AI Chatbot for Financial Advisors

Prospective clients research advisers carefully and quietly, often out of hours. SpideyChat trains an AI chatbot on your services and process and answers general questions instantly, 24/7, qualifying prospects and booking consultations while keeping regulated advice firmly with you.

Live demo — talk to it now

A real, working SpideyChat bot for Kingsley Financial, a sample financial advisor business. Ask it anything a customer would — your bot answers from your business.

What a SpideyChat bot does for financial advisors

Answer service & process questions

What you help with — pensions, investments, protection, planning — and how you work.

Qualify prospective clients

Asks a few natural questions so consultations are with the right-fit clients.

Book consultations

Captures contact details and preferred times for an initial call.

Keep advice with you

Answers general questions and routes anything needing regulated advice to you directly.

Live in minutes, no code

  1. Step 1

    Teach it your business

    Crawl your website or upload your documents — it learns your content automatically.

  2. Step 2

    Customize the widget

    Set the name, welcome message, brand color, and quick-reply pills.

  3. Step 3

    Paste one line of code

    Drop the script tag on your site and the chatbot goes live instantly.

Frequently asked questions

Does it give financial advice?
No. It answers general service questions from your content and routes anything requiring regulated advice to you.
Can it book consultations?
Yes — it collects contact details and preferred times and passes them to you.
Is client data secure?
Enquiry data is encrypted in transit and at rest, and you stay in control of it.

More industries