Guide investors with instant AI answers
Clear, fast answers about your tools – no wait time. Chatref turns your wealth management docs into an AI advisor that resolves 90% of queries instantly.
Featured on
Why it matters
The problem this solves.
Repeat questions
Your team keeps answering the same basic onboarding questions over and over.
Slow onboarding
New investors can’t find the exact next step in your help docs and give up.
Missed leads
Warm prospects in chat go uncaptured because your system isn’t set up to track them.
Support overload
Your team is drowning in tickets during product updates or market shifts.
The Chatref solution
Keep answers alive during CRM switch.
A prospect hits a snag during CRM migration and pauses their trial. They ask Chatref. AI pulls the exact next step from your old migration guide. The switch finishes. They upgrade – no queue, no wait, no trial lost to friction.
Real questions
What Chatref answers here.
'How do I set up my first investment?' – AI guides them step-by-step.
'What are your fees?' – Chatref pulls the latest pricing from your docs.
New investor asks about retirement planning – AI provides a tailored guide.
Investor needs help with tax forms – Chatref connects them to the right doc.
Under the hood
The features that power it.
Loved by support teams
Cut repeat questions in half
How 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 90% of our repeat questions – users get answers instantly from our own docs. Our team focuses on the hard cases.
Onboarding time dropped as Chatref pulled exact steps from our guides. No more 'how do I start' emails clogging the queue.
of import questions answered before they reach the team
We capture every warm lead automatically. Chatref tags conversations and hands them to sales – no manual work.
Won’t outdated content cause bad answers?
You pick what to import. Start with your best guides, then use insights to update old content. Your AI only answers from what you approve.
How fast is setup during migration?
Minutes. Upload your content, add one widget snippet – your AI starts answering right away. No coding or rewrites needed.
Does it work with different content formats?
Yes. It handles help docs, guides, site pages, and files – all from one set of imported content.
Is my content kept private?
Absolutely. Your content stays yours. Chatref only uses what you import – it never searches the web or shares your data.
Will customers notice changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster.
Can it answer questions about your import format?
Yes. It pulls answers straight from your import guides, showing the exact steps you wrote.
What if an import fails?
It lists common issues from your docs and hands off to your team with full context for anything unusual.
Does it help with field mapping?
Yes. It guides users through matching columns to fields using your documentation rules.
Guide investors with instant AI answers – free start
Paste your docs and let AI resolve queries in your brand’s voice. Start free now.
Part of Chatref for Wealth Management Support · Financial Services hub · pricing.