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Providing Financial Services Successfully With Live Chat
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04 April 2017

Gemma Baker


Providing Financial Services Successfully With Live Chat

If your company is looking for a live chat software supplier that is FCA compliant, UK based and with a proven track record then read on.


Financial organisations have to comply with the Financial Conduct Authority’s (FCA) stringent procedures otherwise they risk being investigated, and a ban being placed on their products and services. It is, therefore, vital that finance companies ensure their suppliers help them to conform to FCA regulations.

The Click4Assistance solution is especially successful within the financial sector due to data being completely stored in the UK. Sensitive information such as credit card or account numbers is unable to be transferred through chat to reduce any risk of a data breach.  Live chats on your website are transmitted with SHA-256bit encryption making them equivalently as safe as a payment page.

The solution can restrict access to your office IP address only, ensuring that employees are only logged in during permitted hours within the workplace. This enables a finance company to ensure their organisation is not breaching the FCA’s rule that “data cannot be at risk through employees” via the live chat system.

Successful Implementations within the Financial Sector


Polaris chose to implement live chat within imarket, an e-trading solution funded by several insurers. The imarket platform connects broker and insurer systems to provide instant and secure access to products and services. By integrating live chat within imarket business is kept in the e-trade environment.

“The deployment of live chat for imarket is an important step and it will significantly improve a broker’s journey, enabling more of their business to be placed via their platform,” said Martin McLachlan, Polaris’s Managing Director.

For more information on the Polaris integration, read our blog Polaris Implements Chat for Website for e-trading Brokers.

One Call Direct

In 2015 One Call Direct was looking improve customer service via another channel of communication. They needed a live chat solution with customisable and reporting functionality and Click4Assistance matched their requirements.

They use customised buttons and windows throughout their website to ensure their customers are confident they are speaking with the insurance company. To minimise the call volume on their phone lines One Call incentivise customers with a discount offer, in a pre-recorded message, to use their live chat system.

Take a look at our blog for further information, One Call Implement Live Chat for Web.

Angel Underwriting

Angel Underwriting has been using Click4Assistance live chat software for over ten years. They wanted to offer a more personal service and felt that live chat was the way to do this.

Their approach is generally to answer simple questions quickly over chat and follow up more in depth or complicated enquiries by phone. The benefit of this is that this enables their service channels to be integrated, in order to provide a seamless customer experience.

For more information read our blog Angel Underwriting, Celebrating 10 Years with Click4Assistance Web Chat System.

Successful Implementation

The above finance companies integrated Click4Assistance’s solution to their business requirements, and are all benefiting from live chat, so don’t let your establishment miss out!

Click4Assistance Live Chat on your Website Seminar

If you weren’t able to visit the recent B2B Marketing Expo and hear how to successfully implement live chat in our seminar presented by Jill Stephens, you can still book a free expert demonstration on 0845 123 5871 or by emailing us at  

Author: Gemma Baker

Gemma is the Marketing Executive for UK live chat software provider, Click4Assistance, with a range of digital knowledge within PPC advertising, SEO practices, email campaigns and social media.


UK providers of live chat software and online communication tools to a range of industries, we offer a cutting edge, resilient and proven live chat solution backed-up with first class support and advice.


Live Chat Software Author


Gemma is a Marketing Executive for UK web chat Provider Click4Assistance, with a range of knowledge in live chat software and customer engagement channels, customer service methods and improving online business.


Cost-effective live chat software, proven to increase lead generation and customer satisfaction. Easy to implement and customise, the solution supports your business out of hours with the ‘leave a message’ feature.


Integrate our compliant solution with your existing systems for a seamless implementation. Intelligent chat routing ensures multiple department capabilities. Measure your ROI and monitor operators’ KPI’s with the Advanced Reporting Suite.


Increase productivity, reduce resource costs and improve customer satisfaction by answering multiple enquiries simultaneously with live chat software. Mitigate budget restraints, support digital transformation and help customers during online processes.