Broking, Insurance, Mutual Funds FAQs Lead Generation

Are you tired of answering each and every query from customers? And you are looking for a solution to answer these queries quickly that is accessible to the customers 24/7? Then this chatbot is for you. This chatbot provides answers to a wide range of topics that users are looking for. It will automate the repetitive tasks to free up the customer service agents and let them focus on more important work. This chatbot will generate and increase your leads through the conversation.

Features and Benefits :

  • Users can select the services they are looking for from the list that this chatbot offers, such as home loans, life insurance, brokerage accounts, mutual funds, or simply get in touch with agents.
  • After selecting an option, say home loan, they can apply for a loan, knowing their eligibility, interest rate, collateral, and EMI payment mode.
  • It asks customers for more details, such as their name, email address, phone number, and some additional questions to move ahead in the application process.
  • It provides all the necessary links and information.
  • Responds quickly to increase customer satisfaction.
  • Customers don't have to wait in lines, which increases the overall customer experience.
  • Similar Templates in finance-banking Industry


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