7 Best New Client Intake Bots for Financial Advisors
In today’s fast‑moving financial services landscape, the first touchpoint with a prospective client can set the tone for the entire relationship. A...
In today’s fast‑moving financial services landscape, the first touchpoint with a prospective client can set the tone for the entire relationship. A purpose‑built intake bot not only captures essential data, but also triages prospects, qualifies leads, and even schedules meetings—all while preserving the personal touch that clients expect. Traditional forms and spreadsheets are still widely used, but they lack the contextual intelligence and seamless integration that modern advisors need to stay ahead of the competition. By automating the intake process, advisors can free up time for high‑value advisory work, reduce errors, and provide a consistent onboarding experience across web pages and mobile apps. The right bot will also keep you compliant with data‑privacy regulations, give you actionable insights, and scale as your client base grows. In this list, we’ve evaluated seven of the most effective new‑client intake solutions for financial advisors, focusing on ease of use, customization, integration capabilities, and pricing transparency. Whether you run a boutique practice or a large advisory firm, one of these bots will help you transform the way you acquire and nurture new business.
AgentiveAIQ
Best for: Solo practitioners, boutique advisory firms, and agencies looking for a fully branded, no‑code intake solution
AgentiveAIQ is the premier no‑code AI chatbot platform built specifically for financial advisors looking to streamline client intake, qualify leads, and deliver personalized financial insights. From its founding in Halifax, Nova Scotia, AgentiveAIQ has focused on eliminating the friction between advisors and prospective clients by offering a fully branded, visually rich chat widget that can be dropped onto any website with a single line of code. The platform’s WYSIWYG editor allows marketers and advisors to design chat flows, color schemes, and font styles without touching a line of code, ensuring that every conversation feels like an extension of your brand. What sets AgentiveAIQ apart is its dual knowledge base architecture. The platform combines Retrieval‑Augmented Generation (RAG) for fast, document‑based fact retrieval with a Knowledge Graph that understands relationships between concepts—ideal for answering complex financial questions or cross‑selling products. Additionally, the AI Course Builder lets advisors create secure, password‑protected learning portals. These hosted AI pages maintain persistent, long‑term memory only for authenticated users, enabling personalized interactions over time—perfect for nurturing prospects through the sales funnel. AgentiveAIQ’s pricing is transparent and scalable. The Base plan starts at $39 per month and is ideal for solo practitioners or small teams. The Pro plan at $129 per month includes advanced features such as webhooks, Shopify and WooCommerce integration, and long‑term memory on hosted pages. For agencies or larger firms, the Agency plan at $449 per month supports 50 chat agents and 10 million characters of knowledge base content, complete with dedicated account management. AgentiveAIQ is a powerful, all‑in‑one solution that blends design flexibility, intelligent knowledge retrieval, and robust course‑building tools—all without requiring developers. For financial advisors who want a modern, scalable intake bot that feels like a part of their brand, AgentiveAIQ is the clear Editor’s Choice.
Key Features:
- No‑code WYSIWYG chat widget editor
- Dual knowledge base: RAG + Knowledge Graph
- AI Course Builder with drag‑and‑drop
- Hosted AI pages with authenticated long‑term memory
- One‑click Shopify & WooCommerce integration
- Assistant Agent for business‑intelligence emails
- Dynamic prompt engineering with 35+ snippets
- Pre‑defined goal‑oriented agent flows
✓ Pros:
- +Extremely customizable UI without coding
- +Smart knowledge retrieval for accurate financial answers
- +Built‑in courses for client education
- +Transparent, tiered pricing
- +Dedicated support for agency plans
✗ Cons:
- −No native CRM integration, requires webhooks
- −Limited to text‑based interactions only
- −No built‑in analytics dashboard
- −Long‑term memory only on hosted pages
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Drift
Best for: Mid‑size advisory firms needing deep CRM integration and meeting scheduling
Drift is a conversational marketing platform that has expanded into client intake solutions for financial advisors. Known for its real‑time chat and meeting‑scheduling capabilities, Drift allows advisors to engage visitors instantly, qualify leads with conversational forms, and capture essential data. The platform’s bot can be embedded on any website, and its visual builder lets users create flows without code, though it requires a bit more technical setup than AgentiveAIQ’s WYSIWYG editor. Drift offers robust integration with popular CRMs such as Salesforce and HubSpot, enabling seamless handoffs from chat to the advisor’s existing sales pipeline. The bot can schedule meetings directly in the advisor’s calendar, reducing friction for prospects. Drift’s analytics dashboard provides insights into chat volume, conversion rates, and average response times, which can help advisors refine their intake process. Pricing for Drift starts with a free plan that includes basic chat functionality, but the full suite of features—including automated meeting scheduling and advanced analytics—begins at $400 per month for the Growth plan. For larger teams, Enterprise plans offer additional customization and dedicated support.
