BetaWealth prides itself on providing personalized investment advice to its clients. With Deskhero's AI capabilities, the firm can automate the process of analyzing client queries and suggesting relevant responses. This not only improves the efficiency of their customer support team but also ensures that clients receive accurate and personalized advice.
The AI-powered knowledge base is another key feature that BetaWealth leverages. The AI can generate articles from various sources, including the firm's investment policies, market analysis reports, and portfolio management guidelines. This ensures that the knowledge base is always up-to-date, providing clients with the latest investment strategies and market insights.
Deskhero's AI also enhances BetaWealth's website scraping capability. The AI can scrape relevant financial news and updates from trusted sources, which are then added to the knowledge base. This keeps the firm's clients informed about the latest market trends and investment opportunities.
With Deskhero's comprehensive search bar, BetaWealth's clients can quickly find the information they need. The AI-powered search function leverages OpenAI Embeddings to find relevant content from the knowledge base, previous tickets, and scraped website data. This not only enhances the user experience but also reduces the workload of the customer support team.
Finally, BetaWealth uses Deskhero's REST API to integrate the platform with their existing CRM system. This ensures that all client interactions are captured and analyzed, providing valuable insights that help the firm improve its services and client satisfaction.
How does Deskhero's AI enhance client communication?
Deskhero's AI analyzes client queries and suggests relevant responses, ensuring that clients receive accurate and personalized advice. It also improves the efficiency of the customer support team.
How does Deskhero's AI keep the knowledge base up-to-date?
The AI can generate articles from various sources, including the firm's investment policies, market analysis reports, and portfolio management guidelines. It can also scrape relevant financial news and updates from trusted sources.
How does Deskhero's AI enhance the search function?
The AI-powered search function leverages OpenAI Embeddings to find relevant content from the knowledge base, previous tickets, and scraped website data. This ensures quick and accurate search results.
* This article provides an example of how a fictive company in the Investment advice and portfolio management industry is using Deskhero. Sign up now for free to discover how it can benefit your own organization.
