own guides. Onboarding time dropped by 3 hours.
of import questions answered before they reach the team
One AI agent handles every channel and region. Support tickets flatlined after launch.
Won’t clients prefer talking to a human?
Clients want fast answers. Chatref resolves simple questions instantly – humans handle only the cases that need a person.
What if the AI gives wrong advice?
Chatref answers only from your own content. No guessing, no made-up responses.
Do we need to train the AI?
Just add your existing docs. Chatref learns from your content automatically.
How do we handle sensitive client data?
Chatref integrates with your existing security setup. Client data stays protected.
Won’t importing old content bring outdated answers?
You choose what to import. Start with your best guides, then use insights to spot updates. Your AI answers only from what you give it.
How long does setup take during migration?
Minutes. Upload content, drop in one widget snippet, and your AI starts answering. No rewrites or coding.
What if my content is in different formats or languages?
Chatref works with docs, guides, and files. It answers across languages from one set of imported content.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web or shares data.
Give clients confident answers – free
Start for free and let AI resolve questions instantly from your own content.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.