Finance & Banking Chatbot Templates

168 Chatbots

Industry Use-Case
Cryptocurrency Quiz Chatbot

How many of you know that Cryptocurrency was started back in 2009? Until recent years when the value of bitcoins rose, people started to learn more about it and invest. This chatbot template has been designed to help you test your knowledge of cryptocurrencies and provides your quiz results and the correct answers to each question to brush up your knowledge.

Loan Application ChatBot

Support team dialling too many numbers? Prolonged loan application process? Turn to this friendly loan bot that initiates a smooth conversation to generate and qualify loan applicants. Serving both lenders and borrowers!

Stock Brokers Chatbot

Run a stock brokerage business? Wondering how to get more risk-free investors? Turn to this amazing broker bot from the house of Stake that gives early access to potential investors. You won’t believe the casual, friendly tone till you talk to it!

Mortgage Application Chatbot

If you're a mortgage lender and wondering how you can tweak your forms for better lead generation, this chatbot template is perfect for you. Not only is it far more engaging for users but also a better tool that actually converts.

Chatbot for Mortgage Lenders

If you're a mortgage loan officer complying with federal and state regulations is of utmost importance. That said, having an online presence and leveraging technology to drive more applications puts you at a competitive advantage. This mortgage loan application chatbot template skims through users and helps in focusing on the leads that bring conversions.

Automotive Loans Chatbot

This finance chatbot template is built to reduce follow-ups done by loan officers. More often than not, the process of approving a loan requires officers to collect relevant documents to check user eligibility. If you could have a chatbot that collects initial user details and checks their eligibility before passing the lead on to, wouldn't life be a lot simpler?

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Investment Risk Assessment Chatbot

Helping customers with investment decisions can be quite daunting. With thousands of investment choices and lack of knowledge customers often refrain from making these decisions. However, if you provide investment services and want to educate your customers, this banking chatbot example is going to help you out. Designed with an engaging quiz, this chatbot template helps users understand what kind of investors they are depending upon their investment choices.

Bank Application Bot

Banks offer awesome services. They store your money, pay you interest and they even give you loans. The only problem is that there is a stack of forms between you and these services. Wouldn’t it be great if there was someone who could finish all the boring parts? Well that is what this bot aims to do.

Crowd Fundraising Bot

Raising money for a project or a cause can be hard. That is why Ketto built this bot. It takes your details and helps set up a crowd funding campaign to achieve your goals.

Paytm Online Recharge Bot

Imagine if you could handle your phone bill, electricity bill, water bill and more by sending a few messages.

User Onboarding Chatbot

Wishberry helps customers start projects using the power of crowd funding. Their bot serves a dual purpose of explaining their product and onboarding depending on what you require. If you want to build a bot for either of these use cases do take this chatbot template out for a spin.

FinTech Services ChatBot

Enterslice is an award-winning FinTech company that helps businesses start and manage their financials. They offer such a wide array of services that could be overwhelming for new users. Their bot cuts through the noise and helps new users reach the resources that they need.

Financial IT Services Chatbot

Do you build custom solutions for your customers in the financial space? Is generating leads a challenge for you? This chatbot template highlights every aspect of the business whilst capturing lead data. If you're looking to take your marketing efforts to the next level, this is the best lead generation tool you'll find.

Personal Finance Assistant Chatbot

Financial matters are always complicated and confusing and it requires expertise to deal with. How would it be if you could automate your financial processes with a personal finance chatbot? This chatbot template is designed to provide company information while capturing lead data.

Instant Money Lending Chatbot

Need for money can knock the door anytime and if you are in the space of lending money then it requires trust, around the clock availability, understanding and security. What if all this can be done by a single chatbot? Don’t believe us? Why not try out this chatbot template?

Investment Management Services Chatbot

This investment banking chatbot template helps in identifying and segmenting the target base of prospective investors into 2 major segments of informed and uninformed investors. Based on the user choices, the chatbot filters relevant information for the sales team to prioritize on the leads generated.

FAQ Chatbot for Credit Agency

Financial matters are sensitive and confidential for customers and for credit agencies. Customers are always looking for trustworthy agencies to give them financial advice to improve their credit health. So, what if you could get a bot assistant to handle your customer queries and answer them in a timely fashion? That's what this free customer support automation chatbot template does.

Financial Advising Chatbot

Financial decisions are always difficult to make, especially if your customer is unaware of financial jargons. In this scenario, experts have a huge role to play. Financial advisors like you need to handle various questions that your potential customer has. Imagine all this is being handled by a chatbot?

Giveaway and Offers Chatbot

If you are a business and often conduct giveaways for user engagement, this chatbot should definitely be your buddy. Not only does it entice existing users to enter the draw but also generates new leads. Because who doesn't like making some extra dollars?

Financial Advisor Quiz Chatbot

Want an educative and fun way of getting to know people's circumstances and give them financial advice based on their answers? If your answer is yes, then this is the chatbot for you. It helps you get people's parenting, relationship, house, and other crucial information for your financial advisers to help the customer make a wise decision.

Financial Knowledge Check Chatbot

Want to know where your future customers stand in terms of their financial knowledge? Asking them upfront would be rude, isn't it? How about a quiz? Sounds interesting, right? Then this is the perfect chatbot template for you. Get the information and sneak into getting the quality leads as well.

Financial Fitness Chatbot

Advising someone on financial planning without knowing about their background can even make the nerds look stupid at times. Want to save yourself from such a situation? Then this chatbot template provides you the opportunity to gauge the financial fitness of a person and accordingly provide relevant advice to them.

Chatbot for Startup Funding

Raising funds is of utmost importance for the healthy functioning of a startup. Being in a startup funding business the need for precision and expertise is crucial to find the right startup to invest in. With this comes the requirement to collect necessary information about the startup's operations. What if all this information can be collected by a chatbot? Yes! That’s right. Try this free chatbot template today and collect the details of your prospective customers to make smart investment decisions.

