Built For Financial Advisors
Most prospects ask the same handful of questions before they'll book a discovery call — fees, regulatory status, minimums, areas of advice. FastBots is an AI chatbot trained on your firm's website that handles those questions in plain English, then captures the right details from genuine prospects so you only spend time on conversations that fit.
Providing AI Chatbots to Trusted Brands Around The World
Quick Answers
A finance chatbot is an AI assistant on an advisory firm's website that answers practical, non-advice questions — fee model, regulatory status, advice areas, minimums, locations and how onboarding works. It's an information and intake tool, not a replacement for a qualified advisor. Anything case-specific is directed to a member of the team.
No, and it shouldn't. Personalised financial advice is a regulated activity. FastBots is configured to answer general questions about your firm and services, and to always point case-specific questions — pensions, tax, suitability — to a qualified advisor at your firm.
The chatbot collects the details you actually need before booking a call: advice area, rough asset level, location, and the prospect's question. Those details are emailed to your team and can flow into your CRM through a Zapier or Make workflow, so you only book discovery calls with people who fit your service.
Most firms have a working chatbot in around 5 minutes. You point FastBots at your website, it trains on your services, fees and About pages, you add custom instructions about what it must never say, then paste one line of code into your site.
Why FastBots
Custom instructions keep the bot inside compliance-safe territory. It answers questions about your firm and points anything case-specific to a qualified advisor.
Captures advice area, asset level and situation so you can decide whether the enquiry is a fit before anyone gets a calendar invite.
Evening and weekend visitors get a useful response immediately rather than bouncing off your contact form when no one's around.
If someone wants mortgage advice or a specific narrow service you don't offer, the bot says so clearly instead of leaving you to dig through unqualified leads.
Crawls your services, fees, team and About pages, so answers reflect how your firm actually works — independent vs restricted, fee model, minimums, locations.
On Business plan and above ($89/month), Live Chat lets an advisor or paraplanner take over for higher-value enquiries during configured availability hours.
Set a fallback message for questions outside scope, define the tone, and tell the bot exactly which topics to defer rather than discuss.
Once a chat ends, captured details can flow into your CRM, spreadsheet or email list through a Zapier or Make workflow you configure.
Real Scenarios
Walks prospects through fixed fees vs ongoing percentages, what's included, and when a one-off plan is appropriate — without quoting performance or returns.
Answers questions about FCA or SEC registration, independent vs restricted status, and which advice permissions your firm holds.
If someone asks for mortgage broking, crypto advice or anything you don't offer, the bot says so plainly and suggests they look elsewhere.
Lead form collects name, email, advice area, rough asset level and a short summary, so the right person on your team can decide who calls back.
Explains what your firm covers around pensions, SIPPs, consolidation and drawdown at a general level, then directs specifics to an advisor.
Confirms whether you advise on inheritance tax and estate planning, and gathers the prospect's situation before a planner gets involved.
Tells visitors where you're based, whether you work remotely or by video, and how onboarding typically runs from first call to plan delivery.
Captures qualified enquiries overnight and at weekends so your team starts Monday with a list of fit prospects, not a backlog of forms to triage.
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Setup
FastBots crawls your services, fees, team and About pages and trains a chatbot on what your firm actually does. You choose which pages are in scope.
House voice
Professional, clear and reassuring. Information only — never give personalised financial, tax or pension advice. Always direct case-specific questions to a qualified advisor and offer to take the prospect's details.
Add custom instructions: information only, no specific recommendations, always direct case-specific questions to a qualified advisor. Set a fallback message for anything outside scope.
Drop the embed snippet into your site and the chat widget goes live. Lead notifications come through to email; CRM hand-off is a Zapier or Make workflow if you want it.
Honest Comparison
Most advisory firms weigh up three options for handling website enquiries: a chatbot trained on the firm's own content, a generic web-form-and-callback flow, or a paid outsourced answering service. Here's how those actually compare.
FastBots From $39 / month | Web Form + Callback Free, manual | Outsourced Answering Service $200+ / month | |
|---|---|---|---|
Answers fee and service questions Without a human present | Trained on your site content | Not until someone calls back | Reads from a generic script |
Qualifies before booking Asset level, advice area, situation | Lead form captures the detail you need | Whatever the form asks | Limited — message-taking only |
Available 24/7 Evenings and weekends | Yes | Form yes, response no | Often business hours only |
Compliance guardrails Information only, no advice | Custom instructions you control | N/A — no conversation | Depends on the service's training |
Routes good-fit enquiries Into your CRM or inbox | Email + Zapier or Make | Email only | Email or call transfer |
Hand off to a real person During working hours | Live Chat on Business plan ($89/mo) | No — async only | Yes, that's the model |
Comparison reflects typical alternatives. Other tools may differ — always check current pricing and features before deciding.
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Try It On Your Own Site — No Credit Card Needed
Free plan, no credit card. Build your first chatbot in minutes.
Great day! We have not been using the software too long, but today it helped us generate our first lead. Very impressed with the software's potential. Thanks!
Got Questions?
The ones we hear most before teams sign up. If yours isn’t here, our support team replies within hours during business days.
Not if you set it up properly. The custom instructions tell the bot to stay informational, never make recommendations, and always direct case-specific questions about pensions, tax or suitability to a qualified advisor at your firm. We'd recommend reviewing the chat history regularly in the first few weeks and using Q&A entries to tighten any responses that drift.
Not directly. FastBots doesn't have a native calendar integration today, so the chatbot captures the enquiry — name, email, advice area, situation — and either emails it to your team or sends it on through Zapier or Make. For the actual booking, the prospect can be pointed at your existing booking link.
There aren't native CRM integrations, but lead details can flow into most CRMs through Zapier or Make once you set up a workflow. The chatbot itself doesn't write to the CRM mid-conversation — workflows run after the chat ends and the lead is captured.
Two layers. First, don't train it on any content that includes performance figures — exclude those pages from the crawl. Second, add explicit instructions in the Tune AI prompt to never discuss past performance, projected returns or anything that could be read as a recommendation. Anything outside scope hits your fallback message.
You can review every conversation in chat history. The Knowledge Assistant feature (on Business plan and above) flags questions the bot couldn't answer well, so you can add a proper response as a Q&A entry. Over the first few weeks this is how most firms tune the bot to their actual prospect base.
Yes, on the Business plan ($89/month) and above. Live Chat lets a team member claim a conversation during configured availability hours and reply in real time — useful for higher-value enquiries where someone wants to talk through their situation before booking.
FastBots states its data handling is GDPR compliant and that uploaded data isn't used to train OpenAI models through the API connection. You can make a chatbot private, restrict embedding to your own domain, and add rate limiting. For specific requirements around data residency or audit, talk to FastBots about Enterprise terms.
There's a free plan with 1 chatbot and 50 messages/month, which is enough to test the setup. Paid plans start at $39/month (Essential), and most advisory firms that want Live Chat, auto-retraining and email replies will want the Business plan at $89/month.
Yes — the bot supports around 95 languages. If a prospect writes in Spanish or French, it'll respond in the same language, drawing from your trained content. Chat translation in the dashboard is available on the Business plan and above.
No, and it shouldn't try to. Think of it as a front door that handles the repetitive, qualifying questions so your paraplanner and admin team aren't fielding the same fee and regulatory questions every day. The judgement calls — suitability, recommendations, complex onboarding — still sit with your team.
Point it at your firm's website, set the compliance guardrails, and see how it handles your prospect questions before you commit to anything.
