Investment Management Services Chatbot

Chatbots in financial services were unheard of until the conversion rate of several major financial services companies dropped down. To save financial services providers conversational AI took the reigns of the financial services industry and automated all the major lead gen processes. This chatbot for investment advisor leads qualifies the incoming leads while also promoting the brand value in an engaging way. Use this free template to take your customer experience a few steps ahead and above other financial service providers.

Features and Benefits :

  • To start the lead screening process, the chatbot asks the user if they are familiar with investment terminologies.
  • The user who responds with a "yes", is asked to choose an insurance (such as mutual funds, exchange-traded funds, unit investment trusts, variable insurance funds, etc) that they are looking for from a given list.
  • The chatbot collects the user's phone number and email address.
  • It can be configured to ask questions about the user's needs based on their preferred policy option.
  • It can send them a personalized message with information on the chosen product or service.
  • Financial services chatbots can generate new business leads.
  • It is easy to implement and set up.
  • It can strategically improve marketing strategies.

    • Similar Templates in finance-banking Industry

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