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.

AI Enabled Enterprise Chatbot Platform

Deliver the perfect message everytime

82%

Better conversion rate when visitor chat on website

Accelerate revenue with chatbots

23%

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

Fast track your sales with inbuilt business intelligence

55%

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

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

100%

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

Style

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 users and promotes the best investment opportunities for varied user base, personalized as per their preferences.

How can investment advisor 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 available for 24*7 to answer the day to day queries of website visitors. With the all-time active chat support, it gets effortless for your prospects to take assistance regarding a product or service. A bot can also personalize the conversation with the website visitors to shift their interest towards a product or service. The 1:1 conversation with the users promotes them to submit their user details one by one. This humanized behavior of the chatbot motivates the prospects to carry forward the conversation while submitting their user details.

Why investment advisory services provider needs Chatbot?

Chatbots are the new frontier of next-gen customer engagement with businesses. A single investment advisor bot can assist thousands of users 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. See the bot in action, book a demo now and get better understanding of the use cases for your investment advisory business.

How investment advisor chatbot works?

It can answer the investment-related queries of the users, and in reply can also ask questions to evaluate their requirements. By analyzing the user input, a chatbot can understand the user requirements, and can recommend the best insurance plans tailored to match with their requirements.

What are the features of investment consulting chatbot?

Investment consulting chatbot is packed with top-notch features; it includes: (1) Build conversational PPC landing pages. (2) Embed chatbot at a specific position on a webpage, (3) Customize the home screen with Persistent Menu. (4) Run targeted marketing campaigns. (5) Employ user data in real-time and personalize the 1:1 conversation.

How to build 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 bot builder. Then go to: Style Builder: To design and customize the appearance of the chatbot. Story Builder: To build the conversational flow. Instinct AI: To train the bot with the repeated queries of the users.

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!

Reinventing Customer Engagement Experience

Fully-engaged customer represents 23% more revenue than average. If you don’t have a conversational engagement strategy, you could be missing opportunities to interact with customers and building long-lasting relationship with them.

Makerobos Innovation Labs is the leading technology company in India focusing on engagement centric products enabling marketers, product owners & customer success managers to create a conversational engagement strategy that outshines any conventional method so that businesses can reap the benefits of fully engaged, loyal customers.

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Reason to cherish when a web visitor goes from bot to demo in less than 2 minutes thanks to Frontman AI by Makerobos.

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Marketing Automation & personalization have revolutionized marketing. But sometimes that's still not enough to build an experience that people associate with your brand. That's why it's awesome to see how Makerobos has helped us doing exactly what we need.

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Have not fully implemented it yet, but playing with Makerobos is the first time I've ever been so impressed with a product that I felt a desire to give up entrepreneurship to join someone else's team. Sexy doesn't even begin to describe it.

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Looking at how marketing spent its money so far, I can see that Frontman AI outperformed some of our more traditional efforts in terms of the opportunities it influenced. For one product line, Makerobos delivered 4x the opportunities of a huge industry event we attended and for another product line, it delivered 10x the opportunities of our PPC spend.

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Less than 30 days in, Frontman AI has captured 10x more leads than forms and helped Chirag labs team rapidly convert what could turn into well over 100x the $$ value of one months service

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Thanks to Makerobos Team, I just closed a large deal with Frontman as a highly qualified lead was browsing through some of our service pages and chatted with the bot.

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We’re able to build better customer relationship and brand loyalty with Makerobos. We’ve seamlessly scaled customer service worldwide.

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Yula Fitness shapes and powers its B2B customer experience with Frontman AI

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We reduced global ticket volume by 40% with Frontman AI

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NPS is on the rise! Filters + Zapier + Exports 💪

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NPS is on the rise! Filters + Zapier + Exports 💪

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NPS is on the rise! Filters + Zapier + Exports 💪

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