HelpSquad - Live chat agents, outsource live chat answering to US Based operators at HelpSquad.

How HelpSquad works for:

Financial Services

Live Chat Services for companies in the Financial Industry

In an increasingly competitive financial services industry, engaging, informative Chat agents help you stand out among providers.  As consumers migrate online for financial advice from banks, brokerages, investment firms, and credit-card providers, there is no shortage of questions about potential services or concerns about possible problems. Can your Live Chat team handle it all?

HelpSquad delivers premium Live Chat services at affordable prices.  Personally pre-trained with your business, its practices, and brand, our US-based agents are available 24/7 to seamlessly extend the reach of your customer service support.

Using Live Chat and a powerful ticketing system, HelpSquad agents create a friendly, informative experience for your clients, boosting conversion rates while letting you track your customer service in real-time.

The choice of financial advisor, investment resource, or credit provider often turns on a first impression.   HelpSquad can supplement your Chat team, or become your go-to service for scalable, professional Live Chat service. Contact us today.

A 14 day Free Trial

Start converting more leads into sales & meetings today!

Your website neeeds Live Chat 24x7

HelpSquad is here to help

  • 24x7 US Based Live Chat Agents
  • Agents go through vigorous training
  • Instant lead and chat transcript forwarding
  • Appointment scheduling
  • Free FAQ creation and upkeep
  • Any CRM integration
  • Enterprise level reports
  • Account manager
  • Live in as little as 48 hours
  • 24x7 Support at 1-877-775-3667