Financial Savvy Quiz Chatbot

Financial service providers are often on the lookout for ways to improve their lead generation strategies. One such way is giving a highly personalized experience to the customers that can entice them into converting to clients. If their investment choices and financial goals are known to the service providers, it becomes easy for them to help the leads with their personal finance. A financial health quiz comes in handy in such a case, especially if it is backed up by conversational AI. This chatbot for a personal financial literacy quiz can be of service to a financial firm in analyzing the interests of their customer based on their financial health score.

Explore Finance & Banking solutions

Features and Benefits :

1. The chatbot asks the user questions like which of the following does not make up your credit score, which is one way to improve your credit score, the FICO score is used when determining whether or not to lend you credit, when preparing to apply for a home loan, is it a great idea to purchase a car or apply for store credit cards, etc.

2. It gives the user multiple options to choose their answers from.

3. It tells the user if their answer is right or wrong after every question has been responded to.

4. It collects their name and email address to share the quiz results.

5. It can be integrated into any website and will allow users to complete a quiz on their own time without having to leave the site.

6. It can generate leads for businesses by providing them with information about their customers’ finances.

7. It can provide more personalized customer service than an agent because it is able to ask follow-up questions that agents cannot.

Similar Templates in Finance & Banking Industry

Invest in your customer satisfaction with Tars AI Agents

Financial Concierge AI

Financial Concierge AI offers a comprehensive package of features designed specifically for finance & banking companies.

Financial Advisor AI

Financial Advisor AI is designed to help finance & banking companies guide potential customers through tailored buyer journeys.

Finance Workflow AI

Finance Workflow AI for internal automation

Read more
industry-finance_banking-hero

Frequently Asked Questions

Trusted by 500+ Global Brands

ClientsClients_tabletClients_mobile
happy robot

The future of customer experience is conversational.

Join us today

Ready for higher conversion rates?

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

Tars is rated #1 in the Chatbot Platform Category

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.

BlobBlob green
book_demo

Book Your Personalized Demo

What our customers say

Videos

happy robot

The future of customer experience is conversational.

Join us today