Case Study: Avant-Garde Trading Securities
Avant-Garde Trading Securities uses three Authava bots: a phone bot, a portal bot for signed-in account holders, and a website chatbot. Customers can get answers by phone, on the website, or inside their account, whichever way they reach out.
Avant-Garde Trading Securities (AGTS) is an online brokerage in Chicago for stocks, options, and private markets, with trading education and webinars for its customers. Avant-Garde Trading Securities and Authava are both part of Prosperum Fintech Holdings, so this is an example from our own family of companies, not an independent endorsement.
What Does Avant-Garde Use Authava For?
- Phone Bot: answers inbound calls and common questions.
- Portal Bot: works inside the signed-in customer portal, securely accessing account-specific information to answer questions about the customer's own account.
- Chatbot: answers website visitors' questions from Avant-Garde's own content.
A brokerage gets questions from people at every stage: visitors deciding whether to open an account, new customers getting set up, and active traders asking about their own account. With a bot in each place those questions come in, each person can get an answer where they already are.
Frequently Asked Questions
Which Authava bots does Avant-Garde Trading Securities use?
A Phone Bot, a Portal Bot for signed-in account holders, and a website Chatbot.
Is Avant-Garde Trading Securities related to Authava?
Yes. Both are part of Prosperum Fintech Holdings. We share Avant-Garde as an example of Authava at work, not as an independent endorsement.
Can a financial services firm use Authava?
Yes. Authava bots answer common questions on the website, in client portals, and by phone, and route advice questions to people. See Financial Services.