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.
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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.
