Industry guides
Guides for fintech companies
The enquiries that arrive after hours, the questions your team answers ten times a day, and the leads that go quiet before anyone replies. 7 practical articles on fixing them for fintech companies.
See how SpideyChat works for fintech companiesSupport Escalation Questions When Money Is Involved
A frozen account at nine on a Friday is not a support ticket. Myths about handling urgent money problems, and what has to exist instead.
Integration and API Questions From Technical Buyers
Developers evaluate a product by reading its documentation. Example conversations that get them to it rather than into a sales process.
What a Banking Chatbot Handles on a Public Website
The questions a bank, credit union or building society chatbot can answer from the public website, where it stops, and how it differs from an in-app assistant.
Business Account Enquiries From Founders and Finance Teams
Business signups stall on documents and directors. Example conversations for answering company onboarding questions without touching an account.
Fees and Limits Questions Fintech Users Ask
Fintech users ask about fees, limits and charges before and after signing up. Example conversations for answering clearly without touching accounts.
Onboarding Questions That Stall Fintech Signups
Fintech signups stall when new users have questions about verification, fees and security. Example conversations for answering them without giving advice.
Where a Fintech Website Must Not Give Financial Advice
Fintech websites can explain products and fees, but must not advise users on financial decisions. Myths and realities about where the line sits.