Scale support as your robo-advisor grows
AI agents explain strategies in plain terms – deflect repeat questions and keep clients informed. Grounded in your own content, not generic answers.
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Why it matters
The problem this solves.
Repeat questions
Support gets the same investment strategy questions over and over.
Client confusion
Clients don’t understand why some robo-advisors fail.
Comparison questions
Clients ask which robo-advisor is best and how they compare.
Support overload
Your team can’t keep up with growing client questions.
The Chatref solution
Keep answers alive during a 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.
Answer ‘How do I switch CRMs?’ from your old help docs.
Resolve ‘Where’s my data?’ in the chat with one click.
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
Real teams cut support tickets in half
How SaaS companies scale with their own content – not generic chatbots
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 investment guides used to get buried in search. Now Chatref pulls the exact steps clients need – no more 'how do I start' emails.
Clients see the exact steps from our own docs – not generic advice. Trust in our product went up.
of import questions answered before they reach the team
One set of guides now handles every region and time zone. Questions no longer pile up overnight.
Won’t outdated content create bad answers?
You pick what to import. Start with your best guides, then use insights to update what’s needed. Your AI only answers from your content – so you control what’s current.
How fast is setup during migration?
Minutes. Upload your content, add one widget snippet, and your AI starts answering. No rewrites, no coding – just fast setup.
Does it work with different content formats or languages?
Yes. Chatref handles help docs, guides, site pages, and files across languages – all from one set of imported content.
Is my old content kept private?
Absolutely. Your content stays yours. Chatref only answers from what you import – never searches the web or shares your data.
Will customers notice any changes?
No. Your AI answers in your brand’s voice using your content. Customers get the same help – just faster and more consistent.
Can it explain our import format?
Yes. It pulls answers straight from your import guides, so users see the exact steps you provide.
What if imports fail?
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.
Reduce support tickets with simple answers – free
Start for free and let AI explain investment strategies in plain terms.
Part of Chatref for Robo Advisor Support · Financial Services hub · pricing.