Financial Advisor Quiz Chatbot
Investment advisors are always searching for ways in which they can add value to their services and engage their current clients. Coming up with a financial advisor questionnaire can be a good plan of action, but the problem that arises here is "how to conduct this quiz"? Through forms, on calls, email threads...nope.
Conversational AI is the ultimate solution! A chatbot can put forth financial advisor questions for clients to solve and based on the answers, give investment advice, suggest financial plans, recommend financial products, and give some insight into a good investment philosophy. Use this free financial advisor quiz chatbot template to educate the customers and generate quality leads.
Features and Benefits :
The chatbot asks the customer to enter their gender and age group.It asks them if they are a parent, and select one of the following options: yes, at least one is under 10; yes, all over 10 and one still under 25; yes, adult children; no.It asks them to choose their relationship status from the following options: married to someone of the opposite sex; married to someone of the same sex; cohabiting with someone of the opposite sex; cohabiting with someone of the same sex, etc.It asks them to choose their career status from the following options: employed; self-employed (not hiring anyone); small business owner (1 to 100 employees); retired; student; other.It asks them to choose their home status from the following options: a homeowner; I'm saving up; beginning to doubt I ever will own home; don't want to own a home; I'm not a homeowner.It asks them if they have a stocks and shares ISA and choose from the following options: yes and I'm confident; yes, but I don't really get it; no, I don't even know what it is; no, I don't have one presently.To share a detailed analysis of the answers, the chatbot collects the customer's name, phone number, and email address.It can be programmed to set financial goals for people who want to improve their financial situation.This chatbot can help you find out about the client's needs and preferences.It can provide information about financial planning to prospective clients.It can be used as a way to increase sales.It can conduct a survey to gather data about your customers' needs and investment portfolio.
