Skip to content
AI chat for financial services firms

A consultation assistant
that answers from your material

A client reads up on advisory work, lending or wealth management late at night and compares firms. SellerChat answers their questions, clarifies
the inquiry and records a request for a consultation.

A laptop in the office of a financial services firm with a client conversation open on the website
The first conversation on your site

Take an inquiry through to a clear next step

Instead of a static form, SellerChat holds a real conversation, gathers the context your team needs, and hands over a ready inquiry, answering only from your own content. The widget gives no financial advice.

Clarifies the inquiry

Asks which service they are interested in, what their situation is and what the timing looks like, so that the inquiry is ready for a specialist.

Answers from your content

Explains your services and your process from your own pages, quoting no rates and giving no advice.

Records the consultation and the inquiry

Gathers the details and the contact information and hands a ready inquiry to a licensed specialist.

Assistant on your website Service page
Widget: Looking at this service? Tell me what you need to solve and I will walk you through where most people start.
08.09.2026 09:37:42
Visitor: How much does it cost?
08.09.2026 09:38:09
Widget: The price depends on the scope, so a sales rep will give you the exact figure. Tell me about the project and I will pass it along with your question.
08.09.2026 09:38:18
Why financial firms use SellerChat

Answer first,
earn the trust

Clients are careful and compare several firms before they share any details. SellerChat answers general questions from your website, clarifies the inquiry and passes the consultation request straight on. The widget quotes no rates and gives no financial advice, and anything regulated goes to a licensed specialist.

How it works

From an inquiry
to a consultation

No separate implementation project is needed. You gather the material, paste one line of code onto your pages, and the conversation starts answering from that material.

Give it your content

It studies your services, your process and your FAQ, the general answers your team gives every day.

Paste the snippet

One line of code on your pages. You do not have to rebuild the site.

It clarifies the task

Clients get an answer to general questions right away, and the chat records the service of interest, the situation and the timing.

You get consultation requests

The conversation reaches your team with its context: what the person asked, what has already been explained and what is still unknown.

Why SellerChat

Practical value
for financial firms

A visitor's question comes up before they are ready to leave contact details. The conversation answers it from your material, and everything else goes to a specialist.

Answers from the material you approved
Gives no financial advice and quotes no rates, passing regulated questions to a specialist
Hands the consultation conversation to a licensed specialist

Put an AI chat on your financial services website

Create an account, point SellerChat at your own content, and the conversation will start where the visitor is now, while a specialist gets it with the context.

FAQ

Common questions

How the chat clarifies inquiries, what it records and when it brings in a licensed specialist.

  • Does it give financial advice?

    No. It answers general questions only from your material. The widget quotes no rates, and any regulated question goes to a licensed specialist.

  • What does it record?

    The service of interest, the situation, the timing and contact details, the context a licensed specialist needs to get to work.

  • What is needed to launch?

    A website address, a confirmed email, material for the knowledge base and one line of code on your pages. The ready code appears in your client account together with the estimate.

What the widget stays quiet about here

In this field a wrong answer costs more than no answer at all. The list of subjects you mark as going to a person usually looks like this.

Financial advice

Where to invest, what works out better and whether to take a product is a licensed specialist's answer.

Rates and terms

The widget quotes no specific rates, limits or product parameters: they change and they depend on the client.

Approval and the odds

The widget does not assess the chance of approval and promises no decision.

Returns and forecasts

No income calculations and no speculation about how the market will behave.

In other people's words

On customers, conversation and machines