Compliance-Ready

AI Chatbot for Financial Advisors

Answer client questions, qualify leads, and schedule meetings with an AI chatbot built for financial advisors. Provide 24/7 support while maintaining compliance. No coding required.

Try Free Book a Demo

What It Can Do for Your Practice

💬

Answer Client Questions 24/7

Handle inquiries about services, fees, processes, and market concepts around the clock.

🎯

Qualify & Capture Leads

Engage website visitors, assess fit, and capture contact information automatically.

📅

Schedule Meetings Automatically

Let prospects and clients book consultations directly through conversation.

📚

Share Educational Content

Distribute articles, guides, and resources relevant to client questions and interests.

📋

Collect Client Information

Gather intake forms, risk tolerance questionnaires, and onboarding documents.

🔔

Send Updates & Reminders

Automated reminders for annual reviews, document requests, and market updates.

How It Works

Create Your AI Chatbot

Set up your financial advisor chatbot with your firm name, services, and communication style.

Add Your Knowledge Base

Upload FAQs, service descriptions, compliance-approved content, and educational resources.

Connect Your Tools

Integrate with your CRM (Salesforce, Redtail, Wealthbox), calendar, and communication channels.

Deploy & Engage

Add to your website, client portal, and communication channels. Start engaging prospects 24/7.

Use Cases

💰

Wealth Managers

Client communication, portfolio inquiries, and meeting scheduling for HNW clients.

🏢

Independent RIAs

Lead generation, client onboarding, and 24/7 prospect engagement.

📋

Financial Planning Firms

Comprehensive planning inquiries, document collection, and review scheduling.

🏦

Retirement Specialists

401(k) and IRA questions, rollover inquiries, and retirement planning consultations.

📈

Broker-Dealers

Product information, advisor support, and client inquiry routing.

🛡️

Insurance & Annuities

Policy inquiries, quote requests, and claims status for insurance-focused advisors.

Features

📚

Custom Knowledge Base

Train on your firm-specific content, FAQs, and compliance-approved materials.

🎯

Lead Capture Forms

Conversational lead qualification that captures contact info and investment details.

🔗

CRM Integration

Sync with Salesforce, Redtail, Wealthbox, and other financial CRMs.

📅

Calendar Booking

Direct integration with Google Calendar, Outlook, and Calendly.

🎨

White-Label Branding

Deploy under your firm brand with custom colors, logo, and messaging.

📊

Analytics & Insights

Track lead quality, common questions, and engagement metrics.

Frequently Asked Questions

Is the chatbot compliant for financial advisors?

Chipp is SOC 2 Type II compliant with conversation archiving and compliance-ready content controls. Financial advisors should review chatbot responses with their compliance team to ensure alignment with SEC, FINRA, and state regulatory requirements.

Can the chatbot give financial advice?

The chatbot should be configured for general information sharing, not personalized financial advice. It can discuss your services, answer FAQs, and qualify leads — but investment recommendations should come from licensed advisors.

How do I train it on my firm's services?

Upload your service descriptions, FAQs, compliance-approved marketing materials, and educational content. The AI learns from all of it.

Does it integrate with my CRM?

Yes. Direct integrations with Salesforce, Redtail, and Wealthbox. Connect to other CRMs via Zapier or custom webhooks.

How does lead qualification work?

The chatbot engages prospects in natural conversation, asks qualifying questions (investable assets, goals, timeline), and routes qualified leads to your team.

Is client data secure?

SOC 2 Type II certified with AES-256 encryption, access controls, and audit logging. Data is never used to train AI models.

Can clients schedule meetings through the chatbot?

Yes. The chatbot integrates with Google Calendar, Outlook, and Calendly for real-time meeting booking.

What does it cost?

Free tier available for testing. Paid plans start at $29/month with usage-based pricing.

Ready to Get Started?

Build and deploy your AI agent in minutes. No coding required. Free to start.

Get Started Free →