Clear up confusion about robo-advisor fees
Chatref answers fee questions instantly from your own content – no generic web searches, just accurate info. Reduce support tickets about pricing.
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Why it matters
The problem this solves.
Repeat fee questions
Customers keep asking about your pricing tiers and hidden fees.
Support overload
Your team spends too much time explaining basic fee structures.
Confused customers
Complex fee explanations leave users frustrated and unsure.
The Chatref solution
Answer fee questions instantly.
A prospect asks about fees during onboarding. AI answers instantly from your pricing guide. They complete setup – no queue, no wait, no friction.
Real questions
What Chatref answers here.
Answer ‘How do I switch CRMs?’ from your help docs – no new training.
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
Clear up confusion about robo-advisor fees
How teams cut fee questions in half with instant, accurate answers
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 cuts our fee questions in half. It pulls the exact pricing details from our own site – no more outdated article links.
Our customers get instant, accurate fee explanations 24/7. Support handles only the tricky cases now.
of import questions answered before they reach the team
We pay as we go – no per-seat fees. Chatref scales with our growing customer base.
Why should we use Chatref instead of our current support system?
Chatref reduces repeat fee questions and frees up your team for complex cases. It answers instantly from your own content, not generic web searches.
How does Chatref handle complex fee structures?
Chatref uses your own content to explain fees clearly. It resolves questions instantly and hands off to humans with full context if needed.
What makes Chatref different from other chatbots?
Chatref answers only from your docs, so it doesn’t make things up. It resolves the issue and hands off with context, not a dead-end article link.
How does Chatref scale with our growing customer base?
Chatref handles fee questions 24/7 without adding headcount. It covers every region and hour with one set of content.
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.
How long does setup take during a migration?
Minutes. Upload your content, drop in one widget snippet, and your AI starts answering.
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.
Can I keep my old content private?
Yes. Your content stays yours. Chatref only answers from what you import – it never searches the web.
Clear up confusion about robo-advisor fees – free start
Paste your docs and let AI answer instantly in your brand’s voice.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.