Delivering Always-On Client Support with a Smart Knowledge Hub

• Financial organizations often face repetitive client questions about services, timelines, document requirements, and account procedures.
• This puts pressure on support teams, slows response times, and leads to inconsistent communication—especially outside working hours.

Alppoint.ai's Client-Facing Knowledge Hub is a branded chatbot that lives on your website or client portal. It instantly answers client queries using your firm's documents, FAQs, service guides, and onboarding flows.

Clients can ask: "How do I update my beneficiary?" "What's the process for requesting an investment report?" "Do I need to submit ID again for this form?"

The assistant responds instantly, 24/7—ensuring clarity and a professional client experience.

• Natural language Q&A trained on your service guides & FAQs
• Works 24/7 across client types (retail, HNW, institutional)
• Custom tone and branding for firm consistency
• Escalation logic to connect to human support when needed
• Secure, compliant, and auditable

• 60–80% reduction in first-level support volume
• Faster client resolution time, improving satisfaction
• Scales client service without scaling headcount
• Consistent responses across client segments