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Template · Wealth and investments

Investment products lead generation chatbot template

Start better conversations with potential investors. This template captures leads from your ads and website, asks about goals, investment horizon and risk appetite, and books a consultation with an adviser.

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Curio, the BotSpice AI agent, working on a laptop in an armchair
Curio · Northstar Wealth
WhatsApp · example conversation

Hi, I'm Curio from Northstar Wealth. What would you like your investments to help with?

Saving for my daughter's education in 10 years.

Thanks. How would you describe your comfort with risk: low, medium or high?

Consultation booked
Fri 18:00 · goals recorded

About this template

Understand every investor before the first meeting

Investment enquiries need context before an adviser can help. The investment products lead generation chatbot template gathers it in a short, friendly conversation: goals, time horizon, investment amount and risk appetite.

It explains the products you offer in general terms and books a consultation, so your advisers start each meeting already knowing what the investor wants.

What it does

Use this template to

  • Capture investor leads from ads and your website
  • Ask about goals, horizon, amount and risk appetite
  • Explain your product range in general terms
  • Book consultations with advisers
  • Share brochures and factsheets
  • Send leads and their answers to your CRM

How it works

How the flow works

  1. Engage

    A prospect clicks your ad or website and the chat begins.

  2. Profile

    The bot asks about goals, horizon, amount and risk appetite.

  3. Inform

    It shares general information on your products.

  4. Book

    It books a consultation and sends the profile to your CRM.

Keep exploring

All templates
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Frequently asked questions

Does the chatbot give investment advice?

No. It collects information and shares general product details. Your registered advisers give the advice.

Can it share product factsheets?

Yes. It can send brochures and factsheets you provide as links or PDFs.

Can I change the questions and replies?

Yes. Every template is a starting point. The BotSpice team adapts the questions, replies and hand-off rules to your business before it goes live.

Which channels can a template run on?

BotSpice agents work on WhatsApp, voice, web chat, SMS and email. Each template lists the channels it suits best.

I can't find a template for my use case. Can you build one?

Yes. Tell us what you need, and our team will build a workflow for your business.

Put this template to work

See how the investment products lead generation chatbot template would run for your business, on your channels and with your CRM.

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