Question 1

What is a Finance & Banking chatbot?

Accepted Answer

A Finance & Banking chatbot is a fully automated piece of software that has a conversation with your prospects to capture and qualify leads in your digital marketing campaigns.

Question 2

What is a conversion rate?

Accepted Answer

Your conversion rate is the percentage of visitors to your landing page that gives you their contact information or makes a purchase on the spot. For example, if 200 people visit your page per month and 100 give you their contact info, then your conversion rate for the month is 50%.

Question 3

Why does conversion rate matter?

Accepted Answer

Getting traffic to your landing pages is time and money-intensive. You either spend hours making the content required for good search rankings or spend large sums of money on Google Ads to show up at the top of the page. To maximize the ROI on these investments, you need to maximize your conversion rate as much as possible. To do this you must reduce friction in the lead generation process. One way to do this is by increasing user engagement. The vast majority of your prospects are dropping from your page because they don't like forms and they don't like reading blocks of text. Chatbots solve this engagement problem. By engaging prospects in a real conversation, they transform the lead generation process into a personalized process that gives prospects the engagement that they desire, and increases your conversion rate by 2x.

Question 4

Can I use this Finance & Banking chatbot template for free?

Accepted Answer

Yes you can. Website chatbots can live on the bottom right of your website, ready to capture and qualify leads for you all day, everyday. In fact, we use a chatbot on our website ourselves and it generates 100s of leads for us per month! If you want to build a chatbot for your website, sign up for the Tars Chatbot Builder over HERE or book a free call with a Tars conversational design expert over HERE (they can help you get set up).

Question 5

What other software (e.g. CRMs, ESPs) can Finance & Banking chatbots integrate with?

Accepted Answer

Using Tars’ powerful API integration feature and Zapier integration, your Tars chatbot can integrate with thousands of your favourite business management apps. If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.

Question 6

Can I edit this Finance & Banking chatbot template?

Accepted Answer

If you sign up for the Tars Chatbot Builder, you can use this Finance & Banking chatbot template as a base and make all the customizations your heart desires within a matter of minutes. You can sign up over HERE and check out our complete chatbot tutorial over HERE. If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.

Question 7

Do I need to know how to code to build a Finance & Banking chatbot?

Accepted Answer

Contrary to common belief, you do not need to be an expert programmer to build a chatbot. In fact, using the Tars builder you don’t need to know any programming at all. We built the Tars Chatbot Builder first and foremost for the marketer with NO CODING EXPERIENCE in mind. Sign up and start creating over HERE.

Question 8

Can you build a Finance & Banking chatbot for me?

Accepted Answer

We have a team of highly motivated conversational design experts whose sole aim in life is to create the most optimized chatbot for your law firm. You can book a time slot with them for free over HERE.

Question 9

I cannot find a chatbot template in your galley. Can I request it?

Accepted Answer

Why request a chatbot template when you can create a bespoke chatbot that fits your exact needs within a matter of minutes? Tars is the internet’s most intuitive chatbot creation tool. It allows you to build high-converting conversational experiences like the one above to take your law firm’s marketing to the next level. If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.

Question 10

Can I change the language of this Finance & Banking chatbot template?

Accepted Answer

Yes. Finance & Banking chatbot templates created in the Tars Chatbot Builder function like regular webpages. This means that they can support every single language that your browser supports.

Question 11

What is the benefit of a financial services and banking chatbot?

Accepted Answer

The value proposition is simple. If you use an financial services and banking chatbot, your conversion rate will increase 2-3x.

Question 12

How does a financial services and banking chatbot get me more appointment bookings?

Accepted Answer

Marketing in the financial services and banking space is hard. Throughout the buyer journey, prospects are expected to fill out super-long, highly technical forms that most people do not understand. The end result is an abysmal sub-10% conversion rate and millions of dollars in wasted adspend. Financial services and banking chatbots help you get around these problems. They transform an otherwise cumbersome form filling process into a super-engaging, personalized interaction with a virtual relationship manager. The end result is that a greater proportion of your digital marketing prospects convert into high-quality leads before dropping from your site. In real terms, this generally means a 2-3x increase in conversion rate and a corresponding 50% drop in cost per lead.

Question 13

What is the average conversion rate for the financial services and banking industry?

Accepted Answer

Financial services lead generation is woefully broken. The average conversion rate in the industry tends to be around 7%. This means that 93% of all visitors to financial services and banking landing pages drop before converting.

Question 14

How do I create a financial services and banking chatbot?

Accepted Answer

Tars is the internet’s most intuitive chatbot creation tool. It allows you to build high-converting conversational experiences like the one above to take your financial services lead generation to the next level. You can sign up for it over HERE.

If you want resources on how to go about the creation process, check out our chatbot tutorial on how you can convert a low-converting financial services and banking landing page into a high-converting financial services and banking chatbot. You can find it over HERE.

If you need help setting up, or want a Tars conversational expert to design a bot for you for FREE, book a time slot with us over HERE.

Universal Financial Group

Share this template

Similar Templates in finance-banking Industry

Frequently Asked Questions

What is a Finance & Banking chatbot?

What is a conversion rate?

Why does conversion rate matter?

Can I use this Finance & Banking chatbot template for free?

What other software (e.g. CRMs, ESPs) can Finance & Banking chatbots integrate with?

Can I edit this Finance & Banking chatbot template?

Do I need to know how to code to build a Finance & Banking chatbot?

Can you build a Finance & Banking chatbot for me?

I cannot find a chatbot template in your galley. Can I request it?

Can I change the language of this Finance & Banking chatbot template?

What is the benefit of a financial services and banking chatbot?

How does a financial services and banking chatbot get me more appointment bookings?

What is the average conversion rate for the financial services and banking industry?

How do I create a financial services and banking chatbot?

Trusted by 500+ Global Brands

The future of customer experience is conversational.

Ready for higher conversion rates?

Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

Case Studies

How Indiana INBiz saved $200,000 with a Chatbot

How the State of Montana Fixed Its DMV Customer Service Using a Chatbot

How International Medical Center automated 1 million customer service conversations through Tars Website and WhatsApp Chatbots

Webinars

5 tactics for educational institutes to streamline their admissions process

How real estate agents can increase marketing ROI using automation

How to speed up your sales cycle through effective customer relationship management

What our customers say

Videos

The future of customer experience is conversational.

More Resources

Blog

Case Studies

Webinars

Podcasts

Ebooks

Best Practices

Use-Cases:

Industries:

The future of customer experience is conversational. Join us today.