Chatbot for Financial Advisors
A chatbot for financial advisors that answers service questions and captures consultation requests around the clock.
96% of prospective clients research a financial advisor online, even when referred by someone they trust. ClevrBot answers their questions and captures consultation requests while you’re with clients.
Source: Wealthtender 2025 Study
See It In Action
A prospect asks about minimum requirements. ClevrBot answers from your site and captures the consultation request.
Prospects Research Advisors Before Making Contact
Firms that respond to online inquiries within one hour are 7x more likely to qualify the lead. When a prospect is comparing advisors, responsiveness signals professionalism.
Source: Harvard Business Review
The evening retirement planning search
Someone approaching retirement is researching financial advisors. They’re comparing firms after work, looking at services, credentials, and minimum requirements.
- Found your firm through a referral or Google
- Want to understand your services and minimums
- Curious about fees and fiduciary status
- Ready to schedule a consultation if the fit seems right
The difference ClevrBot makes
Without ClevrBot:
- Browse your site but can’t find fee information
- Send an inquiry and wait for a response
- Schedule a consultation with an advisor who responded first
- You lose a potential long-term client relationship
With ClevrBot:
- Ask about services: instant answer from your offerings page
- Check credentials: fiduciary status and specialties from your site
- Feel confident in your professionalism
- Share their name and contact info for a free consultation
Your Pages Become Instant Answers
ClevrBot reads your existing website and uses it to answer visitor questions.
Services & Specialties
Retirement planning, wealth management, and estate planning answered from your pages
“Do you specialize in retirement planning?”
“What investment services do you offer?”
Fees & Credentials
Fee structure, fiduciary status, and certifications answered instantly
“Are you a fiduciary advisor?”
“How do you charge for your services?”
Lead Capture
Every conversation ends with a name and contact info you can follow up on
“Can I schedule a free consultation?”
“I want to review my retirement plan”
How It Works
Install the Plugin
Works with any WordPress theme.
Select Your Content
Choose which pages to index.
Start Capturing Leads
Answer questions 24/7.
Chatbots for Related Industries
ClevrBot works across industries. See how it helps businesses like yours.
Start Capturing Financial Advisor Leads Today
100 free messages. No credit card required.