CTT Adviser Chat: Innovative and Secure Support

Adviser Chat is one of CTT Group’s latest digital innovations, providing on-demand support to the professional adviser community at the touch of a button.

With the launch of CTT’s Legacy software in 2015 came the start of a new era for the estate planning profession. But that was only the beginning. As with all innovative businesses, we are constantly striving to improve our client services and push the industry forward. And that’s where our digital Adviser Chat tool comes in.

Support, 24-7

CTT Group exists to provide training, advice, and support to the professional adviser community. We do this through our courses and software, and through our dedicated network of experienced in-house staff, who are on hand to provide expert help and guidance to IFAs, accountants, will writers and solicitors, as and when they need it. From new entrants’ queries to questions on complex cases, our multidisciplinary team has the answers.

But even superheroes need their sleep – and as we all know, when it comes to law and finance, some questions just can’t wait. So, we came up with a clever solution for providing anytime advice to our members via Legacy’s latest update: a customised adviser chatbot.

Super responsive advice

Accessible and secure, 24 hours a day, Adviser Chat is an innovative AI chat service for CTT’s member-advisers, providing direct answers to questions quickly and conveniently, so they in turn can provide an unrivalled level of service for their clients.

Adviser Chat is loaded with over 900 questions that have come directly from our specialist advisors and department leads. It’s updated weekly with responses to new queries and the latest legislation, so Adviser Chat always provides users with the most accurate, up-to-date advice.

As well as answering some of the more common queries that have a straightforward answer, Adviser Chat helps alleviate demand on our experts, so they can focus on solving your more complex cases even quicker.

It also serves as an invaluable training tool for new entrants who are looking to broaden their knowledge and deepen their understanding of specific areas within estate planning.

Live chat

Of course, AI can’t totally replace the personal service CTT gives our members. For more detailed queries, you can access a relevant team specialist via Adviser Chat’s live chat feature. Our team handle over 700 live chats a month, with everything from questions about estate planning, probate, and trust management to conveyancing, processing, and accounts, among others.

In fact, there’s very little our team can’t advise on. The cloud-based Live Chat is de-cached and has a two-stage login for enhanced cyber security and client discretion, so you don’t have to worry about GDPR or sharing sensitive client information.

Call back

For complex queries that require a more in-depth conversation, Adviser Chat provides a call-back option. You can leave a brief overview of your problem or query, and once our experts have a solution, a team member will get back in touch with a phone call to talk through the answer in more detail.

For one-to-one advice out of hours, you can raise a ticket through Adviser Chat and a member of our support team will contact you the following morning.

The next step?

Our quest for continual improvement has seen CTT Group revolutionise the way professional advisors deliver services to clients, bolstering newcomers’ confidence and taking standards for well-established practices to new heights.

Adviser Chat is the latest step in propelling the industry into the digital era – but what’s next for CTT Group? With 20 years’ experience and innovation behind us, something great is on the horizon.

Want to find out about becoming a member and benefiting from our 24/7 support? Get in touch.