Popular Chatbot Templates for Finance Industry

Two Wheeler Loan

Two Wheeler Loan

Create bike insurance bot to help customers with bike loan services

Car Loan

Car Loan

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

Personal Loan

Personal Loan

Create personal loan chatbot to help customers with personal loan services

Startup Funding

Startup Funding

Build startup funding chatbot to help founders with available funding opportunities in the form of chatter

Crowd Funding

Crowd Funding

Make crowd funding bot to assist entrepreneurs with promotion and funding opportunities

Student Loan

Student Loan

Create student chatbot to help students apply for financial aid for the higher education

Instant Finance

Instant Finance

Implement instant financing chatbot to assist customers with instant loan through conversational chat, Let customers ask FAQs and help them calculate premium on their loan amount

Stock Brokers

Stock Brokers

Deploy stock broker chatbot to recommend customers to invest in the best performing stocks. Share real update on stock market

Mortgage Lenders

Mortgage Lenders

Deploy mortgage lenders chatbot to converse with borrowers with on their specific requirements 24x7

Financial Planning

Financial Planning

Deploy finance advisory chatbot to assist customers on long term and short term financial planning. Let customers ask FAQs related to wealth management



Deploy microfinance chatbot on personal loan website to help customers applying for funds, checking theor CIBIL Score and asking relevant questions

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

✔ Define House Finance Chatbot?

A conversational Finance Chatbot is an advanced virtual assistant that can converse with the buyers via a text-based messaging interface. It can understand the requirements of the users and can accordingly promote relevant Home Finance services.

✔ What are the Benefits of Finance Chatbot over Human representatives?

A chatbot can be your gateway into the world of customer-first businesses. Here are the indispensable benefits of conversational Home Finance Chatbot.

  • A single chatbot can answer the queries of the buyers without letting them wait in a queue.
  • It can help eliminate the rote tasks of the human agents.
  • Reduce the cost of running customer support operations.
  • Educate buyers at any hour of the day while personalizing the conversation.
  • Collect relevant user documents via the chat window and process the applications of the buyers.

✔ How can House Finance Chatbot assist buyers?

A chatbot can help house finance buyers to find the best available services at any hour of the day. It can ask them a few questions and parse their response to recommend the relevant services. This way, buyers feel connected with the business and get more inclined towards making a final purchase.

✔ What are the Features of Home Finance Chatbot?

Here are the top five features of the Home Finance Chatbot:

  • CRM and third-party integration.
  • Run A/B split test to analyze the output of the two different conversational flow.
  • Create Persistent Menu and list important offerings.
  • Save user input into attributes.
  • Get Geolocation of the bueyrs and personalize the services.

✔ How to Design and Build a Housing Finance Chatbot?

You can build a chatbot for your Finance business in just three simple steps:

  • Signup now and create an account.
  • Log in to the Dashboard and create a new Instance or clone a predefined template from the Template section.
  • Visit the Style Builder section to design the chatbot and Story Builder section to create the conversational flow.

✔ What are the Features of Finance Chatbot?

Finance chatbot is loaded with industry-specific features; it includes:

  • Build conversational landing pages for PPC campaigns.
  • Verify user info via OTP verification.
  • Personalize the conversation for individual users.
  • Send user data to the sales department in real-time.
  • Collect relevant user documents via the File Upload feature.

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Charu Kishnani - Vice president, Marketing | Cardekho.comVivek Singh - Director, Consumer Designs | oto.comKhalid R. Memon - Manager, Digital Marketing | Shaman Group
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