Finance & Banking Chatbot Templates

74 Chatbots

Industry Use-Case
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?
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.
Paytm Online Recharge Bot
Imagine if you could handle your phone bill, electricity bill, water bill and more by sending a few messages.
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!
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.
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?
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.
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.

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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?
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.
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?
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.
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.
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.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 Catbot
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.
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.
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.
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.
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.
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.
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.
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.

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.