Investment Risk Assessment Chatbot

Your financial services company can give the banking customers something more than just financial transactions. Deploying an interesting chatbot questionnaire can engage your customers in more ways than one. It can help the entire customer base in making wise decisions when it comes to choosing the right investment plan for themselves. Bid adieu to old customer interactions and welcome this artificial intelligence-based investment chatbot template.

Features and Benefits :

1. To evaluate what type of investor the customer is, it asks a list of questions such as which of the following best describes your current stage of life (options: single with few financial commitments, a couple without children, young family, mature family, etc), in the light of current interest rates, what return do you reasonably expect to achieve from your investments, for how long would you be prepared to see your investment performing poorly before you cashed it in, how familiar are you with investment markets, etc.

2. Based on the score, the chatbot declares the type of investor the customer is, such as a conservative investor, cautious investor, prudent investor, assertive investor, or aggressive investor.

3. It collects the customer's name and email address to send across the investment options available for them.

4. The chatbot helps the customer to make better choices by providing information about the different types of investors.

5. It also provides the customer with a personalized recommendation based on their answers to the questionnaire.

6. The chatbot helps save time for both the customer and the bank.

7. It helps the customer to get valuable insights into their own investing habits.

Similar Templates in finance-banking Industry


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