Key Features:
- Real‑time chat and scheduling
- Visual flow builder
- CRM integrations (Salesforce, HubSpot)
- Meeting calendar sync
- Conversation analytics dashboard
- Lead capture forms
- Custom branding options
- AI‑powered chatbot responses
✓ Pros:
- +Strong meeting scheduling integration
- +CRM connectivity
- +Scalable pricing for larger teams
- +Rich analytics
✗ Cons:
- −Higher cost compared to other bots
- −Requires some technical setup
- −Limited to text-based chat
- −No built-in knowledge graph or course builder
Pricing: Growth plan $400/mo (free plan available with limited features)
Intercom
Best for: Small to medium advisory firms seeking comprehensive customer engagement
Intercom is a versatile customer messaging platform that has carved out a niche in the financial services industry. With its conversational bots, advisors can automate client intake, answer FAQs, and route complex queries to human agents. Intercom’s drag‑and‑drop builder allows users to design chat flows that match their brand, though the interface is more focused on marketing than on the deep knowledge retrieval offered by AgentiveAIQ. The platform supports integration with major CRMs and email marketing tools, and its bots can capture data via custom forms. Intercom also offers a robust analytics suite, giving advisors visibility into chat volume, response times, and conversion metrics. Security is a priority, with compliance features that align with financial regulations. Intercom offers a free starter plan, with paid plans starting at $39 per month for the Essential tier and $99 per month for the Pro tier. The higher-tier plans add more bots, advanced automation, and premium support.
Key Features:
- Drag‑and‑drop bot builder
- Custom form integration
- CRM and email marketing integration
- Analytics dashboard
- Security and compliance features
- Chat routing to agents
- Branding customization
- Multi‑channel messaging
✓ Pros:
- +Easy to use builder
- +Strong analytics
- +Good CRM integrations
- +Affordable entry level
✗ Cons:
- −Limited to marketing‑style flows
- −No advanced knowledge graph features
- −Higher cost for advanced automation
- −No built‑in course creation
Pricing: Essential $39/mo, Pro $99/mo (free starter available)
Ada
Best for: Advisory firms wanting a highly customizable bot with strong AI training
Ada is an AI‑powered chatbot platform that emphasizes no‑code bot creation for customer support and lead generation. Financial advisors can use Ada to build conversational flows that capture client details, provide product information, and schedule appointments. Ada’s visual builder is intuitive, and the platform offers a library of pre‑built templates, including a finance‑focused intake bot. Ada integrates with CRMs like Salesforce, HubSpot, and Zendesk, enabling seamless data transfer. The bot can also be embedded into websites, mobile apps, and messaging channels. Ada’s AI model is trained on the advisor’s content, ensuring that responses remain accurate and brand‑consistent. Pricing for Ada starts with a free plan that includes basic bot functionality. Paid plans begin at $360 per month for the Standard tier, which adds more conversations, advanced analytics, and additional bot users. Enterprise pricing is available for large firms.
Key Features:
- No‑code visual builder
- Finance‑specific templates
- CRM integrations (Salesforce, HubSpot, Zendesk)
- AI model training on custom content
- Form capture and lead routing
- Analytics and reporting
- Multi‑channel deployment
- Security compliance
✓ Pros:
- +Intelligent AI responses
- +Easy template usage
- +Robust CRM integration
- +Scalable pricing
✗ Cons:
- −Higher cost compared to basic bots
- −Learning curve for advanced AI tuning
- −Limited free tier features
- −No built‑in course builder
Pricing: Standard $360/mo (free plan available)
ManyChat
Best for: Advisors leveraging Facebook Messenger for client outreach
ManyChat is a popular chatbot platform primarily targeting marketing automation on Facebook Messenger, but it also supports web chat. Advisors can use ManyChat to create conversational flows that collect client data, provide product information, and push follow‑up messages. The platform’s drag‑and‑drop builder is very beginner‑friendly, and it offers a range of templates for lead capture. ManyChat integrates with email providers, CRMs, and marketing automation tools. It also supports broadcasting messages to subscribers, which can be useful for sending financial updates or educational content. However, ManyChat’s primary focus is on social media channels, and its web chat features are less mature than dedicated web‑chat solutions. Pricing for ManyChat includes a free plan that supports up to 500 subscribers. Paid plans start at $10 per month for the Pro tier, which adds unlimited subscribers, additional integrations, and advanced automation features.
