Finance & Planning
Assist users with financial advice, mortgage/loan applications, insurance quotes, and calculations.
Collect necessary information for credit card, personal loan, or leasing applications.
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Provide interactive calculators (loan, mortgage, savings, insurance premium) via chat.
Collect financial goals and data for personalized financial advice or planning sessions.
Gather details to provide quotes or start applications for various insurance types.
Allow users to request a consultation with an investment advisor.
Help users estimate mortgage payments, check affordability, or start an application.
Allow customers or vendors to request changes to payment terms or schedules.
Help users estimate their potential tax liability based on income and deductions.