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Financial advisors
chatbot templates

Ready-to-go chatbot templates that you can customize for your business

Qualified live chat

Qualify website visitors before inviting them to a live chat conversation with you or your team.


Qualified scheduled meeting

Qualify website visitors before inviting them to schedule a meeting with you or your team.


Qualified lead engagement

Qualify website visitors before inviting them to choose how they connect with you or your team: live chat or a scheduled meeting.


Instant lead engagement

Invite all website visitors to immediately connect with you or your team. Ideal for paid campaigns or landing pages where you don’t need to qualify leads.


All our chatbot templates can be used with all our publishing and lead engagement options

Standalone chatbots

Publish chatbots on standalone pages and share them with a link. No website required.

Pop-up chatbots

Add chatbots to your website that pop up when a visitor clicks on a button or a link.

Embedded chatbots

Add chatbots to your website that can be embedded anywhere on a page.

Available early 2022

Targeted chatbots

Add chatbots to your website with targeting rules for audiences.

Live Chat

Connect leads to your team with live chat conversations.

Instant meetings

Connect leads to your team with instant video or phone calls.

Available early 2022

Scheduled meetings

Connect leads to your team with a scheduled meeting.

Financial advisor chatbot templates


Financial advisors provide support to customers for personal wealth management, insurance, and more.

They can include:

  • Private financial investors
  • Financial brokerages
  • Investment firms
  • Asset management companies
  • Accounting institutions
  • Credit merchants
  • Savings and loan advisors
  • Insurance companies
  • And more...

Financial advisors tend to spend a lot of time answering calls or emails to answer simple questions. A financial services chatbot can be used to automate these responses, and save ample time. For small financial advisory firms, good customer service can be difficult to maintain. Unfortunately, because of high competition in the industry, customers are likely to go elsewhere if they don’t feel their needs are being met. Financial chatbots can be a great solution to keep customers feeling happy and prioritized.

You can use our financial services chatbot templates to personally engage your customers in an interactive way.

Financial chatbots can be a perfect addition to your website experience for customers. All it takes is a bit of planning, fine-tuning, and the right chatbot template to start with.

Which financial services chatbot template should I use?


You can use different financial chatbots for:

  • Capturing leads
  • Providing answers to FAQs
  • Qualifying prospects
  • Customer onboarding
  • Scheduling meetings
  • Customer feedback
  • And more…

Informational chatbots for financial services

Informational chatbots are a great way to provide guidance to website visitors. You can use them to quickly send customers to relevant pages on your website. You can use them to answer FAQs and reduce the volume of emails your team receives.

Lead capture chatbots for financial services

Use lead capture templates to gather customer details. These are ideal for sourcing new customers.

Lead qualification chatbots for financial services

Lead qualification chatbots qualify website visitors with a few key questions before inviting them to join a live chat or schedule a meeting with your team. These are ideal for website pages where you need to qualify leads before inviting them to engage with your team.

Lead engagement chatbots for financial services

Lead engagement chatbots invite leads to choose how they engage with your team, through live chat, instant call, or a scheduled meeting. These chatbots are ideal for when you need to qualify leads before engaging with them.

How do I get started with my financial services chatbot?


First, have a little look around at what other people are doing. Your financial chatbot strategy should be as unique as your business, so it’s best not to copy. Rather, see what works well, and what doesn’t, and carve your own path from there.

Next, it’s important to define your chatbot goals. Is the purpose of the chatbot on the page to capture leads, answer FAQs, or to schedule product demos? Do you need different chatbots for different pages to achieve your goals? Think about how you can improve the pages on your website with a financial chatbot.

Now, go on and make your first chatbot. Start with something simple. Once it’s working, you can try more complicated chatbots with advanced audiences and targeting. You can use one, or many, of our predefined financial services chatbot templates to help you get started. Customize them to suit your website, brand, and tone of voice.


Finally, it’s important you continue to monitor and optimize your financial chatbots. Keep an eye on how your chatbots are performing against your goals. Take the time to optimize and improve the website experience for your customers.

Why should I use a financial services chatbot?


Financial chatbots will help to supercharge your business, delight your customers, and save your team time.

  • A chatbot can speed up your processes, allowing you to focus on more important things like product optimization and growth. Chatbots can handle multiple conversations at once, unlike humans. With a chatbot you can capture leads, engage, and schedule key meetings with more customers.
  • Customers want and expect instant replies. They want questions answered now, so they can carry on with their days. A well-designed financial chatbot is a great way to delight customers. It should be easy to use, saving them time, while also providing all the information they need.
  • You and your team only have so many hours in the day, and you don't want to waste them on repetitive tasks. Adding financial chatbots to your website is like adding a person, or even people, to your team. They'll work 24/7, engaging with website visitors, answering customers, and scheduling meetings.

Your customers want to use chatbots

Messaging apps have become second-nature. Your customers use them to connect with friends, and engage with brands. Chatbots are like a messaging app for your website. They’re an easy and engaging way for your customers to connect with you.

Your customers have their own businesses to worry about. The last thing they want is a long wait for important feedback. Financial services chatbots offer instant, customized responses.

Your competitors are using chatbots

It's never been easier to add chatbots to your website. The latest tools don't require coding skills or technical know-how. In fact, it takes a few minutes to build, customize, and publish a chatbot.

It’s just as quick and easy for your competitors to add chatbots to their websites. If they haven’t already, it's only a matter of time before they do.

Your team will love it when chatbots do their work

Decrease the time your team spends answering customers’ questions.

Chatbots are ideal for repetitive tasks. For example, they can capture leads, qualify customers, and schedule demos. They can do this 24/7 and will never complain or ask for a pay raise.

Meanwhile, you and your team have more important things to focus on. Chatbots can't replace humans (at least, not yet) but they can lighten the load for your team.

It’s as simple as that. Get your chatbots to work. Save precious time, and money, with a financial services chatbot. Scroll back up to preview, and then select your chatbot template to get started today.

It’s as simple as that. Get your chatbots to work.

Save precious time, and money, with a financial chatbot.

Try the templates now


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