Popular Chatbot Templates for Finance Industry

Two Wheeler Loan

Two Wheeler Loan

Create bike insurance bot to help customers with bike loan services

Home Loan

Home Loan

Deploy home loan chatbot to help home buyers with selecting the best housing plan

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

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

✔ What is a Startup Funding Chatbot?

Start-up funding Chatbot is created and designed to help people avail of Financial services for their business. It can answer the queries of the users to assist them in understanding the criteria, minimum qualifications, and helping them while applying for Finance.

✔ What are the Benefits of Startup Funding Chatbot?

There are plenty of Benefits of Startup Funding Chatbot, such as:

  • It can automate the repeated queries of the visitors and free up the human agents to answer the complex issues of the visitors.
  • Boost user engagement by being available for 24*7.
  • It can understand prospects intent and carry forward the conversation while following business goals.

✔ How to Build Startup Funding Chatbot?

You can make a Startup Funding Chatbot in just minutes, follow the mentioned steps, and get started with the bot Building.

  • Signup now to create an account and log in to the Dashboard.
  • Open the Dashboard and create a new Instance or copy a template from the templates section.
  • Open the created Instance and go to the Style Builder to design and customize the bot appearance.
  • Visit the Story Builder and Instinct AI to Build the conversational flow and train the Chatbot with the repeated queries of the users.

✔ What are the Features of Startup Funding Chatbot?

It comes loaded with a pack of unique Features, and it includes:

  • Schedule meetings via Google Calendar.
  • Run Goal Tracker card to analyze the effectiveness of the conversational flow.
  • Suggest start-ups with available options via the Autosuggest feature.
  • Collect user info and send it to the concerned teams in real-time.
  • Let users upload relevant documents via the File Upload feature.

✔ What is the Pricing of Startup Funding Chatbot?

Click here to check out the pricing of Startup Funding Chatbot.

✔ How to Install the Startup Funding Chatbot on website?

You can install the Chatbot on your website in just a few minutes without writing a single line of code. Visit the Publish section in the Dashboard and copy the generated code. Then paste it into the HTML section of the website before the closing body tag. Now save changes and publish your website again.

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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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