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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https://hellotars.com/chatbot-templates/finance-banking/SkBrNR/financial-advisor-quiz-chatbot

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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.
  • Frequently Asked Questions

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