Personal Finance Quizbot

Marketers are increasingly adopting quizzes to generate quality leads owing to the amazing merits quizzes have as a lead generation medium over other means. A quiz is probably the only lead generating medium where you don’t have to compel the user to share their personal information with you. This highly engaging quiz chatbot has an interface that generates curiosity in the users to get to know themselves. Also, it helps you understand your audience well, revealing their preferences, thoughts and other aspects of their personality.

Tell your Scam Chatbot

Have you ever felt that asking people to share their stories about financial scams is a difficult task? Do you think people are reluctant to talk about their experiences? Well, with this chatbot template, we have made your task easy. You can collect the desired information from people in a subtle way and collect valuable data.

Personal Loan Calculator

Out of all the decisions a buyer makes, the most carefully made decisions are financial decisions. A lot of consideration goes into finalizing a lender and signing up for a personal loan offer. This chatbot template asks a few simple questions to users, gives them an idea about the probable interest rates and payback periods of their personal loans and does lead generation simultaneously.

Student Loan Calculator

Students are particularly skeptical when it comes to scanning all the offers for student loans in the market and deciding which offers and lenders are the most beneficial for them. As a finance publishing platform, you can use this chatbot template to educate your prospects and provide them with estimates like the amount of total interest they are likely to pay and the probable payback duration of their loans. The cherry on the cake is it also collects data that you can use as leads.

Chatbot for Mortgage Calculation

Buying a house is never an easy decision for people. Not only because it is an expensive affair but also it demands their commitment. This chatbot template helps prospective clients by providing an interactive interface of finding out the monthly mortgage and also help you as a financial publisher by generating qualified leads.

Credit Card Payoff Calculator

What is the most important factor which helps you decide the credibility of a financial publishing platform? With this chatbot template, not only can you educate your website visitors but also go a step further and engage your visitors with interactive questions which provides the necessary information for generating a lead.

Brokerage Account Application Chatbot

The online trading industry is pretty competitive and even the best of financial companies often struggle to find customers. This chatbot template will ease your lead generation process by converting your landing page form to an engaging chat interface.

Financial Management Service Chatbot

Taking investment decisions are always difficult and complicated especially if you are unaware of investment choices and financial jargons. Being in this business you always want to educate your customers to help make wise investment decisions. With this banking chatbot template, you can solve all these worries and can also capture the lead data without a hassle.

Rent Vs. Buy Calculator Chatbot

Buying vs renting out a house can be a difficult decision to make. It totally comes down to the financial status of the person and his/her goals. This chatbot template makes the task easier by asking the user a bunch of simple questions. Then, in a bid to email them the final result, the chatbot also functions as a lead generation tool, capturing the name and email of the prospect.

Simple Savings Calculator Chatbot

Online investment calculators are popular tools that many companies use online to bring traffic to their websites. This chatbot template combines the functionality of such a calculator with lead generation to take things to the next level. As per the users' inputs, a detailed report can be sent to them regarding how their investment will grow based on the current interest, principal, and time. Hence, they can get insight into what they need to do to reach their financial goal.

Expats Investment Chatbot

If you are an expat advisor, you already know the doubts and insecurities expats have about making their investment and financial decisions. Instilling a sense of trust and credibility in your prospects then becomes the most important factor in your process of lead generation and conversions. This lead generation chatbot template provides your prospects with an engaging platform where they can share their requirements and also get a fair amount of information about you, your business and your services.

Credit Card Application Chatbot

Credit card industry is becoming competitive as more and more companies are pursuing clients to choose their credit cards in return of great offers and immense benefits. What if a chatbot helped you capture all the leads which land on your website and helped them understand the features and process to apply? Don't believe it, try this free chatbot template and witness the difference in your engagement level.

Chatbot for Investment Agents

If you want to encash your new financial product by generating more leads, then this chatbot template is your ally. Forget about the conventional landing pages and try this chatbot to increase user engagement.

Loan Calculator Chatbot

This chatbot template is aimed at serving users who have taken a recent loan and want to calculate the resulting monthly payments. The chat interface allows them to easily mention the loan amount, term and interest rate. It then captures their personal contact information so that a personalized report and loan amortization table can be sent to them. This chatbot can be easily used for mortgages, auto loan, or any other loan that has a fixed loan type and amount.

Home Equity Calculator

Borrowing against the value of their home is always tricky since it is difficult to pinpoint the true value of the house. This chatbot makes it a breeze for users who are looking to understand how much they borrow against their property. It takes into account the estimated value of the house and mortgage value of the user so that the team can accordingly calculate the final amount.

Home Equity Loan Vs. Line Of Credit Calculator

This chatbot template revolves around solving the doubt of the user about the type of loan they should avail. Should they get a home equity loan or a home equity line of credit (HELOC)? While the former provides them with a lump sum amount, the latter functions as a credit card. The chatbot captures the relevant information along with the contact details of the user. The email ID and phone number can then be used to provide the user with relevant details and consultation.

Student Loan Application Chatbot

For a finance company which has a diverse portfolio of products & services, it becomes difficult to get revenue from a specific line of business especially if that niche is private loans. So, in order to resolve your problem, this chatbot template can get you quality leads easily and around the clock.

Education Loan Application Chatbot

Applying and processing a loan is usually a complicated and lengthy process. Applicants need to know all the hidden terms and conditions before applying for a loan. This finance chatbot template provides the information your customer should definitely know before applying for a student loan and at the same time collect basic information about your user so that you can process their application accordingly.

