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.

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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.
  • Similar Templates in Finance & Banking Industry

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      Implementing an Agent 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 service️ along with our business services.
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      Lindsey Roark Mayes
      Ex-Director of SOS IT (State of Indiana)
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      Lindsey Roark Mayes from State of Indiana
      “Cutting down on staff needing to email back.”
      Since our launch of Tars Agents, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the Agent 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.
      Levi Eastwood
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      Levi Eastwood from UCI Merage School
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      I love the flexibility of the TARS chatbot design tool. The ability to drop in a new gambit and easily de-link and re-link gambits before and after it saves HOURS of time lost if I had to regenerate from scratch. TARS stands out for its flexibility, consistent performance, and outstanding support.
      Aaron Rittmaster
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      Aaron Rittmaster from Fantastic Memories Travel
      “Very responsive and supportive Team”
      I love how supportive and responsive the team members are. The chatbots are not difficult to build once you have an idea of what you are doing, and this is so based on the backend work Tars has completed. Also, they are flexible to the clients' requests.
      Keisha Cameron
      Product Manager
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      Keisha Cameron from Victoria Mutual Group
      “Easy for cooperation and open to agreement.”
      One of the biggest qualities of TARS is their ability to truly understand their clients' needs. They took the time to thoroughly assess our requirements, offering valuable insights and recommendations that we hadn't even considered. This level of personalized attention made a significant difference in the success of our project.
      Milica Petrovic
      Customer Care Project Associate
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