Investment Advisor Chatbot

Deploy Investment Banking Advisor Bot on banking website to assist Investors in handling financial assets like stocks, bonds and mutual funds. Chatbot will help Investors monitor assets as well as advise them to take necessary steps by keeping their investment goals in mind.

Popular Chatbot Templates for Insurance Industry

Term Insurance

Term Insurance

Build term insurance chatbot to help customers with selecting the best term insurance policy without human intervention

Retirement Plan

Retirement Plan

Create retirement plan bot to assist senior citizens with browsing and choosing the right retirement plan

Health Plan Advisor

Health Plan Advisor

Make health advisor chatbot to assist individuals with comparing different health plans from top vendors

Car Insurance

Car Insurance

Build car finance chatbot to assist car buyers with finding the best car insurance policy in the marketplace

Two Wheeler Insurance

Two Wheeler Insurance

Create bike insurance bot to help customers with bike insurance services

Home Insurance

Home Insurance

Make home insurance chatbot to assist home owners finding the best home insurance policy

Health Insurance

Health Insurance

Create health insurance chatbot to suggest and educate customers on different health insurance plans

Travel Insurance

Travel Insurance

Deploy travel chatbot to protect travelers round the clock

General Insurance

General Insurance

Implement general insurance chatbot to assist customers on policy specifics, premium calculation, and extend personalized offers 24x7

Insurance Claim Filing

Insurance Claim Filing

Deploy insurance claims chatbot on the general insurance website to automate claim filing processes by asking relevant questions and update users on disbursement process

Covid-19 Insurance

Covid-19 Insurance

Deploy Covid-19 insurance chatbot to buy or renew an insurance policy covering medical expenses, including hospitalization and treatment cost for coronavirus infection

AI Enabled Enterprise Chatbot Platform

Deliver the perfect message everytime


Better conversion rate when visitor chat on website

Accelerate revenue with chatbots


Gain 23% more qualified leads with email & sms OTP verification

Fast track your sales with inbuilt business intelligence


Achieve 55% - 200% more customer interaction on your website

Know when qualified leads are browsing your site—even if they're anonymous


Automate upto 100% recurrent task like order processing, receiving feedback & answering FAQs

Build contextual & personalized experience that stands out

Why Frontman AI?

Third Party Integrations

Securely integrate work apps with Frontman and enable seamless services to the end-users.

User Verification via OTP

Get real-time genuine leads, validate user credentials via OTP sent to Email/number.

Targeted Teaser Messaging

Grab the visitors' attention with pre-welcome messages as they land on your website.

Book Meeting on Google Cal

Schedule a meeting and share the joining details on users' Google Calendar as a souvenir.

Fetch Geolocation in One Click

Ask users' geolocation in just one click, and enable hassle-free delivery of services.

Conversational Landing Page

Spin conversational landing pages, get out of box higher conversion rate and boost the yield of PPC campaigns.

Behavioural Targeting

Start a specific conversation with the users based on their choices and interaction pattern.

Conversion Optimization

A/B test the conversation on the varied group of visitors and optimize the flow based on user input.

Audience Manager (Mini CRM)

Get hands-on real-time user information and decode the visitors' interaction pattern.

Advance Reporting & User Tracking

Get the insights of users preferences and understand the trends of the market.

Context Aware Conversations

Make sense with Instinct AI, interpret the user input, save context and reply accordingly.

Click To Conversation

Transform story block into a CTA. Start a specific conversation as a visitor clicks on them.

Plug & Play Dialogue Engine

Easy-to-deploy and Easy-to-use. Install Frontman and get started with conversational LEGO-styled cards.

Inpage Conversations

Embed Frontman anywhere on a webpage and start instant conversation with visitors.

Plug-Play-Park Chatbot Anywhere

Customize the Frontman's look & feel Story builder is your creative hub for building interestingThe analytics dashboard in the Frontman gives the power to get valuable insightsAudience manager is the information collection centre holding vital informationThe publish section let you install the Frontman
AI Enabled Chatbot Platform
  • Style
  • Story Builder
  • Instinct AI
  • Analytics
  • Audience manager
  • Publish


Customize the Frontman's look & feel to enable your customers to get things done fast, with intuitive applications and brand personification

Frequently Asked Questions

✔ What is Investment Advisor Chatbot?

Investment Consultant Chatbot is a conversational virtual agent. It interprets the input of the buyers and promotes the best investment opportunities personalized as per their preferences.

✔ How can Investment Counsellor Chatbot boost Lead Generation?

Forms as a tool for lead generation lacks 1:1 engagement with the prospects. On the other hand, a chatbot can stay accessible for 24*7 to answer the day to day queries of website visitors and buyers. With all-time active chat support, it gets effortless for your prospects to take assistance and ask their specific questions regarding a product or service. While answering them, an Investment Advisor Chatbot can also personalize the conversation with buyers and shift their interest in a product or service, tailored as per their preferences. This humanized behaviour of the conversational chatbot promotes the 1:1 conversation with the prospects and make it effortless for them to submit the required user details.

✔ Why Investment Advisory Services provider needs a Chatbot?

Chatbots are the new frontier of next-gen customer engagement. A single Investment Advisor chatbot can assist hundreds of prospects at the same time, collect their user details and send it to the sales team in real-time. With these abilities, a chatbot can enable seamless communication with your prospects and promote them to buy products at any hour of the day. Watch Investment Advisor Chatbot in action, book a demo now and get a better understanding of the use cases for your business.

✔ How do Investment Advisor Chatbot works?

It can answer the investment-related queries of the buyers, and in reply can also ask questions to evaluate their requirements. By analyzing their input, a chatbot can understand the specific needs of the buyers and can advise them best insurance plans tailored to match their needs.

✔ What are the Features of Investment ConsultationChatbot?

Investment consulting chatbot is packed with top-notch features; it includes:

  • Build Conversational Landing Pages for PPC campaigns.
  • Embed Chatbot at a specific position on a webpage.
  • Customize the chatbot's home screen with Persistent Menu.
  • Run targeted marketing campaigns.
  • Employ user data in real-time and personalize the 1:1 conversation.

✔ How to Create Investment Advisor Chatbot?

Signup now and create an account with us. Then open the Dashboard and create an Instance. Click on the Instance, and you'll be redirected into the Story Builder section. Here, you can build the desired conversational flow by dragging and dropping the cards from the deck. Furthermore, to change the appearance of the Investment Advisor chatbot, visit the Style Builder section. And, to train the chatbot with repeated queries of the buyers, go to the Instinct AI section and enter the FAQs and their answers in the respective fields.

Switch to Makerobos

Have you already created chatbot with other platforms?

Our team of specialist can help you migrate your chatbot to Makerobos.
Create your free account today and contact us immediately!

FREE FOREVER - Serving organizations globally

Marketers Love Us!

Get real-word advised from market leaders & product owners who've been using our conversational platform

Charu Kishnani - Vice president, Marketing | Cardekho.comVivek Singh - Director, Consumer Designs | oto.comKhalid R. Memon - Manager, Digital Marketing | Shaman Group
Marketers Love Us!
Book a Demo