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Blog Details

Chatbot for Financial Advisors & Wealth Managers

Case Study : Artificial Intelligence Powered Chatbot for Financial Advisors & Wealth Managers

Customer Profile : Our customer is a Wealth Management firm catering to more than 25000 investors. The firm has multiple branches across Maharashtra, India. The firm employs a staff of over 200 personnel.

Business Challenges :

  • Prompt customer support
  • Missed business leads
  • Investor Compliance
  • Investor Onboarding & KYC
  • Low digital presence
  • Insufficient support staff
  • Multiple branch management
  • Managing client information
  • Sales & support overheads

Our Solution:

Fintalk Chat is a chat tool developed for financial advisors, wealth managers and investment advisory firms. The chat tool is a plugin which can be easily installed on the website of the advisor. The chatbot is an automatic tool and does not require an agent to answer queries of investors. It is developed using Artificial Intelligence. However, the investor may never feel like he is talking to a bot. With use of Natural Language Processing, the conversation always seems humane. Following tasks can be easily carried out by the chatbot without human intervention :

  • Capturing Lead through website
  • Capturing lead through Telegram app
  • Prepare Risk Profile of the investor (auto send pdf to advisor)
  • Investor can upload documents – PAN / ADHAAR etc.
  • SIP calculators (Retirement, Marriage, Child Education etc.)
  • Investor Awareness Program (IAP – articles/ news etc)
  • Investment Tips for investors

Additionally, the chatbot is capable of the following :

  • 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
Our customer has benefitted through our product in following ways :
  1. 30% Increased leads
  2. 70% Automated compliance
  3. Automated operations
  4. Customer satisfaction
  5. Minimal Requirement of Support Personnel
  6. Organic business growth

Product: Artificial Intelligence Powered Chatbot for Financial Advisors & Wealth Managers


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