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Lead Qualification chatbot template: Finances
If you have a bank or a finance agency, you know that each one of your leads has specific needs and conditions that change the way you offer them a financial product.
This is why you need a strategy to qualify your leads and you can do it with a chatbot:
- Ask your customers what they need and qualify them according to their questions.
- Offer the possibility to book a meeting with a financial advisor, to register for a course about financial health or any other resource that you have.
- Offer the possibility to talk to an agent in the WhatsApp conversation.
In order to install the template, you need a free WOZTELL account. Do you want us to configure this template for you? Create a free account and request an onboarding.
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