Chatbot for Online Broker

Our chatbots are efficient and powerful tools that make use of Artificial Intelligence to provide a wide range of automation services. These automation will not only help you save a lot of time but also reduce your business costs and help you attain your financial goals faster. Online brokerage websites can be optimized to make the relevant content more visible to customers and that is exactly where this AI-based chatbot comes in. You can use it to streamline important content on your website so customers can find it very easily. It can also be used to automate the process of answering basic queries and helping them book consultations for investment advice or similar issues. The chatbot provides an interactive online chat option that stays live 24x7 which will significantly help boost engagement and ultimately help you gain more active investors or customers. It also captures the lead of people interacting with it which includes personal information such as their name, phone number, and online mailing address.

Explore Finance & Banking solutions

Features and Benefits :

  • Can be used to streamline content on your website and display all the primary brokerage services and benefits provided by your brokerage firm via a single online platform.
  • Helps to automate the process of resolving initial customer queries regarding your firm, based on the information provided by you.
  • Can automate the process of helping customers book any consultations or advisory services provided by you.
  • Helps you improve overall customer service by helping you optimize your website to make its contents more accessible to your customers.
  • Smart conversational flow that captures leads such as names, phone numbers, and online mailing address.
  • Our AI-based chatbots have no fixed time period for their services and will be live on your site 24x7 to help boost bookings.
  • Apart from the broad range of automation it provides, its smart, interactive interface incentivizes engagement.
  • Similar Templates in finance-banking Industry

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    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.

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    Lindsey Roark Mayes

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    Levi Eastwood

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    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.

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    My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

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