Clients today expect personalized outreach, insights, and goal-based planning — delivered the moment they want it, on the platform of their choice. Chatly enables you to reach Chinese consumers where they are – WeChat. Send them automated, yet targeted messaging featuring the latest industry intelligence, or answer their more complex questions with 1-to-1 customer service.
Supercharge advisor productivity and create stronger client relationships by delivering personalized services via WeChat. Agents can manage up to 10 chats at a time and all conversations are tagged and tracked in Chatly.
Your two biggest concerns – eliminated. Chatly stores the data from your WeChat mini-programs on our secure, encrypted servers. We work with a number of leading financial services companies, meaning we understand China’s complex regulation ecosystem and will help you avoid any potential missteps.