Quiz Chatbot for Financial Literacy

Majority of the financial institutions face issues in explaining about their products or services to a customer. Why? Because they don't know the prospect's financial literacy and hence face a challenge in converting them. This chatbot template solves your problem and helps you in preparing a relevant pitch as per prospect's financial knowledge.

Parent Loan Chatbot

As an education loan provider, what is your biggest challenge? Often people in banking, under-estimate the power of effective marketing in order to get higher conversion from leads. This chatbot template is one such marketing tool for you which gives immediate results.

APR Quiz Chatbot

Sometimes financial matters are too boring and especially when you are looking to educate your customers. With this chatbot template, you can make your process interesting and fun loving. Not only this, but you can also capture lead data and nurture them accordingly.

Financial Savvy Quiz Chatbot

Financial matters are very sensitive and people often feel reluctant to share their information and knowledge. But this financial quiz chatbot can help you understand your customer's financial knowledge and interest and you can then provide a customized solution to them accordingly.

Chatbot for Consolidation Loans

If you are into financial services, with this chatbot template you can make people aware of your products and services and also pitch a particular product of yours. And the bonus, you get to generate quality leads in the process.

Student Loan Debt Quiz Chatbot

Are you looking for a solution to engage your target audience in a fun and playful way? Then don't look further and try our free chatbot template that has everything you are looking for. This will make your quiz interesting and at the same time keep your customers engaged.

Vehicle Financing Chatbot

Give your customer a smooth experience while they are browsing vehicle financing information on your website. You can try this free financial chatbot to enhance your user experience by sharing the relevant financing information while capturing lead data.

Chatbot for Credit Card Application

Credit card is the usually not the first preference with most people but if you are trying to target them then this chatbot template will help you create awareness about different credit card options and their benefits at the same time capturing leads for the sales team.

Government Payment Solutions Chatbot

Are you dealing with government payment solutions? Is explaining the whole solution difficult and complicated for you? Then this chatbot template can help you ease the whole process, starting from providing accurate information to the user and capturing lead data for further discussion.

Chatbot for Mortgage Loan Officers

This chatbot acts as an effective lead generation tool for a mortgage loan officer. While forms consume more time and effort from the prospect/visitor, this chatbot template engages them in a conversation and collects their data/information by asking them simple and relevant questions, thus generating more leads.

Mortagage Refinancing Chatbot

People often like to compare their mortgage rates and lower their mortgage rates if possible. This chatbot template has been designed to be an effective lead generation tool for mortgage officers that offer mortgage refinancing services. The bot introduces the company to the users and then collects their details and contact information in order to send them a quote based on their responses.

Financial Literacy Quiz

Financial literacy is necessary for business owners, investors, entrepreneurs and any professional in order to understand and manage finances well. This short and interactive quiz helps one to check how financially literate they are and how intelligently they manage their finances.

Demat Account Application Chatbot

Stock trading and broking require trust and a strong relationship with the client. But, this trust can only be built when you are available 24*7 and capture their data timely for future nurturing. Use this chatbot template which can help you to capture the leads and at the same time provide the information your customers are looking for.

Bank Customer Service Chatbot

Banking sector is witnessing tough competition and it demands around the clock availability and personalization. With this banking chatbot template, you can address queries of your customers 24*7 and at the same time capture their data to open an account or apply for a loan.

Auto Finance Chatbot

Understanding your clients' financial needs and their vehicle dreams is one of the toughest tasks. Especially when you are into finding the best quote for them across different providers. Try this finance chatbot template where you can capture their data and understand their requirement to find the best solution for them.

Mortgage Survey Chatbot

Say goodbye to your long and costly survey form by replacing it with this chatbot. Optimized for user engagement, the interactive element in it makes collecting user details breezy. Besides, this survey chatbot is more affordable and follows out of the box approach.

Debt Collection Services Chatbot

If you are a consumer and commercial debt collection agency, this chatbot template can help inform users about your services, affirming the user that you are the best in the market. It collects information about their company and debt details like the amount of debt that could help in client analysis.

Tax Solutions Chatbot

This chatbot template describes the working of a tax service bureau, and the different services provided by them. It highlights the company's strengths and pitches solutions to the user in a convincing manner. It also captures the details of your prospects like phone and email to further build the business.

Mortgage Lending Tips Chatbot

Educating first time home buyers can be difficult especially if you have to start from scratch. But this chatbot template can help you with that. It will give all important information that your customer should take care of while going for mortgage lending. And that too in an engaging and interesting way.

Funding Request Chatbot

If you're an investor looking forward to funding the best startups in the country, this chatbot template will make your work easier. It will get you in touch with all the entrepreneurs looking for funding, and help you choose who you want to invest in.

Mortgage Application Chatbot Landing Page

Are you into helping your customers find the right mortgage? And for this, you need detailed information about them before giving a pre-approved rate? Then, use this mortgage chatbot template that will help you in getting the required information from your customers in an interactive way.

Investment Advisor Lead Generation Chatbot

Are you into a business of educating and helping people take the right financial decisions? Then you must be getting a lot of inquiries and financial doubts from your target audience. And dealing with all of them at the same time can be a tough task. But this financial chatbot template can be a big relief to you as it will answer all the queries that your audience can have and can also capture their data for future follow-up.

Amortization Schedule Calculator

An amortization schedule shows how much money is to be paid in principal and interest over time. If you're a mortgage loan officer, only you know how tough it is to calculate it. However, it no more is. This chatbot template collects all the data required to calculate the amortization schedule and helps you know how your clients' payments break down over their loan term.

Dream Home Calculator Chatbot

Use this free lead generation chatbot template that will make sure that you get all customer information, their dream home requirement and expectation. This chatbot is a more affordable, creative, and personal way of reaching out.

Corporate Card Registration

This chatbot template explains a brand new corporate card in an effort to persuade users to sign up. It states the perks and rewards that are associated with getting their card. It then proceeds to sign the user up for their card, making the process smoother.

