Chatbot template LEAD QUALIFICATION Finances

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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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