artificial intelligence powered chatbot

Artificial Intelligence Powered Chatbot

Enable your website with, Automatic Lead Generation, Marketing and Support Management.

AI powered Chatbot for Financial Advisors

Smart Investors need Smart Advisors

Cater to the new generation of investors in an innovative way

  • Lead Management – Get qualified leads & manage them more efficiently

  • Investor Support – Reduce support team overheads. Fintalk manages complete support

  • Risk Profile – Manage compliance easily

  • Investor Awareness – Keep your investors informed. Improve your blog reach.

  • Investor Portfolio – Manage investor portfolio queries effectively.

  • Transactions – Make transactions easy for your customers

artificial intelligence powered chatbot

As Simple As Plug & Play

Integrate with your website easily

Add to my website now!

artificial intelligence powered chatbot

From ‘Conversation’ to ‘Conversion’

From a simple ‘Hello’ to ‘Business’ within no time

  • Generate qualified leads
  • No agent required for answering the chat
  • Help your investors navigate your website effectively
  • Advisor Dashboard and Reports

Upcoming Features

Investor Portfolio and Reports on request (graphs, charts etc.)
Investor Onboarding, KYC, MF forms
Automated transaction requests.
Advisor control panel
Advisor Dashboard
Appointment Management
Investor Video Meeting

Investor Support like never before

Fintalk is available for support 24×7 & 365 days. Unlike humans, it doesn’t get tired and keeps learning with more and more conversations

Millennials are turning to modern investment options. The generation-z believes in having information and service at their finger tips. And one who is available 24 x 7 x 365 can only have the opportunity to bag the business. We believe that Independent Finance Advisors and Wealth Managers need modern solutions to make their business stand out in the competition. Our solutions will help you in grabbing business opportunities like never before.

Benefits

Increased leads through digital channels

Top class customer support

Automated operations

Automated compliance

Minimal Requirement of Support Personnel

Organic business growth

artificial intelligence powered chatbot for customer support

Step Towards Infinite Opportunities

Try Our Artificial Intelligence Powered Chatbot Today. Get onboard Fintalk bandwagon and get infinite opportunities to grow your business.
Add to my Website