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.
Explore Finance & Banking solutionsFeatures and Benefits :
Similar Templates in Finance & Banking Industry
Invest in your customer satisfaction with Tars AI Agents
Financial Concierge AI
Financial Concierge AI offers a comprehensive package of features designed specifically for finance & banking companies.
Financial Advisor AI
Financial Advisor AI is designed to help finance & banking companies guide potential customers through tailored buyer journeys.
Finance Workflow AI
Finance Workflow AI for internal automation
Frequently Asked Questions
Trusted by 500+ Global Brands
Ready for higher conversion rates?
Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%
Tars is rated #1 in the Chatbot Platform Category
Manager of IT Services
Real Estate
Real Estate
IT Services
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
Ex-Director of SOS IT (State of Indiana)
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
Healthcare and Biotech
Healthcare and Biotech
Marketing
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
Marketing Director, UCI Paul Merage School of Business
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
Finance (non-banking)
Finance
Product Management
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.
