AI chatbot for financial services. Product questions answered, enquiries passed to your advisors.

An AI chatbot for financial services answers the everyday questions about your loans, mortgages, insurance or accounting services, collects the enquirer's details and passes serious enquiries to an advisor. SimplyBoost answers only from your own product pages, rate sheets and FAQs, so it does not improvise terms, and it hands billing, legal, data and security questions, complaints and any request for a person to your team. It suits brokers, insurers, lenders and accounting firms of every size, is hosted in Europe with a data processing agreement, and costs a flat €39, €89 or €169 a month, with custom plans and a dedicated account manager for larger firms.

Try it free for 7 daysSee the plans
  • 100 AI replies in the trial
  • Hosted in Europe
Website chatWhatsAppInstagramOne agent, every plan

Last updated:

Kroon Financieel Advies
Website chat
Example
What do I need to apply for a business loan?
You'll need your last two annual reports, a recent bank statement, your Chamber of Commerce extract and a short plan for what the loan is for.
Source: Business loan checklist
Can someone look at my situation? I need about €80,000.
Of course. An advisor can go through it with you. What's your name, email and phone number?
Lead saved as Hot · Handed to an advisor
Example: a document question answered from the firm's own checklist, then an advisor call requested.

How does a finance chatbot handle an enquiry?

  1. 1

    Answers the product question

    Products, conditions, documents and fees, from your own pages, rate sheets and FAQs.

  2. 2

    Collects the details

    Name, email, phone or company, once it has helped. The lead gets a Hot, Warm or Cold rating.

  3. 3

    Books an intake

    In website chat, a free slot from your Google Calendar for a first call with an advisor.

  4. 4

    Hands over the sensitive ones

    Billing, legal and data requests, security issues, complaints and personal situations go to a person.

What do your advisors get?

A rated lead with what the person asked, and a handover when it needs an expert.

  • The lead on the Leads page, with a score from 0 to 100 and the full conversation.
  • Handovers by email, in Slack or as a Zendesk or Freshdesk ticket.
  • Each lead sent to Salesforce or HubSpot with an action template, if that is where your advisors work.
  • Billing and legal handovers have a 15 minute response target.
New lead
Example · from website chat
Hot
NameRuben Smit
Emailruben@smit-bouw.nl
Phone06 45678901
CompanySmit Bouw
IntentBusiness loan, about €80,000
Lead score88 / 100
Email alert sent CSV export

What happens with a billing or data request?

It goes to your team straight away. These are built-in triggers, so you do not have to set them up.

  • Legal or data requests, such as a request to delete personal data, are handed over automatically.
  • So are security issues, complaints and an upset customer.
Kroon Financieel Advies
WhatsApp
Example
I'd like you to delete all the personal data you have on me.
I understand. A request like this is handled by our team, so I'm passing it to them now. They'll confirm by email.
Handed to your team · Data request
Example: a data request handed to the team by a built-in trigger.

Which plan does a financial firm need?

Starter

Covers this

€39a month

€31 a month billed yearly

500 AI replies a month

Website chat, WhatsApp and Instagram, lead capture, bookings, handover, actions and webhooks

Growth

Also covers this

€89a month

€71 a month billed yearly

2,000 AI replies a month

Everything in Starter, plus the Shopify store assistant and advanced analytics

Pro

Also covers this

€169a month

€135 a month billed yearly

6,000 AI replies a month

Everything in Growth, plus analytics export and dedicated support

Lead capture, booking, all built-in handover triggers, the action templates for Salesforce and HubSpot and the data processing agreement are on every plan. Larger firms above 6,000 AI replies a month get a custom plan with a dedicated account manager, and white-label is available by agreement.

Start the 7-day trialCompare the plans

How do you set it up for a financial firm?

  1. 1Setup

    Add your product information

    Product pages, conditions, rate sheets, document checklists and FAQs, as pages, PDFs, Word files or CSVs.

  2. 2Setup

    Turn on lead capture

    Pick the details advisors need, for example name, email and phone.

  3. 3Setup

    Add custom triggers

    Personal advice, specific rates or applications, so an advisor always takes them.

  4. 4Setup

    Send leads to your CRM

    Use the Salesforce or HubSpot action template, or export CSV.

What should a financial firm measure?

What to measure in your first month
  • Enquiries that become advisor callsCount the intakes booked in your calendar and the Hot leads per week.
  • Handovers within targetBilling and legal handovers have a 15 minute target. Check how many go overdue.
  • Product questions answered without a callCompare conversations with handovers in Analytics.
  • Questions without an answerMissing answers shows which conditions or documents your pages do not explain.

Common questions, answered

Yes, for product questions and intake. SimplyBoost answers only from your own pages and documents, rates leads for your advisors and hands billing, legal, data and security questions to your team. It is hosted in Europe and we sign a data processing agreement with you.

No, it repeats what your own content says and nothing more. Add a custom trigger for personal advice, so those questions always reach an advisor.

Yes. Actions and webhooks come with templates for Salesforce and HubSpot, and CSV export works on every plan.

Yes. SimplyBoost is a Dutch company from Utrecht, hosted in Europe, and we sign a data processing agreement with every customer.

Yes. Above 6,000 AI replies a month we agree a custom plan with a dedicated account manager, and white-label, with your name and logo on the chat, is available by agreement.

Yes, in website chat. Bookings run in website chat with Google Calendar: the agent offers only the times you are free, creates a one-hour event and emails a confirmation.

Where to go next

Use case: Lead generation

Visitors get answers, you get their details with a Hot, Warm or Cold rating.

Read more

Use case: AI sales agent

Buying questions answered at any hour, warm conversations handed to your sales team.

Read more

Use case: Customer support

Repeat questions answered from your own content, sensitive ones handed to your team.

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Lead capture chatbot

Contact details collected in the chat, rated Hot, Warm or Cold, exported to CSV.

Read more

Guide: actions and webhooks

Send data to HubSpot, Salesforce, Google Sheets, Stripe, Zendesk or Slack.

Read more

Guide: handover and inbox

When the agent hands over, how your team is alerted and how they reply.

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Customer support in Europe

Hosted in Europe, a data processing agreement and replies in five fixed languages or the customer's own.

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White-label chatbot

Your name and logo on the chat, by agreement for larger companies.

Read more

Pricing

€39, €89 or €169 a month for 500, 2,000 or 6,000 AI replies. 20% off yearly, no seat fees.

Read more

Other industries

Terms used on this page

All industries

Try SimplyBoost with your own content

Start a 7-day free trial with 100 AI replies. Add your website, install the widget and see how the agent answers your customers.

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See pricing
  • 7 days, 100 AI replies
  • From €39 a month
  • Hosted in Europe