Weply generates 2x the amount of qualified leads compared to AI chatbot

BoFinans help individuals master their personal finances and achieve financial freedom. As a 100% independent financial advisor they are able to always prioritize the individuals needs and dreams in their advisory. Their expertise includes real estate, pension, investments, strategic financial planning and wealth management. While their main focus is on individuals they also have a thriving business practise, where they provide financial and investment advice for businesses.

Their main source of leads is digital led. Traffic to their website needs to be handled with care, due to the nature of the services they provide. BoFinans had been long term customers at Weply, the leading live-chat provider in Scandinavia, but felt a need to experiment with a pure AI chatbot solution to test the market.

They found several issues with the pure AI-driven solution. Most importantly the continous pipeline of incoming qualified leads basically disappeared, which had an immediate effect on their business performance. Secondly, they found that the chatbot had hallucinations, was difficult to configure, and did not always take care of their website visitors and potential customers in a way that lived up to their brand and the nature of their service and business domain.

Therefore they quickly returned to Weply.

With Weply they found that the high value qualified leads instantly came back and that the ongoing support that the customer success team at Weply provides makes the product, the service and the performance of the human chat experts is continously improved. For BoFinans it is a competitive advantage to be able to provide website visitors an opportunity to have a dialogue with a real human being who, while supported by Weply AI in the background, always is in controlled and has been trained in converting the right leads at the right time in the right way.