Chatbot for Wealth Management Firm

There was a time when the financial industry could not come up with an effective and straightforward lead gen strategy and because of that suffer from a poor financial situation itself. Now that we have conversational AI for wealth management marketing, the financial services sector has started generating leads like never before. Wealth management firms can now supply financial advice to their prospective clients in no time and provide a personalized experience to an otherwise vapid yet demanding task. This digital marketing tool can add value to the financial advisor marketing strategy of a firm by keeping an eye on the personal finance management of its client base.