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.