House Value Calculator Chatbot

Are you a home loan provider looking for ways to increase your form submissions? How good would it be if you could convert all the required lead data in the form of an interactive chatbot? Use this template to change your entire game of lead generation.

Merchant Payments Services Chatbot

If you are providing payment services, this lead generation chatbot template can get you to hold off the aspiring customers looking forward to services like yours. It collects the necessary details required for you to qualify a lead and helps you reach out to only those that are qualified.

Home Purchase Qualifier Chatbot

Kickstart your lead generation process with this free chatbot template. It will help you gather important information about your customers which they usually feel reluctant to share on a public domain.

Home Equity Products Chatbot

Are you helping others buy their dream home? Is generating leads that convert a pressing challenge for you? Well then with this chatbot template, you can capture lead data and answer customer queries at any time of the day.

Personal Loan Application Chatbot

This chatbot template is designed to help make your loan application process easier and quicker. Users are asked why they are looking for a loan, post which their personal details are captured in order to qualify them.

USDA Loan Eligibility Determiner Chatbot

If you're a mortgage loan originator and wish to help your clients determine their eligibility for applying for your loans, this template will work the best for you. This chatbot template ensures whether the user meets the guidelines required to avail the loan making your lead generation process easier by filtering out the non-eligible clients.

Chatbot for Chartered Accountants

If you're looking for more clients to work with, this chatbot template can help you. It allows prospects to choose the service they are interested in, schedule a call directly with you and collect their data simultaneously.

Quick Mortgage Application Chatbot

Are you a mortgage lender looking for leads? This chatbot template will help you collect all the details required to provide them with a quote and generate leads for future reference.

Get FHA Loan from Top Lenders on a Chatbot

If customer satisfaction is your motto, then this chatbot will add to your mission. Use this mortgage chatbot template on your website/marketing campaigns and get details of your prospects faster. Besides, it collects preliminary data of your leads and ensures you focus only on the qualified ones.

Home Loan Application Chabot

This chatbot template can help simplify your loan application process by collecting all the important and essential information from your prospects. This will help you prequalify applicants based on their credit score, home worth, monthly salary, etc.

Home Loan Quote Chatbot

If you're a provider of mortgage rates and home loan programs, this chatbot template makes your work of offering free quotes to leads much easier. It collects the necessary details for you to customize them a perfect home loan.

Income Driven Repayment Plan Chatbot

This chatbot template will help students manage their loan debt. It helps collecting important data about them and their concerns ahead of time. If you're looking for an easy way to know more about your prospects, use this chatbot to make the process quicker.

Chatbot for Payment Gateway Services

Are you providing instant cash facility to your target audience? Then this chatbot template can help facilitate a smarter and more convincing conversation with your leads, and handle numerous customer support requests around the clock.

Bank Survey Chatbot

The banking industry operates in a customer-driven market. Taking customer feedback regularly can help you polish your products and services from time to time. This chatbot template has been designed to help you determine whether your customers are happy with your services and which areas need improvement.

Zero Balance Account Application Chatbot

More often than not, bank application forms are quite tedious for customers to go over and share their details. What if you could it make it way simpler and engaging for them? Well, this chatbot template can help you with that and also quicken the entire process to help onboard more customers.

Trading Account Application Chatbot

This chatbot template can help make your customer journey engaging. It has been designed to help your users easily share the information you require to qualify and onboard them as your customers.

Chatbot for Wealth Management Firm

This chatbot template can engage your customers 24x7 and provide immediate answers to all their financial queries. If you're looking to cut down on your customer support costs, this is the best solution you will find anywhere on the web.

Business Loan Application Chatbot

If you offer loans to businesses and looking for a cost-effective way to collect lead data that can help you qualify and focus on the right set of prospects, this chatbot template is the best tool you'll find.

Pre-approved Personal Loan Application Chatbot

This chatbot template is designed to help your customers apply for a pre-approved loan instantly. Helping you automate your entire loan application process, this chatbot is the most effective tool you'll find to reduce manual efforts.

Financial Consulting Chatbot

This lead generation chatbot template is designed to identify potential customers and initiate their interest in your products and services. It also uses a conversational approach to collect lead information and offer business or product information in return.

Loan Chatbot for Retirees

This loan application chatbot is designed for a loan product for Senior Citizens. It helps them apply for a loan quickly and collects their data such as their purpose of applying for the loan, credit score, etc.

Chatbot for Mortgage and Lending Company

This finance chatbot template is a great tool to communicate with your customers. It collects feedback and their contact data through a series of questions and can help you analyze your customer patterns, behaviors, and needs.

Chatbot for Personal Financial Planning Service

Make potential customer journey more engaging with this free financial planning services appointment booking chatbot. It will gather the essential data which can be used to process their request forward. Also, it will help you in creating an advance customized solution for your target audience.

Online Travel Loan Application Chatbot

This online travel loan application chatbot allows users to apply for various types of travel loans. If you provide various travel finance solutions, this chatbot template can help you generate substantial leads.

Home Financing Chatbot

This chatbot template helps users choose amongst various mortgage services and book a consultation accordingly. The services range from providing a first and second mortgage, pre-approval or renewal of home loans to general financial counseling. Users can understand the types of services and choose the location where they want to schedule their consultation through this bot.

Mortgage Brokers' Chatbot

If you are a mortgage brokerage company in need of more leads, this lead generation chatbot template will definitely help you. It will help users jump-start their mortgage loan process in an easy, interactive way. You can act as a virtual mortgage agent and increase your valuable leads online.

