Retirement Wealth Management Chatbot

The chatbot for retirement services leads is an integrated and automated tool that can be used by financial institutes to provide economic security to highly specific target audiences easily. The chatbot has been developed in a manner that it can use a conversational flow of communication to keep potential customers engaged. This, in turn, helps the financial planners to gain an upper hand to reduce their efforts in finding out the right clients to deploy the services. The chatbot can be customized to directly display retirement plans for the customers to book. Here, the retirement plan sponsors can get all the details of the customers to cater to them for a long duration with their available services.