Revolutionize Client Engagement And Financial Services With Conversational AI Chatbots

Assist clients, answer investment inquiries, and streamline banking processes effortlessly across your Website, Social Channels, and App

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5000+ Satisfying Customers

Invest Smarter, Bank Faster with AI Chatbot Technology for Investment Banking!

  • AI-Powered Financial Assistance

    Harness advanced NLP technology to provide human-like, personalized support that enhances Client Engagement, Increases Inquiries, and Simplifies Investment Decisions.

  • Multi-Lingual Chatbot

    Facilitate seamless interactions in multiple languages. Support Clients, Answer Financial Queries, and Build Trust in Their Preferred Language!

  • Hybrid AI Chatbot (Rule-based + NLP System)

    Merge structured rule-based processes with AI adaptability. Automate routine banking queries while delivering intelligent, interactive support for enhanced investment experiences.

  • Machine Learning Advantage

    Continuous Learning About Market Trends and Client Needs Helps Your Chatbot Evolve, Provide Smarter Guidance, and Improve Investment Strategies.

Enhance Client Communication with WhatsApp

  • Bulk WhatsApp Messages

    Instantly Reach Thousands of Patients: Share Appointment Reminders, Health Tips, Vaccination Alerts, and Wellness Programs Through Brochures and Banners for Improved Engagement.

  • Integrate WhatsApp Chatbot with CRM

    Deliver personalized investment updates at every stage of the client journey. Provide real-time portfolio insights, risk assessments, and financial planning advice.

  • Reach Clients at Key Financial Moments

    Use QR codes on reports, brochures, and financial advertisements to instantly connect investors to WhatsApp chatbot assistants for guidance on market opportunities.

  • Smart Client Engagement

    Leverage AI to guide, nurture, and qualify investor inquiries with personalized, human-like conversations powered by NLP for better financial planning and decision-making.

Livserv’s Investment Bank For Lead Process

Why Choose Livserv’s AI Chatbot for Investment Banking?

  • Enhance Financial Decision-Making with AI-Powered Bots

    Clients Expect Quick Insights for Smarter Investments. AI-Driven Bots Provide Market Analysis, Portfolio Management, and Investment Recommendations.

  • Multi-Channel Support Platforms

    Investors Seek Market Intelligence on Their Preferred Channels. Our Bot Instantly Shares Stock Updates, Banking Services, and Portfolio Reports via Websites, WhatsApp, Facebook, and Instagram.

  • Personalized Investment Guidance

    By Understanding Client Risk Appetite and Financial Goals, Our Bot Suggests the Best Investment Strategies and Asset Allocations.

  • Easy Integration Across Platforms

    Our Bot Organizes Client Inquiries Efficiently into the Right CRM Buckets, Enhancing Follow-Ups. Livserv Bot Integrates with Any CRM (Salesforce, Bloomberg Terminal, Wealth Management Systems, etc.) and Goes Live in Just 5 Minutes!

Delivering Value To Our Investment Banking Partners

Investment Portfolio Management

Proactively engage clients, analyze portfolios, send real-time market alerts, and assist in optimizing asset allocation.

Client Feedback & Financial Reviews

Respond with care to client concerns, categorize feedback, and use insights to enhance banking services and financial advisory strategies.

Spam & Automated Replies Filtering

Filter out spam and automate replies to ensure only genuine investment inquiries reach your financial advisory team, improving lead quality and efficiency.

Market Insights & Investment Updates

Provide real-time updates on stock movements, IPO launches, regulatory changes, and investment opportunities to keep clients informed and engaged.

BENEFITS

Others Make You Work Hard. We Make It Simple.​

Livserv’s Conversational AI is proven to streamline your resources spent on Cold calling, Emailing & Bulk Messaging. With Our Adaptive Chatbots, target hot leads 24/7.

Add to Website

Greet your visitors, analyze conversations, proactively ask questions and identify serious prospects.

WhatsApp Integration

Connect with prospects within their familiar and user-friendly interface for enhanced lead nurturing.

Facebook Integration

Run targeted ads with intelligent conversational AI chat options to enhance leads qualification.

Connect to CRM

Retarget and churn out cold leads 24/7 through smart chat options. Never ignore a lead with missed call alert.

69 %

AI keeps talking to visitor. Keeps them coming back

80 %

Answer questions before they’ve even asked

67 %

Conversations that convert. More leads. More deals.

More Engagement. More Efficiency. More Sales.