Northland adviser launches next-gen chatbot

Quantum has introduced a chat system on its website that links to Facebook Messenger, engaging with customers and gathering information. The chat system helps to collect information and documents to begin the loan application process.

The AI system, launched with help from Australian software company Mana Social, was rolled out over the past three weeks. Quantum has also launched a social media campaign to encourage potential customers to apply online.

Quantum’s Malcolm Shepherd described the campaign as one of the first in the New Zealand adviser market.  He said the chat system had “revolutionised” the way it did business, and had already increased conversion rates: “This is the way the industry is moving. Because of social media and the technology we are using we are able to service everyone in New Zealand. About 70% of the deals we do now, we haven’t even met the client.”

Shepherd adds: “It is like having another sales person who works after hours. It is pretty cool, you can go home for the evening, come in, and there are leads in your inbox. It is a whole lot better than just getting a name and number.”