Investment Banking Advisory Chatbot

The chatbot for marketing investment funds is an automated tool used by financial institutions that work as a placement agent to generate potential investors as a part of core marketing activity. This is a solid marketing strategy that helps investment firms and their fund managers to cater to the needs of financial market participants through professional client management leading to a reduction in marketing expenses. The chatbot is a part of an integrated marketing plan that uses conversational means that is, generates relevant content for potential investors to deep dive into various market funds. It boosts the trust of the target market with all marketing practices held under one roof, to be able to directly connect to respective fund managers for a better subscription agreement. This market practice by investment advisors is helpful to any type of investor.