AI Helpdesk Solutions for Asset Management

Deliver instant support to your investors, advisors, and team via Microsoft Teams.

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Our Customers

Alaska Air - Customer using our helpdesk solutions

Avantor - Customer using our helpdesk solutions

Ricoh - Customer using our helpdesk solutions

SolarWinds - Customer using our helpdesk solutions

Enterprise AI Helpdesk Microsoft Teams integration interface for asset management teams

Built for Compliance & Security

Meet Regulatory Demands with Confidence

Quick2Chat keeps financial firms compliant. We're one of only 4% of Teams apps that earned Microsoft's top security certification.

Microsoft 365 Certified: Independent validation of security controls with Microsoft 365 App Certification, ensuring enterprise-grade security standards for data protection and privacy.
Data Isolation & Encryption: Each client runs on a separate database instance with TLS encryption in transit and encrypted storage at rest, preventing any accidental data overlap.
No User Data Used to Train AI Models: Your proprietary data never trains public AI models. Quick2Chat uses Azure OpenAI with 'bring your own data' approach, keeping your information secure and compliant.
Role-Based Access Control: Fine-grained content access control with Azure AD integration, ensuring users only access authorized information based on their roles and permissions.

Lightning-Fast Support, Happier End Users

Your investors and advisors get help when they need it. No more waiting on hold or endless email chains.

Get Answers in Under a Minute: We turned 2+ hour wait times into 49-second responses. Your clients will actually be happy to contact support.
AI That Works While You Sleep: Common questions about funds, accounts, and investments get answered instantly, even at 3 AM on weekends.
VIPs Skip the Line: Your biggest clients and institutional investors automatically get routed to the front of the queue based on their profile.

Proven Results for Enterprises

Trusted by asset management firms to deliver with enterprise compliance.

49 sec

Average Response Time

Down from 2+ hours with email-based support systems

85%

Faster Resolution

Improvement in first-contact resolution rates for complex financial inquiries

2×

Faster Overall

Accelerated issue resolution compared to traditional helpdesk solutions

AI Self-Service

Empower Your Team with AI

Your AI assistant manages frequently asked questions using your internal knowledge base. When complex issues arise, it seamlessly transfers to your team with full context.

Fund Information & NAV Updates: Investors can get instant access to fund fact sheets, performance data, and NAV updates through the AI chatbot, available 24/7.
Account & Transaction Support: AI handles common account inquiries, transaction status checks, and basic account management tasks with full context awareness.
Documentation & Forms: Automated form filling and document requests that streamline paperwork and reduce manual processing time.
Advisor Self-Service Portal: Financial advisors can access fund details, compliance information, and client account data through secure, role-based access.
Intelligent Escalation: Seamless handoff to human agents when complex issues arise, with full conversation context and client profile information.
Multi-Language Support: Real-time translation capabilities for global asset managers serving international clients across different time zones.

VIP Priority and Smart Routing

Solve every issue with the right person from the start. Your most important clients reach the right specialist immediately through our intelligent routing system that matches each inquiry to the appropriate team member based on expertise, client status, and issue complexity – no waiting, no transfers, no starting over.

Multi-Level Escalation: L1 to L2 to L3 escalation with full context preservation, ensuring complex issues reach the right specialists without delays.
VIP Client Prioritization: Automatic prioritization based on client AUM, account tier, or job title, ensuring your most important clients get white-glove service.
Skills-Based Routing: Route trading issues to operations, compliance questions to legal, and IT problems to technical teams automatically.

AI Feedback & Analytics

Track AI Performance and Continuous Improvement

Monitor your AI assistant's effectiveness with detailed feedback analytics. See what's working, identify areas for improvement, and ensure your AI delivers consistent, high-quality responses to every client interaction.

AI Response Feedback Tracking: Monitor positive and negative feedback on AI responses in real-time, with detailed breakdowns by time period and response quality.
Feedback Classification Analysis: Understand why responses receive negative feedback with categorized insights into accuracy, helpfulness, and relevance issues.
Performance Trends Over Time: Track AI improvement patterns and identify peak performance periods to optimize your knowledge base and training data.
Actionable Improvement Insights: Get specific recommendations on which knowledge areas need updates and which AI responses generate the most positive client feedback.
Knowledge Base Optimization: Identify content gaps and outdated information based on user feedback patterns, with automated suggestions for knowledge base updates.

Microsoft Teams Integration

Seamlessly integrate with your existing Microsoft 365 infrastructure to provide instant support directly within the familiar Teams environment that your team already uses daily.

One-Click Access: Employees and support agents can connect in seconds through chat rather than waiting on emails or calls, all within Microsoft Teams.
Azure AD Integration: Leverage existing identity management with single sign-on, MFA, and conditional access policies already configured in your environment.
SharePoint Integration: Access fund documents, prospectuses, and compliance materials directly through the chat interface with proper permission controls.

Microsoft Teams Integration for Asset Management

Ticketing

Seamless Integration with Your Ticketing System

Automate ticket creation and management from chat conversations with MCP wrappers for ServiceNow, Jira, SolarWinds, and BossDesk. Contact us for custom integrations (support@instant-tech.com).

Frequently Asked Questions

Common questions about how the asset management solution works, how it handles security, compliance, and support for investors, advisors, and teams.

How is data protected and kept private and secure?: Each client uses a separate database instance. All data is encrypted in transit and at rest. Access is restricted via role-based permissions, and no user data is used to train public AI models.
Can investors and advisors get help around the clock?: Yes. The AI helpdesk provides answers 24/7, so investors and advisors can get support at any time, even outside business hours.
What kinds of inquiries can the helpdesk handle?: Common requests such as fund information, account status, transaction updates, document requests, and NAV information are handled automatically by AI support.
What happens if an inquiry requires human attention?: If a request is complex, the system escalates it to the right human support agent. The full context is preserved, including client profile and conversation history.
Does this integrate with existing enterprise infrastructure such as identity providers or Microsoft Teams?: Yes. It integrates with identity providers for role-based access control, supports Microsoft 365 app certification, and works within Teams if your firm uses it.

Join enterprises achieving 85% increase in resolution rates. Get Microsoft Teams integration, AI assistance, and seamless ticketing system connections.

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