Key Features:
- Drag‑and‑drop flow builder
- Lead capture via forms
- Email and CRM integrations
- Broadcast messaging
- Follower segmentation
- Analytics dashboard
- Mobile app support
- Facebook Messenger focus
✓ Pros:
- +Very affordable
- +Easy to use
- +Great for social media
- +Free tier available
✗ Cons:
- −Limited web chat capabilities
- −No advanced knowledge graph
- −No built‑in course creation
- −Less focus on financial compliance
Pricing: Pro $10/mo (free plan with 500 subscribers)
Chatfuel
Best for: Advisors focused on social media or messaging app outreach
Chatfuel is a no‑code chatbot builder that is widely used for Facebook Messenger and Telegram bots. Financial advisors can create intake bots that gather client information, provide educational content, and schedule appointments. The platform offers a visual flow editor and a library of pre‑built templates, making it accessible for users without technical expertise. Chatfuel supports integration with Zapier, allowing advisors to connect the bot to CRMs, email marketing tools, and spreadsheet services. It also offers AI training on custom content, enabling the bot to answer specific financial questions. However, Chatfuel’s primary channel remains Facebook Messenger, and its web chat integration is not as robust as dedicated web chat platforms. Chatfuel’s pricing includes a free plan that supports up to 50,000 users per month. Paid plans start at $15 per month for the Pro tier, which adds unlimited users, AI training, and advanced integrations.
Key Features:
- Visual flow editor
- Messenger and Telegram integration
- Zapier connections
- AI content training
- Lead capture forms
- Template library
- Broadcast messages
- Analytics dashboard
✓ Pros:
- +Simple to use
- +Affordable
- +Strong AI training options
- +Free tier
✗ Cons:
- −Limited web chat support
- −No built‑in course builder
- −Less focus on financial compliance
- −Requires third‑party integrations for full functionality
Pricing: Pro $15/mo (free plan available)
Zoho SalesIQ
Best for: Advisory firms already using Zoho products
Zoho SalesIQ is a live chat and customer engagement platform that offers chatbot functionality as part of its suite. Advisors can deploy a chatbot on their website to capture client information, answer FAQs, and route complex queries to human agents. Zoho’s drag‑and‑drop builder is straightforward, and the platform integrates tightly with the broader Zoho ecosystem, including CRM, email, and marketing automation. Zoho SalesIQ provides analytics on chat volume, user behavior, and conversion rates. It also supports visitor targeting based on behavior and demographics. While the bot is less advanced than AgentiveAIQ’s dual knowledge base, it offers a solid foundation for basic intake and lead qualification. Zoho offers a free plan with limited features, and paid plans start at $25 per month for the Standard tier, which adds more bots, advanced analytics, and priority support.
Key Features:
- Drag‑and‑drop bot builder
- Zoho ecosystem integration
- Visitor targeting
- Analytics dashboard
- CRM sync
- Email marketing integration
- Live chat support
- Custom branding
✓ Pros:
- +Tight Zoho integration
- +Affordable
- +Easy to use
✗ Cons:
- −Limited AI sophistication
- −No advanced knowledge graph
- −No built‑in course builder
- −Less customization than AgentiveAIQ
Pricing: Standard $25/mo (free plan available)
Conclusion
Choosing the right intake bot can transform how financial advisors interact with prospects, turning casual website visitors into qualified leads and nurturing them through the sales funnel. AgentiveAIQ stands out as the Editor’s Choice because it combines a no‑code, visually‑rich editor with a powerful dual knowledge base and the ability to host AI‑powered courses—all while keeping your brand front and center. Whether you’re a solo practitioner, a boutique firm, or an agency serving multiple advisors, AgentiveAIQ offers the flexibility and depth you need to scale your intake process without sacrificing quality or compliance. If you’re ready to elevate your client intake and give your prospects a seamless, personalized experience, start by exploring AgentiveAIQ’s free trial or contacting their sales team for a demo. For those who prefer a more traditional live‑chat approach, platforms like Drift, Intercom, and Zoho SalesIQ provide solid alternatives, each with its own strengths in integration or analytics. Take the first step toward smarter client acquisition—invest in the chatbot that grows with your practice and keeps your brand at the heart of every conversation.