Meet Jordan, a software professional interested in personal finance and investment. Despite his eagerness, he finds navigating the financial markets complex and intimidating. Many people like Jordan often struggle to find the right path to begin their investment journey. This gap between interest and action represents a critical missed opportunity for trading platforms. Without the right tools and guidance, potential investors may feel lost, overwhelmed, and finally, disengage before even starting.

This is where Tars’ Conversational AI comes into play, solving these issues for enterprises aiming to engage and support new customers. It offers an interactive way to help new investors like Jordan navigate through their investment journey. By engaging users in personalized conversations, Tars’ AI can simplify complex financial jargon, answer questions on the spot, and provide advice that’s tailored to each user’s needs. This approach makes the investing process more accessible and less intimidating, encouraging potential investors to take the first step and keep going. For trading platforms, it means turning potential leads into active, confident investors.

Awareness Stage

Jordan’s adventure begins with a search for a reliable source to learn about day trading. Now, he is at the awareness stage. Tars AI understands this and shapes a journey with content that is more educational than oriented towards sales. It then presents navigation options like “Explore Day Trading” and “Beginner’s Guide,” which are designed to gently guide him from initial curiosity to a more informed state, nudging him towards the consideration stage of his buyer’s journey.

Consideration Stage

As Jordan’s confidence grows, so does his appetite for deeper knowledge. Here, the platform’s Intent Detection feature plays a crucial role, tailoring the conversation to focus on topics like risk management and investment strategies. This adaptive dialogue ensures that Jordan receives a personalized learning experience, leveraging conversational AI to guide buyers through a deeper understanding of the product and its value.

Decision Stage

With a solid foundation of knowledge, Jordan wants to open a trading account. Leveraging Tars AI’s extraction model, the system seamlessly extracts information from natural conversations, such as Jordan’s name, phone number, SSN, etc. It can also interface with Social Security Number (SSN) APIs to verify identities efficiently. This streamlines the account creation process, making it straightforward and user-friendly. By simplifying these steps, Tars AI enhances user experience and facilitates Jordan’s entry into the trading world with minimal friction.

Growth Stage

As Jordan embarks on his trading journey, Tars’ User Flow Analytics becomes invaluable. By analyzing Jordan’s interactions with the platform, the AI identifies patterns in Jordan’s questions and concerns, offering personalized tips and continuous learning opportunities. This data-driven approach not only enhances Jordan’s trading strategies but also contributes to a deeper understanding of market dynamics.

Empowered Investor Journey

Jordan went from being a curious beginner to a confident investor with the help of Tars’ conversational AI. The platform uses tools such as Q&A, Intent Detection, Extraction, Live Chat, and User Flow Analytics to create a personalized and educational experience. This approach helps users understand trading better, make well-informed decisions, and move smoothly to active trading, adjusting to their changing needs along the way.

Jordan’s experience highlights the role of Conversational AI in simplifying the complexities of online trading. It offers a tailored, interactive, and data-driven approach to learning, helping individuals like Jordan, with a background in software, to confidently manage their financial futures.

Do you want to leverage AI in your buyer journey? Schedule a free consultation with us to enhance your customer touchpoints at each stage of their journey.