Automate wealth management support with AI
Scale advisory tools that handle client questions instantly – all from your own content. Free your team for high-value advice.
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Why it matters
The problem this solves.
Repeat questions
Support keeps answering the same basic advisory questions over and over.
Slow onboarding
New clients can’t find the exact next step in your help docs and give up.
Global coverage
Keeping up with client demands across different regions and time zones.
No visibility
Your team has no data on which advisory steps confuse clients most.
The Chatref solution
AI-powered wealth management support.
Your clients ask. AI answers from your wealth management docs and FAQs – not the web. Resolve questions instantly and hand off to humans with full context when needed. No dead ends, no made-up advice.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your old help docs – no new training needed.
Resolve ‘Where’s my data?’ in the chat with one click – no email loops.
Capture warm leads from customers asking about CRM moves.
Turn chat insights into fixes for your migration gaps.
Under the hood
The features that power it.
Loved by support teams
AI support that answers from your own content
See how teams reduce wait times and scale advice with accuracy
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.
Our clients get instant answers about account management – all grounded in our own guides. No more made-up advice.
Chatref resolves basic questions instantly, so our team focuses on high-value client interactions.
of import questions answered before they reach the team
One AI agent handles all communication channels, providing consistent advice across every touchpoint.
Won’t importing old content just bring in outdated answers?
You choose what to import. Start with your best guides, then use built-in insights to spot what needs updating. Your AI agent only answers from what you give it – so you decide what’s current.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering. No rewrites, no coding, no waiting.
What if my old content is in different formats or languages?
Chatref works with help docs, guides, site pages, and files. It answers across languages from one set of imported content – so your whole team stays covered.
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 your data.
Will customers notice the migration?
No. Your AI agent answers in your brand’s voice using your imported content. Customers get the same consistent help they always did – just faster.
Can it handle questions about our import format?
Yes – it pulls answers straight from your import guides, so users see the exact steps your team wrote.
What if Chatref gives incorrect financial advice?
Chatref only answers from your approved content. It won’t make things up, ensuring all advice is accurate and aligned with your firm’s policies.
How does Chatref integrate with our existing CRM?
Chatref works alongside your CRM. It captures lead information and provides context for human advisors when needed, enhancing – not replacing – your current setup.
Automate wealth management support – free start
Paste your content and let AI answer client questions instantly in your brand’s voice.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.