Chatbot for Trading Broker

A chatbot offers an interactive interface to a new investor for opening a DEMAT account and for accessing information such as company services, appointment booking, commonly asked questions, and a lot more. You can add this bot as a marketing automation software to improve the customer experience by streamlining the entire registration process, making it more engaging and increasing trust among them

Features and Benefits :

  • The conversation starts with the chatbot with a small introduction of the company, and then it prompts users to get started trading.
  • Users can select the option to view the investment options they can invest in, provided by the broker, such as equities, derivatives, commodities, currencies, mutual funds, portfolios, IPOs, insurance, and fixed income.
  • They can create a DEMAT account to get started with their investment journey.
  • It asks for basic details such as name, email, and phone number to get started and transfers the request to the human agent.
  • It replaces human agents by answering FAQs and capturing the contact details of prospective customers.
  • Furthermore, it automates conversations and engages the customers.
  • Similar Templates in finance-banking Industry


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