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


    New Product

    Introducing Tars Prime, Our New Cutting-Edge Chatbot, Powered by ChatGPT

    Discover the future of conversational AI and setup your website’s AMA chatbot with Tars Prime in under 30 seconds and in one-click!

    Try it Out


    Frequently Asked Questions

    Trusted by 500+ Global Brands

    happy robot

    The future of customer experience is conversational.

    Join us today

    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

    BlobBlob green

    Book Your Personalized Demo

    What our customers say


    happy robot

    The future of customer experience is conversational.

    Join us today