Really Good Financial Services Chatbot Examples
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Use these chatbot examples to jumpstart the conversation, personalize digital experiences, and strengthen client relationships.
LSQ Funding Group
https://www.lsq.com/About this Bot:
LSQ Funding Group's retargets return visitors to their site with any resource they might need; information on becoming a partner, additional resources, support for customers, or a direct line to their sales team.
Why We Like this Bot:
We like this bot because LSQ has perfected their messaging using an A/B test approach. Through this test, they're determining which hook is just right to welcome the person back to the site as a repeat visitor and direct them to the appropriate resource. Whether connecting a prospect with sales or finding the right resources for a customer, the bot asks specific questions to shepherd the visitor down the perfect path for their unique needs.
Outcomes:
In addition to helping customers navigate their website, LSQ's bot redirects resources to sales to live chat, helping generate leads while supporting myriad customer and prospect needs.
About this Bot:
SSGA’s bot targets users on their EFT Contact Us page.
Why We Like this Bot:
This bot offers a clear way to get in touch with a human without having to fill out a form and wait for a response.
Outcomes:
Since this bot puts visitors directly in touch with the SSGA team and qualifies visitors by ensuring they’re a UK-based professional investor, it results in faster speed to lead and increases qualified leads.
Payoneer
https://www.payoneer.com/About this Bot:
This account-based marketing (ABM) bot is only shown to target accounts visiting Payoneer’s website to start a conversation.
Why We Like this Bot:
We like this bot because it’s tailored to Payoneer’s top ABM accounts and does a great job of qualifying which solution works best for their needs and answering user questions.
Outcomes:
Better qualified leads with more information on Payoneer’s products and services.
Why We Built This
Welcome to Really Good Financial Services Chatbots! Here, you’ll find real-world examples from Drift customers and learn how they use chatbots to accelerate time to investment.
If you’re wondering about our criteria for “really good” — all of these examples help financial services teams deliver exceptional digital experiences to clients. These chatbots start real-time conversations with website visitors, allowing you to tailor their experiences and stand out in a competitive market.
Want to get involved? We welcome all chatbot submissions. Our only criteria is that it has to be really good.
Test Drive Drift
Preview Drift’s chatbot on your website without installing any code (seriously).