Currency Trading Application Chatbot

Opening a currency trading account can be a laborious task for both forex traders and a financial institute. Not anymore! With the help of conversational AI, the application process can be transformed into less than an engaging experience. This powerful tool helps financial institutions in providing real time customer service to prospective clients and can even be configured to aid them in knowing foreign exchange trading which includes learning more about the stock market, major currencies, trading strategies, current exchange rate, etc This landing page template for forex marketing can generate qualified leads for financial centers and increase conversion rates by two times.

Features and Benefits :

1. The chatbot asks the customer if they would like to know about the features of the trading account offered by the company.

2. It collects their PAN and GST registration number.

3. It asks them to enter the state they are living in.

4. It asks them to choose someone as a nominee and collects their name, their relationship with the account holder, PAN number, date of birth, phone number, and address.

5. It collects the guardian's name and phone number.

6. It collects the customer's name, phone number, and email address.

7. It can help the sales team of a firm in changing the potential clients to permanent customers.

8. It can save the time spent on cold calling the leads.

Similar Templates in finance-banking Industry


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