Personal Finance Chatbot

Customer analytics have shown that customers go for a personal loan for a wide range of reasons, one of them being good financial health, but if there's one thing that all of them want is a good personal finance tool that takes them through the process easily. This chatbot for personal finance marketing can automate the loan application process and also help active users with a financial product. It makes the work easier for the agents, enabling them to focus on other important tasks at hand.

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Features and Benefits :

1. The chatbot asks the customer if they are a salaried employee or self-employed.

2. If the customer is a salaried employee, the chatbot asks them to share their profession and net income.

3. It asks them the loan amount they are looking for.

4. If the customer is self-employed, the chatbot asks them to choose the nature of their business from a given list: I'm a distributor, I am into job work, I am a retailer, I am a service provider, I am into trading, etc.

5. It asks the type of business entity they have, such as proprietorship, partnership, or Pvt. Ltd. company.

6. It asks them to share the annual turnover and net income.

7. It asks them the EMI amount they are comfortable with.

8. It collects their name, gender, date of birth, phone number, and email address.

9. It can be configured to carry out financial transactions.

10. It can be configured to improve the financial literacy of active users, by helping them in financial planning and making informed decisions.

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Manager of IT Services

Manager of IT Services

Real Estate

industry

Real Estate

category

IT Services

capacity

50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

Lindsey Roark Mayes

Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Lindsey Roark Mayes
industry

Government

Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

Marketing Operations Manager

Marketing Operations Manager

Healthcare and Biotech

Marketing Operations Manager
industry

Healthcare and Biotech

category

Marketing

capacity

30B + USD

The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Levi Eastwood
industry

Education

Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

Product Manager

Product Manager

Finance (non-banking)

Product Manager
industry

Finance

category

Product Management

capacity

50M - 250M USD

My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

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