Chatbot for Personal Financial Planning Service

A financial planning firm providing financial advice to its potential clients can take their conversion rates higher by multiple levels with the assistance of chat automation. While before the introduction of chatbots, generating qualified leads was as demanding a task as it could get for an investment advisor, now the scenario has changed. This chatbot can help professional advisors in providing useful financial planning advice, along with other financial planning services, to their entire client base as fast as possible. Moreover, it can boost the marketing strategy of financial advisor firms and automate the entire sales funnel for smoother lead nurturing.

Features and Benefits :

1. The chatbot explains to the customer the starting price of the financial package of the company.

2. It collects their name, phone number, email address, yearly income, and city.

3. It asks them to select a date and time for connecting with an expert.

4. It asks them to choose a package and allows them to skip the question if they're not sure.

5. It asks them how they came to know about the company.

6. It can be used to provide helpful content and professional services to prospective clients.

7. Financial advisors don't have to resort to cold calls to obtain potential prospects.

Similar Templates in finance-banking Industry


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