Tools and support for the financial industry

Some of the greatest challenges faced by professionals working in the financial products sales industry are the multitude of responsibilities, the constant lack of time and, consequently, the necessity to perform several tasks at the same time.

Using Chater will make Your work, and that of Your employees, much easier, as you will be able to reduce most of Your workload (including answering repetitive questions, researching, collecting and entering customer information and even scheduling appointments).

Our platform is a whole set of tools that will ensure you are always connected to Your clients. Live chat, video chat and even callback will allow you to communicate efficiently and at any time – in a form that suits you most.

In addition, you will gain the ability to organise online events, implement advertising campaigns and send e-mails and text messages, taking Your marketing to an even higher level.

Chater also provides you with access to an advanced CRM system, with which you can easily manage Your contacts. This, combined with comprehensive analysis capabilities, will allow you not only to handle current enquiries, but also to prepare personalised financing offers and – last but not least – to plan Your activities several or even more months “ahead”.

With the option to archive Your client communications, it will become very simple for you to ‘go back’ to previous conversations to recall them and to respond to future customer needs in a much better manner.

Taking over arduous tasks by computers, effective marketing activities and, on top of that, access to highly valuable data. All this will ensure that you and Your team not only reclaim precious time, but also much-needed energy and motivation for Your work.

Chater will take all these tasks out of Your hands so that you can focus on what you do best – reaching out to customers, researching their needs, and then offering the most attractive and tailored financial products.