Financial advisory chatbot on WhatsApp to pre-qualify leads and free up the human team
24/7 chatbot with brand voice that answers investment FAQs, calculates scenarios, and sends pre-qualified leads to the CRM with scoring and structured notes.
The starting point.
With 24/7 inquiries and a constant flow of leads, the team was spending too much time filtering basic questions before delivering real value. They needed an immediate channel that could offer initial guidance, gather key data such as risk profile and interest, and forward only qualified opportunities to advisors.
Cómo lo hicimos.
The chatbot adopts Valerza's voice, answers investment FAQs, calculates scenarios based on profile, and requests preliminary information. It also generates lead scoring and sends structured notes to the CRM, so the advisor can resume the conversation with full context and without repeating questions.
Lo que cambió.
Operational efficiency
In its first month the chatbot handled most repetitive inquiries and pre-qualified prospects before passing them to advisors, freeing up dozens of hours per week.
Strategic focus
It allowed the team to focus on high-value closings.
Customer satisfaction
Customers highlight the speed of service.
“The chatbot handles repetitive inquiries 24/7 and only qualified leads reach us, with context already in the CRM. We've freed up dozens of hours a week to focus on high-value closings.”
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