Booking Chatbot for Financial Advisors
Prospects and clients book portfolio reviews, retirement planning sessions, and initial consultations through an AI chatbot that qualifies leads and collects financial goals upfront.
A booking chatbot for financial advisors is an AI-powered chatbot that books appointments through your website 24/7 using natural conversation. It checks real-time availability, collects client details, and confirms the booking — so your team focuses on service, not scheduling.
Scheduling Challenges for Financial Advisors
What the Chatbot Does for Financial Advisors
Prospect Qualification
The chatbot asks about investable assets, financial goals, and timeline before booking — ensuring your calendar is filled with qualified prospects.
Service Type Selection
Initial consultation, portfolio review, retirement planning, tax strategy — the chatbot routes each to the right meeting type and duration.
Annual Review Scheduling
Existing clients receive automated outreach to schedule their annual portfolio review, keeping your book of business engaged and retention high.
Document Preparation Guidance
Before the meeting, the chatbot tells prospects which documents to bring — recent statements, tax returns, estate plans — maximizing session productivity.
How Clients Book With Your Chatbot
This is a real booking scenario for financial advisors. The chatbot guides clients through service selection, availability, and confirmation — in a natural, conversational flow.
Build This ChatbotWelcome to Meridian Financial. I can help you schedule a consultation. Are you looking for investment management, retirement planning, or a portfolio review?
I'm thinking about retirement planning — I'm 52 and want to retire by 60
Retirement planning is one of our core specialties. To match you with the right advisor, could you share your approximate investable assets? Our advisor David Park has openings Thursday at 11:00 AM and next Tuesday at 3:00 PM.
Around $800K in retirement accounts. Thursday at 11 works.
What's Included
Frequently Asked Questions
Can the chatbot qualify financial planning leads?
Yes. It asks about investable assets, financial goals, and timeline — ensuring your consultation slots are reserved for prospects who meet your minimums.
Does it handle compliance-related intake?
The chatbot collects information consistently using your firm's approved intake questions, with all data encrypted and stored securely.
Can it schedule annual reviews for existing clients?
Yes. The chatbot proactively reaches out to your client base to schedule annual portfolio reviews, keeping engagement high without manual outreach.
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