A real-life example to check out:
This real-world example introduces you to an AI-powered chatbot. The goal: to provide investors making their first contact with a financial services provider with neutral and intelligent answers to the typical questions asked by new ETF investors, while effectively showcasing the provider’s own offerings. Available around the clock and freely accessible to anyone interested.
The Challenge
A financial services provider needed a smart chatbot for entry-level investment products. The solution had to be available 24/7 and explain complex financial topics in an understandable way—without straying into investment advice that could raise regulatory concerns.
Our solution:
Needs Assessment
Definition of the Customer Journey and Frequently Asked Questions About ETFs and Savings Plans
AI-Training
Specialization in topics relevant to beginners with clear regulatory boundaries
Integration
Seamless integration with smart redirection to the website
Optimization
Continuous improvement based on user interactions
Give it a try...
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The benefit: Expert, friendly, and patient advice around the clock
The chatbot answers common questions about investing in ETFs and savings plans—always with short, easy-to-understand answers that won't overwhelm even those with no prior knowledge.
Regulatory compliance
No investment advice or product recommendations. For sensitive topics, users are automatically redirected to the official website via a direct link.
Focused & Competent
Focus on specific communication goals. Decline requests unrelated to the topic—always in a friendly and patient manner.