Digital assistant – use voice only
How does it work?
Natural voice conversation. No need for pen, paper, mouse, keyboard or computer.
All data is stored by Amazon and protected by its security.
Results are displayed for the adviser to explain. The assistant only asks questions
The entire meeting is recorded, and a transcript is emailed with the SoA.
Financial planning chatbot
The assistant asks the required questions when prompted. It never explains – this is left to the adviser. For example, if the adviser says “test salary sacrifice”, the assistant will ask the necessary questions to display the result.
No need for a mouse, keyboard, or computer, so the conversation flows normally. You just need an Alexa device (or Amazon Fire TV Stick) and add the Finchat skill as you added your other Alexa skills. Try it for free to see if it works for your dealership.
Add recommendations by tapping an on-screen button. The meeting is recorded (with the client’s permission) and is automatically emailed to the adviser with the transcript. Produce the advice document simply by saying “print report,” and it will include reasons for the meeting as well as items in and out of scope.
Key Features
- Test strategies like different contribution types.
- Values are remembered and available with each new session.
- Call up products for explanation and recommendation.
- The assistant asks questions and then displays the results on the screen. The adviser explains the result and implications.
- No need for a computer, keyboard, or mouse. A simple Amazon Echo device will suffice.
- Navigation is easy, using voice and/or the navigation button.
- Produce an advice document simply by saying “print report”.
- All data is stored and protected by Amazon.
- The adviser can choose to see underlying calculations and assumptions.
- The meeting is recorded if desired.
- The recording and transcript are emailed to the adviser.
- The SoA automatically includes discussion points, scope etc.
- You can try it for free to see if it works for your dealership.