Why This Financial Advisory Firm Chose Human Live Chat Over AI Chatbots

“Weply generates a steady stream of qualified leads for us, while also giving our customers a real human connection and support.”

That’s Nanna S. Jørgensen, Marketing and Communications Manager at BoFinans.

BoFinans helps individuals take control of their personal finances and move toward financial freedom. As a 100% independent financial advisor, their mission is simple: always prioritize the individual client’s needs and dreams. Their advisory services include real estate financing, pensions, investments, strategic financial planning, and wealth management. While their primary focus is private individuals, BoFinans also has a strong business practice providing financial and investment advice to companies.

Like many modern advisory firms, most of their leads come through digital channels. This means website traffic is extremely valuable, and every interaction matters.

For several years, BoFinans worked with Weply, the leading live-chat provider in Scandinavia. But like some other companies exploring new technologies, they decided to test a pure AI chatbot solution.

The results were immediate.

Most importantly, the flow of qualified leads almost disappeared, which had a direct impact on business performance. They also experienced that the chatbot occasionally hallucinated answers, was difficult to configure, and didn’t always handle website visitors in a way that reflected BoFinans’ brand or the seriousness of financial advice.

So BoFinans made the decision to return to Weply.

The impact was immediate.

Qualified leads started coming back, and the combination of human chat experts supported by AI tools delivered the level of service BoFinans expects.

Today, BoFinans sees the chat as a clear competitive advantage. Visitors to their website are able to speak with a real person, someone trained to understand their needs, guide the conversation, and convert the right leads at the right time.

Behind the scenes, Weply’s AI supports the chat experts, helping them respond quickly and consistently while maintaining full human control of the conversation. For BoFinans, the ongoing partnership is just as important as the technology itself.

As Nanna explains: “We highly value the ongoing dialogue we have with Weply about optimizing the chat and improving our responses. They’re very quick to implement changes.”