Investment Advisor Lead Generation Chatbot
Make a Chatbot now!
Are you into a business of educating and helping people take the right financial decisions? Then you must be getting a lot of inquiries and financial doubts from your target audience. And dealing with all of them at the same time can be a tough task. But this financial chatbot template can be a big relief to you as it will answer all the queries that your audience can have and can also capture their data for future follow-up.
Popular Chatbot Templates in the Finance & Banking Industry or for Lead Generation Use-case
Cryptocurrency Quiz ChatbotHow many of you know that Cryptocurrency was started back in 2009? Until recent years when the value of bitcoins rose, people started to learn more about it and invest. This chatbot template has been designed to help you test your knowledge of cryptocurrencies and provides your quiz results and the correct answers to each question to brush up your knowledge.
Chatbot for Mortgage LendersIf you're a mortgage loan officer complying with federal and state regulations is of utmost importance. That said, having an online presence and leveraging technology to drive more applications puts you at a competitive advantage. This mortgage loan application chatbot template skims through users and helps in focusing on the leads that bring conversions.
Automotive Loans ChatbotThis finance chatbot template is built to reduce follow-ups done by loan officers. More often than not, the process of approving a loan requires officers to collect relevant documents to check user eligibility. If you could have a chatbot that collects initial user details and checks their eligibility before passing the lead on to, wouldn't life be a lot simpler?
Investment Risk Assessment ChatbotHelping customers with investment decisions can be quite daunting. With thousands of investment choices and lack of knowledge customers often refrain from making these decisions. However, if you provide investment services and want to educate your customers, this banking chatbot example is going to help you out. Designed with an engaging quiz, this chatbot template helps users understand what kind of investors they are depending upon their investment choices.
Bank Application BotBanks offer awesome services. They store your money, pay you interest and they even give you loans. The only problem is that there is a stack of forms between you and these services. Wouldn’t it be great if there was someone who could finish all the boring parts? Well that is what this bot aims to do.
After implementing TARS, one of the Auto clients we work with has reduced the time it takes to field questions over 60%, and more importantly, their sales conversions have doubled. Overall, the benefits of using TARS has been a great amount of time and money saved by automating processes and in turn, increasing sales and the bottom line.
Mark IdzikFounder, Triproweb.com
I've been using Tars for my agency to schedule calls with clients. So far it got me almost $10,000 in B2B sales using the chatbots. The feedback I get is - they enjoy filling out the bots, it feels more 'human' vs. forms.
Rose TablanFounder, Your Go-To Funnel Nerd
10,500+ Bot Creators
18,000+ Chatbots Created
25M+ Bot Conversations
Frequently Asked Questions
What is a Finance & Banking chatbot?
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.
What is a conversion rate?
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%.
Why does conversion rate matter?
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.
Can I use this Finance & Banking chatbot template for free?
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).
What other software (e.g. CRMs, ESPs) can Finance & Banking chatbots integrate with?
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.
Can I edit this Finance & Banking chatbot template?
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.
Do I need to know how to code to build a Finance & Banking chatbot?
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.
Can you build a Finance & Banking chatbot for me?
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.
I cannot find a chatbot template in your galley. Can I request it?
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.
Can I change the language of this Finance & Banking chatbot template?
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.
What is the benefit of a financial services and banking chatbot?
The value proposition is simple. If you use an financial services and banking chatbot, your conversion rate will increase 2-3x.
How does a financial services and banking chatbot get me more appointment bookings?
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.
What is the average conversion rate for the financial services and banking industry?
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.
How do I create a financial services and banking chatbot?
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.
Ready for higher conversion rates?
Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%
How it works?
Create a Conversation Workflow
Signup and create a Conversation Workflow from scratch using our workflow builder or use a pre-built template.
Use the Conversation as your post-click
Each Chatbot Conversation lives on its own URL, like a typical landing page.
Use this Chatbot URL as your Ad Campaign
destination and you are done.
View, Download and Integrate your
Check the leads collected right in your dashboard, download it in an excel sheet or send it to your preferred CRM and marketing apps.