In the financial room, are you developing custom solutions for your clients? Was lead generation a challenge for you? This chatbot template, while collecting lead data, highlights every aspect of the company. When you’re trying to take your marketing activities to the next level, this is the best resource you’ll find in lead generation.

Banks offer excellent services. They store your money, pay interest on you, and even lend you loans. The only thing is that between you and those services there is a stack of forms. Wouldn’t it be awesome if there were someone who could complete all the boring parts? Well that’s the purpose of this bot.

This Finance chatbot prototype is designed to reduce loan officers’ follow-ups. The process of authorizing a loan more often than not requires officers to obtain relevant documentation to verify borrower eligibility. Wouldn’t life be much simpler if you could have a chatbot which collects initial user details and checks their eligibility before passing the lead on?

By gathering all the necessary and relevant details from your prospects, this chatbot template will help simplify your loan application process. It will help you prequalify applicants based on house status, monthly salary, etc.