AI WhatsApp Chatbot for Financial Consultation
A bot that conducts consultations in natural language, qualifies leads, and passes only the relevant ones to the advisor
The Challenge
A financial advisor receives dozens of inquiries per week via WhatsApp. Each inquiry requires an initial 15-20 minute conversation to understand needs and collect basic data. Most inquiries aren't a fit, and the advisor wastes hours on screening instead of advising.
- ✕15-20 minutes per initial screening conversation
- ✕Most inquiries aren't relevant — wasting valuable time
- ✕Leads lost because the advisor isn't available 24/7
- ✕No organized tracking of inquiries and client data
The Solution
We built a smart WhatsApp bot that conducts consultation conversations in natural language. The bot collects all required data, classifies the lead, and passes only hot leads to the advisor with all information ready.
Natural Language Conversation
The bot conducts human-like conversations — asks contextual questions, doesn't repeat itself, and adapts its tone to the client.
Automatic Data Extraction
AI extracts structured data from the conversation — loan type, property details, income, employment status — without forms.
Lead Classification & Routing
The system classifies each lead (hot, call tomorrow, not interested) and alerts the advisor only when needed.
Management Dashboard
Full dashboard with conversation history, lead data, filtering and search — everything in one place.
The Results
Tech Stack
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