Convert Prospects Into Booked Financial Consultations
Okidoki.chat helps financial services firms — advisors, wealth managers, insurance agencies, and fintech companies — engage website visitors securely, qualify prospects based on financial needs, and book consultations automatically. With GDPR compliance, encrypted data handling, and AI that speaks 100+ languages, Okidoki serves the trust-first requirements of financial services.
How Financial Services Uses Okidoki.chat
Consultation Scheduling
The AI qualifies prospects by financial need, portfolio size, and goals, then books consultations with the appropriate advisor. Multiple advisors each get their own calendar.
Product Information Assistant
Upload product guides, comparison sheets, and regulatory disclaimers. The AI answers questions about loans, insurance, investments, or accounts with accurate, compliant information.
Multilingual Wealth Advisory
Serve international clients in 100+ languages via voice and text. Particularly valuable for expatriate banking, international wealth management, and cross-border financial planning.
Lead Qualification & Routing
ICP profiling identifies prospect segments — high-net-worth individuals, small business owners, first-time investors — and routes them to specialized advisors.
Secure Video Consultations
Built-in HD meetings with transcription provide a secure channel for initial consultations without requiring clients to download separate software.
Key Features for Financial Services
GDPR & Data Security
Encrypted data, no PII in fingerprinting, GDPR/CCPA compliance, and SOC 2 certified infrastructure. Meets the regulatory expectations of financial services.
ICP Visitor Profiling
Define client segments with custom fields — net worth, financial goals, risk tolerance — and let the AI qualify and score prospects automatically.
AI Video Avatars
Create a trusted, personal first impression for a high-stakes industry. Video avatars build rapport before the first advisor meeting.
Built-in HD Meetings
Run consultations with recording, transcription, and AI summaries for compliance documentation and follow-up.
WhatsApp Integration
Stay in touch with clients on their preferred channel. Send meeting reminders and follow-up information through WhatsApp.
See How Okidoki.chat Works for Financial Services
Start your free 7-day trial. Setup takes 5 minutes — add one line of code and the AI starts engaging your visitors immediately.
Frequently Asked Questions
- Can the AI provide financial advice?
- Okidoki answers questions based on your uploaded content — product descriptions, general information, and FAQs. It can be configured to include appropriate disclaimers and will not provide personalized financial advice unless your content explicitly supports it.
- How secure is the data?
- All data is encrypted in transit and at rest. Okidoki is GDPR and CCPA compliant with SOC 2 certified infrastructure. No personally identifiable information is used in browser fingerprinting.
- Can different advisors have separate booking pages?
- Yes. Each advisor gets their own calendar, bio, and event types. The Landing Page Generator creates individual booking pages at advisor.okidoki.chat with AI chat built in.
- Does it meet regulatory requirements?
- Okidoki provides the security and data handling infrastructure that supports compliance. Built-in meeting transcription also helps with record-keeping requirements. Consult your compliance team for your specific regulatory context.