1. The chatbot introduces the various financial services and products offered by the company, such as banking, credit cards, loans, mortgage, and others
2. It asks the user if they would like to know more about the company's student loan consolidation and refinancing options.
3. It asks them to enter their specific needs so that the finance expert can help them make a rightful choice.
4. It asks the user if they would like to receive a detailed file of features and benefits of the consolidated loans.
5. It collects the user's name, phone number, and email address.
6. It can increase customer satisfaction by carrying out the financial consolidation process smoothly.
7. It can be configured to collect customer feedback in real-time.
8. It can be configured to provide consolidation quotes instantly.
9. It can enable a financial firm to harbor strong relationships with its entire customer base.