Your website works 24 hours a day. Does it actually convert visitors into prospects? A well-designed AI chatbot can turn casual visitors into booked consultations while you sleep.
What your financial services chatbot should do:
Qualify visitors: Ask 3-4 key questions (investable assets, primary concern, timeline) to determine if they are your ideal client.
Answer FAQs: Your minimum investment, services offered, fee structure, and what to expect in a first meeting.
Book appointments: Connect to Calendly or Acuity so qualified prospects can schedule immediately while their interest is high.
Collect information: Gather preliminary data so you walk into the first meeting prepared.
Compliance note: Ensure the chatbot does not provide specific investment advice. Stick to educational content and appointment scheduling.
Setup options:
- Drift — Professional, good for financial services
- Intercom — Robust with good AI features
- Tidio — More affordable, easier to set up
- Custom GPT — Powerful but requires more technical setup
Expected result: Firms that add chatbots typically see a 25–40% increase in qualified consultation requests.
Does your website currently have a chatbot? What has your experience been?