Mortgage Loan Officers' Chatbot

This chatbot template will help you generate and qualify leads. Users who are looking for a mortgage can be easily informed about different loans through this bot, and the bot will collect all the information needed to apply for a loan from the user. This chatbot will ensure that you get more users on your platform who are actually interested in applying for a mortgage.

Refinance Chatbot Landing Page

If you're looking to drive more conversions and generate better leads, this chatbot template can be your knight in shining armor. It initiates the application process and collects information necessary to qualify leads for loan officers to make new business.

Apply for Mortgage on a Chatbot

This chatbot template collects user details by taking them through simple questions related to the kind of mortgage they are looking for. If you're looking for a steady stream of leads, this chatbot can help you out.

Mortgage Lenders' Application Chatbot

Are you looking to increase your leads for mortgage applications? This free chatbot template will lure users over to you! It is easy to use and encourages users to apply for mortgages. It collects all the details needed for the application and will generate and qualify leads for you.

Mortgage Lending Chatbot

One thing that a chatbot aimed at mortgage lending or home loans can solve is to make it easier for the applicant to shed their initial inhibitions and get their basic queries sorted. This chatbot template, with suitable modifications, can be used to generate leads for your loan officers.

Chatbots for Lead Generation in Mortagage Lending

One important aspect of a chatbot for finance and banking firms is their ability to understand user requirements and clearly lay them out for the sales team to enable better sales and customer relations. This chatbot template for mortgage lending can help you generate better leads to onboard new clients.

Lead Generation Chatbot for Mortgage Loan Officers

This loan inquiry chatbot template can help your prospects get in touch with a loan officer to obtain a positive outcome. It increases the chances of your prospects choosing you for their loan requirements and brings new business opportunities for you.

Personal Finance Chatbot

This chatbot template initiates an application for a personal loan based on the applicant's employment status. It asks a few relevant questions related to the personal and professional information of the borrower. If you are a financial lender in need of a customer-friendly loan application process, this bot will make that possible for you.

Apply for Home Finance on a Chatbot

If you provide financing solutions to customers who want to purchase a new house or refinance an existing property, this chatbot template will help you generate better leads. The bot initiates an easy loan application process by taking down the borrowers' details and guiding them about the requirements of their loan approval process.

Currency Trading Application Chatbot

Do you provide currency trading options to your customers? What if you could tell them about the features of trading services and help them finish the application process? This chatbot template lets you do just that. You can ask users a few questions needed for the application and help them open an account with ease. Generate leads of potential customers with the help of this template.

Wealth Investment Application Chatbot

Do you provide wealth investment services to companies? Choosing the right investment expert can be a daunting task for prospects. What if you could provide concise information about the details of your investment services? This chatbot template will help you do that and also generate leads of potential clients.

Online Microloans Chatbot

This chatbot template provides women customers with microfinance solutions to empower them. It provides them with details on eligibility and key features. Through the bot, prospects can apply for a microloan quickly and kickstart your application process.

Home Loan Transfer Chatbot

Do you provide home loans to your customers? What if you could help them reduce their current interest burden by transferring their home loan at a lower interest? Well, this chatbot template will help users calculate their Home loan EMI and eligibility by answering a few simple questions like loan tenure, interest rate, etc. This template will help you generate leads of potential customers with ease.

Corporate Salary Account Application Chatbot

Applying for a new corporate salary account is not easy and people generally always have queries when applying online. What if you could guide users through the entire application process by answering all their queries? This chatbot template will help you do that and also generate leads of potential clients who want to open a new account.

Chatbot for Motor Finance Company

If you're looking to increase the leads being generated from your current marketing campaigns/website, this chatbot template can help you. It allows users to choose the type of financing they are looking for and collects their data for your loan officers to convert them as customers.

Chatbot for SME Loans

Do you provide loans to SMEs? Are you looking for an effective lead generation tool? Use this chatbot template today and increase the number of inbound leads coming your way. It collects data related to the loan amount users are looking for, their business and everything you need before getting in touch with them.

Credit Underwriting Software Chatbot

Credit underwriting is an important part of loan lending services. People always look for loans that are available at affordable rates. This chatbot template offers users a free demo of your product so that they can experience how it works. If you are looking to generate leads of potential customers with ease, this chatbot is for you.

Instant Personal Loan Application Chatbot

This chatbot template shows users how they can apply for a personal loan and the benefits of choosing your service. It also helps in generating leads by allowing users to apply for a loan. Kickstart your loan application process with this chatbot today!

Accounts and Deposits Chatbot

This chatbot template helps banks schedule a process to open an account for their customers. It enables them to use global capabilities and deep local knowledge of the bank to provide a wide range of products and services. It guides them through information about various accounts and their process of application.

Digital Payments Solutions Chatbot

Do you offer digital payment solutions? What if you could seamlessly capture data of merchants who are looking for your payment services? With this chatbot template, you can list out the various services you provide and collect lead data for you to onboard new merchants.

Payment App Customer Support Chatbot

If you're looking to provide faster resolutions to queries of customers that are repetitive in nature, this chatbot template can help you out. It lists out the FAQs and provides information on how to address them. Use this chatbot today and improve your customer service.

Investment Banking Chatbot

This chatbot template gives a brief explanation of the various services offered by you. It enables investors to conveniently register themselves for further discussion on investments. Use this template to generate better leads.

Gold Loan Deals Chatbot

Do you provide amazing deals on gold loans to customers? What if you could provide information about all the gold loan deals of various banks in one place to the users? This chatbot template will help you do just that. It will also help you generate leads of potential customers by collecting their details.

Small Business Loans Chatbot

Do you provide loans to SMEs? This chatbot template will help you inform users about the different products you offer for different industry segments and give them an option to register for the loan. Generate leads with ease with the help of this template.

Transit Card Application Chatbot

Do you provide smart cards to customers? With this chatbot template, you can let users know about the features of your transit cards and give them an option to register for the card thereby collecting lead data for your sales team.

