Best 7 New Client Intake Bots for Financial Advisors

Jump.ai positions itself as a lightweight, modular chatbot builder that is especially attractive for fintech startups and financial advisors who need a quick turnaround. The platform’s drag‑and‑drop interface allows users to assemble conversational flows from pre‑built modules, and it offers a library of over 35 prompts that can be customized to match an advisor’s tone and compliance requirements. Jump.ai also emphasizes real‑time product data integration, making it possible to pull live quotes and portfolio information directly into conversations. While Jump.ai does not provide a dedicated knowledge graph, it offers Retrieval Augmented Generation (RAG) capabilities that enable the bot to reference uploaded documents such as investment brochures or regulatory filings. The platform also supports webhook triggers, allowing advisors to send lead information straight to their existing workflow tools like Salesforce or HubSpot. Pricing is tiered, with a free starter plan that includes basic features and paid plans that unlock advanced modules, real‑time data access, and increased message limits. Jump.ai’s strength lies in its speed of deployment and its focus on financial data. However, the platform lacks a dedicated course builder or hosted page functionality, and its memory capabilities are limited to the session scope. For advisors who need a more comprehensive knowledge base or secure client portals, Jump.ai may serve as a good entry point but will require additional integrations.

SmartAsset AMP is a niche solution built specifically for financial advisors and wealth managers. The platform offers a suite of tools that help advisors generate leads, nurture prospects, and provide educational resources through AI‑powered conversations. AMP’s chatbot can pull in live market data, suggest investment products based on risk tolerance, and gather preliminary client information before a live meeting. The platform integrates tightly with SmartAsset’s broader advisory ecosystem, allowing advisors to sync chatbot interactions with their client dashboards and reporting tools. While the exact pricing structure is not publicly listed, users are encouraged to contact SmartAsset for a custom quote based on the size of their practice and the desired level of integration. AMP’s strengths include its deep financial data knowledge base and its focus on compliance, ensuring that all product recommendations comply with regulatory standards. However, SmartAsset AMP does not offer a no‑code visual editor for chat widgets; users must rely on SmartAsset’s pre‑designed templates. Additionally, the platform’s memory capabilities are limited to the session, and it lacks a dedicated course builder or AI‑hosted pages.

Intercom has long been a leading customer messaging platform, and its chatbot capabilities are now being leveraged by financial advisors to handle intake and support queries. The platform offers a visual flow builder that allows users to design conversational paths without writing code. Intercom’s bots can be embedded on websites, mobile apps, or even within email marketing campaigns. Intercom’s strengths include extensive integration options—connecting to CRM systems, marketing automation tools, and ticketing platforms. It also offers a knowledge base feature that can be populated with FAQs, product guides, and compliance information. For advisors, Intercom can automatically route qualified leads to a human representative or add them to a nurturing sequence. Pricing for Intercom’s chatbot features starts at $75 per month for the Essentials plan and scales up to $600+ per month for larger enterprises. While Intercom is powerful, it is primarily a customer engagement platform rather than a specialized financial intake tool. It lacks a dedicated knowledge graph or dual knowledge base, and its memory is limited to the session unless combined with external database solutions.

Drift is a conversational marketing platform that has expanded into chatbot functionality, offering advisors a way to capture leads and answer basic questions on their website. The platform uses a drag‑and‑drop builder to create conversational flows and can integrate with a variety of CRMs and marketing tools. Drift’s chatbot can schedule appointments, qualify prospects based on pre‑defined criteria, and push qualified leads into a follow‑up sequence. The platform also provides live chat capabilities, allowing advisors to switch from bot to human support seamlessly. Drift’s pricing starts at $399 per month for the Pro plan and can reach $1,499 per month for the Enterprise plan. While Drift excels at lead capture and scheduling, it does not provide a specialized knowledge graph or dual knowledge base. Its memory is session‑based, and it lacks native course building or secure hosted page features.

Ada is an AI chatbot platform geared toward customer service and support. Its visual designer allows users to create complex conversational flows without coding, and the platform offers integration with popular CRMs such as Salesforce and Zendesk. Ada’s bots can be embedded on websites, mobile apps, and social media channels. Ada’s key selling points include its multilingual support, advanced analytics dashboard, and the ability to auto‑tag conversations for later analysis. For financial advisors, Ada can be used to gather preliminary client information, answer standard compliance questions, and route qualified leads to human agents. Pricing for Ada starts at $2,000 per month for the Standard plan and can go up to $10,000 per month for the Enterprise plan. However, Ada does not have a built‑in knowledge graph or dual knowledge base, and its memory is limited to session context unless integrated with external databases. The platform also lacks a dedicated course builder or secure hosted pages.

TARS is a chatbot builder that focuses on lead generation and customer engagement. Its drag‑and‑drop interface allows users to create conversational forms that guide prospects through a series of questions, capturing data that can be exported to CRMs or spreadsheets. TARS can be embedded on websites, landing pages, or shared via a unique URL. The platform is popular for its simplicity and the ability to create conversational landing pages that convert visitors into leads. For financial advisors, TARS can be used to pre‑qualify clients, collect basic financial information, and route leads to the advisory team. TARS offers integration with tools like HubSpot, Zapier, and Google Sheets. Pricing for TARS starts at $49 per month for the Basic plan and scales up to $199 per month for the Enterprise plan. While TARS is easy to use, it lacks advanced AI features such as a knowledge graph, long‑term memory, or a course builder.