Simple Savings Calculator Chatbot

There are multiple popular online investment calculator tools that financial companies use 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 potential clients' 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. The financial services industry finds it difficult to generate qualified leads and aid the sales team in pushing them down the sales funnel. As a result, the traditional lead generation service fails in benefiting the financial advisory business. But, conversational AI can change the worst-case scenario to the best by providing helpful content and incentives to clients through a simple chat.