Bofinans

The Story

"Weply generates a stream of qualified leads for us, while our customers get genuine human contact and support." That's how Nanna S. Jørgensen, Head of Marketing and Communications at BoFinans, describes the partnership.

Like many modern advisory businesses, the majority of BoFinans' leads come through digital channels. The traffic to their website is highly valuable, and every conversation with a potential client matters. For several years, BoFinans worked with Weply. But like some businesses keen to explore new technology, they decided to test a pure AI chatbot solution.

The results became clear quickly.

The AI Chatbot Test

First, the stream of qualified leads almost disappeared entirely, with a direct impact on business performance. On top of that, BoFinans found that the chatbot occasionally hallucinated answers, was difficult to configure, and didn't always handle website visitors in a way that reflected the BoFinans brand or the level of trust required in financial advisory. BoFinans quickly decided to return to Weply.

The effect was felt immediately.

Qualified leads started coming back, and the combination of human chat experts supported by AI delivered the service experience BoFinans wants to offer.

The Competitive Advantage

Today, BoFinans sees the managed conversation as a clear competitive advantage. Website visitors get the opportunity to speak with a real person, a chat expert trained to understand the client's needs, guide the conversation, and convert the right leads at the right time in the right way.

Behind the scenes, Weply's AI supports the chat experts so they can respond quickly and consistently, while it is always a human who has control over the conversation and the AI.

For BoFinans, the partnership is at least as important as the technology. As Nanna explains: "We also greatly value the ongoing dialogue we have with Weply about optimising the chat and improving our responses. They are very quick to implement changes.”