For financial advisors and planners
Prospects want to know your fees, minimums and regulatory status before they book a call. Your bot answers from your own pages, qualifies the enquiry and passes anything personal to an advisor.
Example conversation. Your bot answers from the content you give it.
Providing AI Chatbots to Trusted Brands Around The World
What it does for you
Most prospect questions come at three moments. FastBots handles the practical ones, so your time goes on the people who are a good fit.
Explains your regulatory status, whether you're independent, your fees and who you work with, from your own pages.
Asks what they want help with and collects contact details, so you only book calls with people you can help.
Explains how onboarding works and what to bring, then hands anything about their own money to an advisor.
Try it free for 14 days. Cancel any time.
Reviews
“I can honestly say that FastBots is the most user-friendly and powerful chatbot I have ever seen. It's a powerful tool that answers my client's questions and it's been super easy to train it to speak in my voice. It's a must-have tool!”
“Your product helps me answer customer enquiries in a far more comprehensive way and was easy to install. No more searching, just ask the question, easy.”
“This chatbot application is outstanding! It is incredibly simple to use, highly customizable, and extremely user-friendly. The intuitive interface makes it easy to navigate and the customization options allow for a personalized experience.”
More than a chatbot
Connect FastBots to the tools you already use, and a question on your website becomes a qualified lead in your CRM, a booked discovery call or a live chat with an advisor.
Collects a name, email and the area they want help with, such as retirement planning, from people not ready to call yet.
Passes qualified leads to your CRM or a spreadsheet through Zapier or Make, so you can prepare before the call.
Shows your booking link as a button. With Zapier MCP connected, it can book the call during the chat.
When a prospect wants to talk now, an advisor can step into the same chat with Live Chat.
Live Chat is on Business plan and above, and buttons are on paid plans. Booking and CRM actions during the chat use Zapier MCP and need a quick setup in your Zapier account.
Setup
Point it at your services, fee pages, regulatory information and first-meeting guide. It can also learn from PDFs and Word files.
Write down what counts as advice, then test it with the questions prospects really ask before it goes live.
Paste one line of code on your website, or share a direct chat link in your newsletter and emails.
Connect FastBots to the AI assistant you already use, then create, train and update your bot just by asking it.
You stay in control
Your bot only answers from content you approve. Anything that depends on someone's own finances goes to an advisor.
Start with your fee and first-meeting questions
Try FastBots free for 14 days with 1 chatbot and 200 message credits.
FAQ
You set firm rules in plain English, such as never recommending a product or strategy. It answers only from content you choose and says when a question needs an advisor. Test it with tricky questions before it goes live, and review conversations in your chat history.
Yes. The lead form can ask for contact details and what they want help with, such as retirement planning, so you know who you're speaking to. Leads are emailed to your team and saved in your Contacts list.
Not if you leave that content out. It only answers from what you train it on, so most firms keep the bot to services, fees, process and regulatory status, and tell it to pass anything about investments to an advisor.
It can show your booking page as a button on paid plans. With Zapier MCP connected to your calendar in your own Zapier account, it can book the call during the chat.
Yes. With Live Chat on Business plan and above, an advisor can step into the same chat during the hours you set. The prospect fills in a short contact form first, and you can set a fallback message for when nobody is online.
Yes, for general questions like how reviews work or where to find forms on your site. For client-only content, you can create a separate bot and make it private or protect it with a password.
14 days with 1 chatbot and 200 message credits, with no credit card required. That's enough to train it on your services and fees pages and test it with real prospect questions.
When fees, services or regulatory details change, update your pages and retrain the bot. On Business plan and above, auto retrain can refresh your website content daily, weekly or monthly, and you can see which questions it couldn't answer.
Still have a question?
Ask the FastBots chatbot in the corner, or just try it yourself.
