Chatbot for Financial Services

Chatbot for Finance, Insurance and Banking
Chatbot for Financial Services Lead Generation, Insurance and Banking Customer Services.
Chatbot Free Trial 30 Days. No Coding Required.
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chatbot for financial services
Financial Services Lead Generation

The Chatbot secures a higher number of registrations and helps with recruiting new customers. Engage potential customers online with the chatbot. Simplify the buying process by answering questions 24/7, help with dilemmas, terminology, benefits, policies, personalized suggestions, discounts, promotions and more. Integrate the chatbot with your CRM and send new sales leads directly to your sales representatives with key information about the lead’s requirements.
Insurance Self-Service Chatbot

Connect your customers with your insurance agency 24/7 from their desktop and mobile. Use the Chatbot to support your customers and provide instant answers for new policy suggestions, simplifying terminology, instant claim filing, educate potential buyers, money management and more. The Chatbot A.I. machine learning helps it learn new questions from conversations with real customers.
chatbot for financial services
chatbot for financial services
Banking Support Chatbot

Support chatbot to help customer with personal online assistance. Bots ensuring constant communication addressing a wide variety of customers' needs. Customers get 24/7 automated guidance for money management, financial advice, analytics, apprehending data, new products and services, money transfers and bill payments. Use conversion tracking, reporting and chat intelligence to gain insights and improve the chatbot performance.

Everything you need to build a great online chatbot

An all-in-one platform

Perfect for beginners and experts alike. VirtualSpirits Chatbot platform provides all the features you need in one place. Chatbot and LiveChat features combination.

Adding Answers

You can add hundreds of Questions & Answers easily to cover any questions asked during the chat. No technical setup. No coding required.

Branding and Design

Design your chatbot window to get visitors attention and work beautifully with your brand.

Free Trial and Attractive Pricing

VirtualSpirits Chatbot platform suits all sizes. Try our ChatBot free for 30 days. After your trial ends, choose a plan that best fits your needs.

Chatbot Templates

Our Chatbot platform provides you with ready-to-use chatscripts templates for Finance, Insurance, and Banking.

A.I. machine learning

While talking with visitors and customers, your Chatbot AI scans hundreds of conversations in order to learn new questions and recommended optimizations.

Bot Analytics

Use variety of analytics incl conversion tracking, reporting and chat intelligence to gain insights and perform optimizations

Multiple languages

Chatbots are available in multiple languages. English, French, Spanish, Italian, Dutch, German, Portuguese, Russian, Hebrew, Arabic.

CRM integration

Integrate the chatbot with your CRM and send leads/inquiries directly into your service center.


Create chatbots to fit perfectly to mobile devices

Expert Managed Services

VirtualSpirits chatbot experts team provides optional "managed" services to large companies. Your chatbot is managed by our experts team from creation to ongoing optimization in order to achieve the most optimal results.

Support Team

We're here to help. You can email or call our dedicated support team if you have any issues. Real support from chatbot experts.

Powering Chatbots for Finance all over the world.
+100 Financial Services organizations use our ChatBot

Powerful chatbot features and easy to set up. It just makes our job and our students life so easier. I am impressed.

Emma David – TA College

This Chatbot is perfect for us. Easy to streamline and integrate to our CRM. The best way for us to get new customers.

Arthur Rubinstein – Auto Marketing

We love our chatbot! Chatbot AI self-learning is revolutionary. We see how our visitors get hundreds of answers instantly every day.

Ori Basham – Cinema-City

Got Questions about our Financial Services Chatbots?
Financial services companies have their own unique challenges and opportunities. Connect with a financial services chatbot expert to learn how we created chatbots designed for organizations to take full advantage of our platform. Learn from our experience on using chatbots for recruiting prospective customers, providing online support, and transforming your online experience.

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