Instant Credit Card Approval Chatbot

Do you want to provide an option to your customers to get their credit card approved instantly? With this chatbot template, you can tell your users about the features and the documents required, and give them an option to apply online for the credit card by asking a few simple questions.

Collect Lead Data for Loans Chatbot

Are you a corporation looking to give loan advice to customers? This chatbot template makes it simple to do that. It takes information from the user regarding their financial situations so that you can tell them what kind of loan to take. It also collects their contact information for you.

Mortgage Pre-Qualifying Chatbot

This chatbot template is a simple list of questions that will help you calculate the user's qualification for a home loan. It takes the user's information for you to generate and qualify them quickly.

Home Loan Programs Chatbot

With this chatbot template, you can inform prospects about the features and benefits of the different home loan programs you offer. You can also provide them an option to apply for the program and collect their details.

Apply for Mortgage Business on a Chatbot

Do you offer people an opportunity to become a broker? What if you could provide mortgage brokers an opportunity to join your company? This chatbot template will help you do that by informing users about the benefits of being a broker and giving them an option to apply.

Asset Qualifier Home Loan Chatbot

This chatbot template allows users to understand the benefits, qualifications, eligibility, and types of loans available for a mortgage. If you're a loan officer, this chatbot will make your job easier by collecting leads around the clock.

Varied Loan Offers Chatbot

Do you offer loans to your customers? What if you could provide information about different loan offers from different banks in one place? This chatbot template will help you do that and also give users an option to apply for those loans.

Property Affordability Calculator Chatbot

This chatbot template enables home loan seekers to calculate their estimated affordability and understand what kind of properties they can afford. If you are a loan officer, this bot makes it easier for you to generate leads of prospective borrowers and their demands.

Mutual Funds Application Chatbot

Do you offer mutual funds investment options to your customers? What if you could explain the different types of mutual funds options you offer in a concise manner to them? This chatbot template will help you do just that. You can also generate leads of potential customers by collecting their details.

Cash Out Refinance Loan Chatbot

Are you offering cash-out refinance options to your customers? Are you looking to increase leads on that? This chatbot template is made just for that. It encourages users to apply for a cash out refinance by telling them the benefits and then taking them through the application.

ARM & Interest Only ARM vs. Fixed Rate Chatbot

Are you offering mortgage calculators to users? This chatbot has the option to calculate ARM & Interest Only ARM vs. Fixed Rate and the option to calculate Mortgage with Taxes and Insurance. It asks all the required details from the user so that you can calculate the result and reach out to them! This chatbot template will generate legitimate leads for you.

Used Car Loan Chatbot

Do you want more people to apply for your used car loans? This chatbot template will help you do just that. It informs users about the loan and how it will benefit them and whether they're eligible or not. It encourages them to apply for the loan, therefore generating legitimate leads of people who actually want the loan.

Home Mortgage Chatbot

This home mortgage chatbot template can help you in easing your customer's journey by providing various home mortgage offerings and at the same time find the mortgage product that fits best the requirements without any hassle.

Home Mortgage Loan Lead Generation

This free finance chatbot template comes with a range of mortgage options that can help your potential customers in choosing the right mortgage for themselves. At the same time, you can identify your target audience and find the best ways to market to them.

Housing Finance Lead Generation

This home mortgage chatbot template comes with mortgage calculator and various options that your target audience can choose from. This chatbot will ask the borrower a series of questions before searching over mortgage products in a matter of minutes and recommending the right product for the borrower.

Business Credit Application Chatbot

Do you provide credit to businesses? This chatbot template will make your job a lot simpler! It takes users through a series of questions to help you prequalify them on the basis of the information collected. If you're looking to drive more leads, use this chatbot in your lead generation efforts.

Equity Max Mortgage Pre-Approval Chatbot

This chatbot template is designed to help users find a suitable mortgage agent. It collects information about the property from the user along with their contact details. If you're looking to kickstart your lead generation efforts, use this template today!

Quick Loans Wishlist Chatbot

This chatbot initiates an application for various types of quick loans that the bank's customers want to avail; such as personal loan, car loan, home loan etc. It lists out the best offers available for the category of loan chosen by the customer. It makes the task of lead generation easier by identifying potential borrorwers during this holiday season.

Mortgage Analysis Chatbot

This chatbot template is designed to help people analyze how much interest their mortgage will generate, and what their amortization schedule is. If you're a mortgage loan officer, this chatbot is for you!

Quick Mortgage Quote Chatbot

Do you offer mortgage quotes to homebuyers? This chatbot template is designed to target them and gathers the intel required i.e. property details, loans, SSN, etc. Use this chatbot to generate legitimate leads today!

Tax Cashback Application Chatbot

This chatbot is a tax service application template and can help understand taxpayers' expenses and capture their details. It further assists them to redeem cash in lieu of certain tax benefits. If you're looking to generate leads for your services, use this chatbot template today!

Mortgage Survey Chatbot

A mortgage is a stressful and hassle process, but with this free survey chatbot template, this whole process can be streamlined. It will collect information from borrowers about what they think, experience and relate to the mortgage process. And based on these informations your mortgage team can provide customized offerings and services.

Loan and Credit Card Comparison Chatbot

Choose of right kind of loan can be a huge pain for your customer especially if they are connecting with you on the website. This loan chatbot template is designed in a such a way that it can provide guidance for loan applications and to automatically respond to loan inquiries. So, in this way, it makes the process of loan origination seamless and user-friendly at a reduced service cost.

Personal Banking Chatbot

Today your customer expectations are increasing by leaps and bounds and to be ahead of your competitors you have to be available around the clock. This banking chatbot template helps you from checking accounts and tracking daily expenses to giving investment advice. Try this today and give a personal banker experience anytime and anywhere.

