Investment Advisor Lead Generation Chatbot

If not for anything, your customer base would always come to seek some form of assistance for financial advice to set their financial goals. If your financial planning firm wishes to get its financial advisor services to the audience in the target niche and help them gain access to advisors who can aid them in improving their financial situation, this virtual financial advisor could be the best thing to hold on to. This financial planning software uses chat automation to provide the best financial planning services to clients in a matter of seconds by explaining each of the wide range of financial plans and products to the entire client base which can prove to be cost-effective for the financial services industry.

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Features and Benefits :

1. The chatbot asks the customer if they need more information about the company, know about the products it offers, want to be a TFA representative, or speak to an expert.

2. It gives them a list of financial products that they want to know more about, such as mutual funds, variable annuities, individual retirement accounts, and 529 plans.

3. It explains the financial product to the customer that they have chosen.

4. It collects their name, phone number, and email address to connect them with an expert.

5. It can act as a virtual financial planner for customers and simplify their financial planning experience.

6. It can improve client relationships by recommending various effective investment strategies to upgrade their financial life.

7. It can be configured to enable customers to upload their financial documents.

8. It can reduce all the ancillary costs related to financial advisor lead generation.

9. It can increase client satisfaction levels by immediate financial planning advice.

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Manager of IT Services

Manager of IT Services

Real Estate

industry

Real Estate

category

IT Services

capacity

50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

Lindsey Roark Mayes

Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Lindsey Roark Mayes
industry

Government

Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

Marketing Operations Manager

Marketing Operations Manager

Healthcare and Biotech

Marketing Operations Manager
industry

Healthcare and Biotech

category

Marketing

capacity

30B + USD

The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Levi Eastwood
industry

Education

Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

Product Manager

Product Manager

Finance (non-banking)

Product Manager
industry

Finance

category

Product Management

capacity

50M - 250M USD

My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

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