Financial Advising Chatbot

Lead Generation
Customer Support
User Engagement
Feedback & Survey
Schedule Meeting
Event Management

Banking & Finance
Education
Insurance
Media & Publishing
Real Estate
Travel
Hospitality
Others
Healthcare
Legal Services

Financial Advising Chatbot

It’s always difficult to make financial decisions, particularly if your customer is unaware of financial jargons. Experts have a huge part to play in this scenario. Financial advisors like you need to deal with various customer-potential questions. Imagine a chatbot handling all of this?

Loan Application Chatbot

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.

Automotive Loans Chatbot

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?

Bank Application Chatbot

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.

Financial IT Services Chatbot

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.

Financial Management Service Chatbot

It is often difficult and complicated to take investment decisions particularly if you are unaware of investment choices and financial jargons. Being in this company you still want your customers to be trained to help make wise investment decisions. You can solve all these worries with this banking chatbot prototype, and you can also capture lead data without any hassle.