Quick Loan Application Chatbot

This chatbot converts the cumbersome process of a loan application into just few simple steps. This bot is a perfect fit for banks who are seeking customers for quick loans. The chatbot asks a few basic questions to the visitors to determine their loan eligibiltiy and accordinlgy helps them with their loan options. The visitors are required to share their financial details over the bot to get a quote reagrding their loan amount.

Financial Management Firm Chatbot

Create a smooth user experience by providing a personalized solution to your target customers. It is the foundation of turning a lead into a customer and customer into a returning customer. This chatbot knows what your customers are looking for and make sure to respond to them in a personalized way. So, be relax because it will ease your lead generation efforts and in return will improve the efficiency of your business.

Housing Finance Agency Chatbot

This housing loan chatbot is an effective way that can help you in building exceptional customer journeys with the help of fast responses, 24/7 availability, meeting customers’ goals and improving their financial well-being. It will ask particular questions, to automate initial interaction with prospects and to make relevant loan offers.

Banking Services Chatbot

Banking is built on the foundation of trust. And this banking chatbot template helps you build that trust by providing the right solution to your customers without any sales representative. It engages by providing instant support and always being available to help them. Use this template and flood your business with leads.

Two Wheeler Loan Chatbot

Are you looking for a solution to engage your target audience? Try this finance chatbot template that will give superfluous experience to the customers. Without letting them know whether they are talking to the bot or a real human.

Micro and Small Enterprise Loan Chatbot

This loan application chatbot template can eliminate this risk of capturing inappropriate data. It helps replace long and tedious forms in a super-effective way to generate leads effectively.

Chatbot for Cash Advance App

This finance chatbot template is designed to help banks and other financial institutions understand customer requirements and help process them in a quick and effective manner. Use this chatbot today for better lead collection.

Home Financing Solutions Bot

This chatbot will help visitors understand the type of home loans offered by this company. It tells about the features advantages and benefits of applying with them. For any of the loan option, it asks the visitor whether they would like to go with cashout or lower payment. The bot is a perfect fit for financial institutions and banks who want to simplify the loan application process for their customers.

Bank Customer Support Chatbot

It has often seen that banking customers have a long way to identify the best suitable option. And sometimes they have to wait in support calls before their queries get answered. This chatbot helps in answering all these queries. It is built with the aim to help serve the customers better and faster. Helping with Branch addresses, products, services, ATM locators. It also provides instant support to customers’ inquiries on a 24×7 basis.

NRI Financial Planning Bot

Are you an NRI who is looking for Financial Planning? This chatbot template provides users with various services available along with the choice of pricing

Financial Planning Chatbot

Are you looking for Financial Planning. This chatbot will explain the benefits of financial planning and will help you chose the best plan for you

Mutual Funds Investment Chatbot

This chatbot gives investors information about several mutual funds benefits and gives them the option to choose amongst different services and packages relating to the investment type. This bot is a perfect fit for investment companies who want to simplify their lead generation process and understand the needs of their potential invesstors.

Bankruptcy Client Intake Chatbot

This chatbot is a client intake form that asks the borrowers certain questions to understand the wherabouts of their bad debt, real estate or other civil loans, This chatbot simplifies the process of lead generation when it comes to potential financial indemnity seekers. The bot is a perfect tool for financial institutions who are looking to schedule a consultation to provide advisory services.

Tax Consultant Chatbot

With tax season around the corner, this chatbot will work as a helpful resource. fIt make sure that taxes are filed more accurately with less manual effort. It is able to answer hundreds of questions and doubts about tax and moreover it is available to help people with their taxes at any time on any day of the week. Our idea was to take a process that people don’t really like doing, such as a tax return, and turn it into something quick, easy and fun using a chatbot on Facebook Messenger 💬

Future Gain Endowment Insurance Application Bot

This chatbot initiates the application process for an endowment insurance plan. The bot also describes the benefits of the plan. If you are a financial institution and want to generate lead on potential customers who are seeking consolidated insurance coverage plans, this bot makes that possible for you with just a few clicks.

Chatbot for Home Loan Lenders

If you are looking to provide home loans at low-interest rates and closing costs, this chatbot will help you generate quality leads. A lot of people are availing loans to purchase their dream homes. Most of the banks and lenders provide loans and an option to apply for them online. In order to stay ahead of the competition, you can provide this interactive and creative chatbot to your customers to apply for a home loan. With the help of this template, you can quickly ask them important questions and register them for the loan.

Digital Banking Chatbot

Being in financial and banking space you always have to make sure that your customers get their solution instantly as an unhappy customer can make you lose your market share. This chatbot template has all those queries that your customer might have. And, moreover, it will reduce human interference which will help you in concentrating on your core business.

Market Potential Evaluation Survey Chatbot

Are you looking for an easy and affordable way to conduct market research for gathering information from your target audience? Then give your search an end here. Whether you’re a Fortune 500 company or a startup, this free chatbot template can help you in understanding your target audience, their preference, and your expectations. Try this chatbot template and collect data that will help you in retaining old customers as well as gaining new customers.

Debit Card Survey Chatbot

This debit card survey template will help you in understanding your customer preference and their debit card usage. It will also analyze the payment habits of individuals with varying credit histories. Try this free chatbot template and be ahead of your competitors.

Credit Card Survey Chatbot

Credit cards come with immense benefits but what advantage will attract your customer is important. With this free survey chatbot template which is designed especially for understanding your customer purchasing behavior and their needs for owning a credit card.

Tax Refund Calculator Chatbot

This tax refund chatbot template is a step-by-step guide on how to find the status of an IRS or state tax refund. Users just have to share a couple of important stuff related to the taxes they paid and the amount of refund they would get will be generated automatically.

