ChatLabs Finance

Industry Insights

01

In China, the adoption rate of mobile banking services is 37% higher than the global rate.

02

Chinese consumers’ adoption rate of mobile payment services is 40% higher than the global average.

03

92% of Chinese consumers believe financial services should create and use emerging technologies to make doing business easier.

Incentivise Data to Create a Secure Financial Service in China

In China, it is expected to witness a closer collaboration between fintech companies such as Ant Group, Alipay & Zhongan, fintech service companies such as Tencent, isoftstone and traditional banks. According to CCID Consulting, in 2019, China’s fintech sector had a market value of USD 59.2bn; its fintech market size is projected to reach USD 85.7bn by 2022. By 2024, fintech investment is estimated to reach USD 858bn.


ChatLabs Platform provides a solution that allows you to centralise social channels management and build trust by providing the most value to your clients. Our solution empowers highly available, low latency capability to ingest, analyse data, and conduct client profiling through both real-time and batch processings.

Solutions

Tailored, Secure & Compliant Digital Experiences for your Clients.

ChatLabs unifies prospect data across all social channels in a secure and compliant manner for your marketing teams to truly understand their financial interests, segment them to provide targeted and personalised financial offerings, and to connect them with assigned agents to build 1:1 relationships with tailored advice and nurturing loyalty.
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Solutions

Build Trust with your Clients Each Step of the Way.

ChatLabs builds customer-centric experiences that helps your firm win the trust needed to nurture prosects into clients. From identifying and segmenting users for automated targeted messaging, to providing quick responses through an FAQ chatbot, to gamifying financial product courses that educates prospects, to scheduling appointments with financial advisors to convert them, we can help your firm understand the financial goals of your clients and build the digital experiences needed to help clients achieve their ambitions
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Solutions

Targeted Content Distribution.

Attract followers and build brand awareness in China with targeted distribution of financial content to relevant segments through social channels after rigorous approval workflows and preview processes that ensures content authenticity.
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Trusted by Global Financial Leaders

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Create 360° Social Experiences for your Chinese Clients

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Data Unification

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Salesforce/CRM Integration

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Journey Automation

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360 Experiences

Social Marketing

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Integrate Chinese social data with your owned systems and CRM to identify & segment your Chinese audiences for targeted engaging communications across channels.

Popular Features

  • 360° Social Customers Profiles  

  • 360° Cross-Social Marketing Automation

  • Salesforce Marketing & CRM Integration

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Social Experiences

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Convert on any China social by building fully-branded storefronts on key channels such as WeChat & Douyin with engaging commerce experiences i.e. livestreaming

POPULAR FEATURES

  • Dynamic storefronts personalised for each user

  • Salesforce Social Commerce Integration

  • Manage various social storefronts in one place

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Social Social Service

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Empower your sales and service staff with rich customer social data to personalise services and private clienteling tools to nurture loyalty by building 1:1 relationships.

Popular Features

  • Private and secure social clienteling tools

  • WeCom (WeChat Work) Integration

  • Salesforce Sales & Service Cloud Integration

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Resources

Prophet x ChatLabs

Building a China Entry Strategy Through WeChat for Financial Services & Insurance

WHY is WeChat an important channel for global brands entering China? WHAT are the success factors for global entrants using WeChat to localize marketing? HOW can global entrants set up and run their WeChat operations?

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Asset Management Firms

2021 WeChat rankings

See how your company ranks against 31 asset management companies like BlackRock, JP Morgan, Fidelity, UBS, Goldman Sachs, and Manulife in WeChat Marketing, Sales, and Service.

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ChatLabs x FleishmanHillard

The future of asset management in China 2021

FleishmanHillard conducted a survey on the views of Chinese investors towards overseas asset managers. We looked into Chinese investors’ social media use and found that WeChat was an essential channel for trusted marketing and communications.

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TD Ameritrade

WeChat Digital Transformation

TD Ameritrade is a pioneer in the Western financial services industry, becoming the first U.S. brokerage firm to open a WeChat Offical Account and mini program.

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Financial Services Whitepaper

Digital Transformation Catered to the Chinese Consumer

As digital transformation alters the competitive landscape of the financial services industry, consumers will continue to expect higher accessibility, faster services, and a more seamless omnichannel experience.

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Case study

Top 5 Ways Western Financial Services Firms Are Failing on WeChat

To help western firms level up their China marketing strategies and achieve a greater ROI, we rounded up the 5 key mistakes that Western firms are making.

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Global Financial Services Firm

WeChat-centric Customer journeys

From initial engagement and education through signing up for an account, this financial firm uses WeChat to engage the consumer at every step.

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Talk with our expert

To adapt swiftly to the China financial landscape, your brand requires the right digital service and compliant data solutions to innovate. Speak with our experts and solution partners and kickstart a data-driven financial customer journey for your Chinese clients.