What is a marketing automation brokerage chatbot?

A chatbot is a software program that allows brokers to market their services, provide customer support round the clock, answer customer queries, capture leads, and book appointments.

How does the marketing automation brokerage chatbot work?

A marketing automation chatbot automates the customer journey from being a prospect to becoming a lead by capturing the essential details of the user. It walks users through the services offered by the broker to start with and transfers the user request to the respective representative.

Why does your business need a marketing automation brokerage chatbot?

These bots are designed to help companies automate their marketing and customer support during the registration process. When asked about the products or services offered by the companies, they can reply to the conversation with the best option.

What are the benefits of a marketing automation brokerage chatbot?

The main benefits of the chatbot are the cost savings of marketing campaigns; cutting off manual tasks of registering each account; providing customer engagement; and improving your digital marketing efforts.

Can I edit this marketing automation chatbot for brokers?

Yes, you can customize the content of this chatbot to suit your needs. You can change the text, images, colors, fonts, layout, etc.

What other software (e.g. CRMs, ESPs) can a marketing automation chatbot integrate with?

To provide better customer service, you can integrate this bot with third-party systems such as Customer Relationship Management (CRM) or Enterprise Service Platform (ESP), HubSpot, etc.

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

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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.

Preview On :

Text/SMS

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Manager of IT Services

Real Estate

Real Estate

IT Services

50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Government

Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

Marketing Operations Manager

Healthcare and Biotech

Marketing

30B + USD

The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Education

Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.