Stimulus Check Calculator Chatbot

This finance chatbot template will help users with an estimate of how much money they may expect from your 2020 stimulus payment. Just they have to enter their income, filing status, basic details.

Chatbot for Company Simplifying Mortgage Payments

This chatbot template collects all the detailed information you may require to convert a lead into a potential customer. Moreover, increased customer satisfaction can lead to increased customer advocacy and sales.

Chatbot for Home Warranty Agency

This chatbot is perfect for companies that are looking for cost-effective ways to capture lead data. For the simple reason- implementing a full functioning chatbot is much cheaper and faster than creating a cross-platform app or hiring employees for a particular job role.

Chatbot for Credit Card Rewards

A credit card comes with endless benefits and explaining them can be a tedious task especially for your customer care executive. Try this banking chatbot template that explains each and every benefit to customers and showcases offers they might be interested in.

Investment Banking Advisory Chatbot

This chatbot helps financial solutions providers meet in lead generation. The vistor is first briefed about the services provided by the solutions company and then it asks them for the service they are looking for after which it asks for the lead details.

Chatbot for Investment and Development Authority

Investment decisions are tough to make and if you are helping your prospects make wise investment choices, then this chatbot template can help you get more of them to your sales team.

Frequently Asked Questions

  • What is a Finance & Banking chatbot?

    A Finance & Banking chatbot is a fully automated piece of software that has a conversation with your prospects to capture and qualify leads in your digital marketing campaigns.

  • What is a conversion rate?

    Your conversion rate is the percentage of visitors to your landing page that gives you their contact information or makes a purchase on the spot. For example, if 200 people visit your page per month and 100 give you their contact info, then your conversion rate for the month is 50%.

  • Why does conversion rate matter?

    Getting traffic to your landing pages is time and money-intensive. You either spend hours making the content required for good search rankings or spend large sums of money on Google Ads to show up at the top of the page. To maximize the ROI on these investments, you need to maximize your conversion rate as much as possible. To do this you must reduce friction in the lead generation process. One way to do this is by increasing user engagement. The vast majority of your prospects are dropping from your page because they don't like forms and they don't like reading blocks of text. Chatbots solve this engagement problem. By engaging prospects in a real conversation, they transform the lead generation process into a personalized process that gives prospects the engagement that they desire, and increases your conversion rate by 2x.

  • Can I use this Finance & Banking chatbot template for free?

    Yes you can. Website chatbots can live on the bottom right of your website, ready to capture and qualify leads for you all day, everyday. In fact, we use a chatbot on our website ourselves and it generates 100s of leads for us per month! If you want to build a chatbot for your website, sign up for the Tars Chatbot Builder over HERE or book a free call with a Tars conversational design expert over HERE (they can help you get set up).

  • What other software (e.g. CRMs, ESPs) can Finance & Banking chatbots integrate with?

    Using Tars’ powerful API integration feature and Zapier integration, your Tars chatbot can integrate with thousands of your favourite business management apps. If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.

  • Can I edit this Finance & Banking chatbot template?

    If you sign up for the Tars Chatbot Builder, you can use this Finance & Banking chatbot template as a base and make all the customizations your heart desires within a matter of minutes. You can sign up over HERE and check out our complete chatbot tutorial over HERE. If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.

  • Do I need to know how to code to build a Finance & Banking chatbot?

    Contrary to common belief, you do not need to be an expert programmer to build a chatbot. In fact, using the Tars builder you don’t need to know any programming at all. We built the Tars Chatbot Builder first and foremost for the marketer with NO CODING EXPERIENCE in mind. Sign up and start creating over HERE.

  • Can you build a Finance & Banking chatbot for me?

    We have a team of highly motivated conversational design experts whose sole aim in life is to create the most optimized chatbot for your law firm. You can book a time slot with them for free over HERE.

  • I cannot find a chatbot template in your galley. Can I request it?

    Why request a chatbot template when you can create a bespoke chatbot that fits your exact needs within a matter of minutes? Tars is the internet’s most intuitive chatbot creation tool. It allows you to build high-converting conversational experiences like the one above to take your law firm’s marketing to the next level. If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.

  • Can I change the language of this Finance & Banking chatbot template?

    Yes. Finance & Banking chatbot templates created in the Tars Chatbot Builder function like regular webpages. This means that they can support every single language that your browser supports.

  • What is the benefit of a financial services and banking chatbot?

    The value proposition is simple. If you use an financial services and banking chatbot, your conversion rate will increase 2-3x.

  • How does a financial services and banking chatbot get me more appointment bookings?

    Marketing in the financial services and banking space is hard. Throughout the buyer journey, prospects are expected to fill out super-long, highly technical forms that most people do not understand. The end result is an abysmal sub-10% conversion rate and millions of dollars in wasted adspend. Financial services and banking chatbots help you get around these problems. They transform an otherwise cumbersome form filling process into a super-engaging, personalized interaction with a virtual relationship manager. The end result is that a greater proportion of your digital marketing prospects convert into high-quality leads before dropping from your site. In real terms, this generally means a 2-3x increase in conversion rate and a corresponding 50% drop in cost per lead.

  • What is the average conversion rate for the financial services and banking industry?

    Financial services lead generation is woefully broken. The average conversion rate in the industry tends to be around 7%. This means that 93% of all visitors to financial services and banking landing pages drop before converting.

  • How do I create a financial services and banking chatbot?

    Tars is the internet’s most intuitive chatbot creation tool. It allows you to build high-converting conversational experiences like the one above to take your financial services lead generation to the next level. You can sign up for it over HERE.

    If you want resources on how to go about the creation process, check out our chatbot tutorial on how you can convert a low-converting financial services and banking landing page into a high-converting financial services and banking chatbot. You can find it over HERE.

    If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.