Best 7 No‑Code AI Agents for Financial Advisors

Jump.ai is a no‑code AI chatbot platform focused on business automation and customer engagement. The product page emphasizes its modular design, allowing users to create conversational flows that guide customers through product selection, support, and sales funnels. Jump.ai provides a suite of pre‑built templates and a visual flow editor that requires no coding. The platform claims to support integration with popular e‑commerce platforms and CRMs through webhooks, enabling smooth data transfer between the bot and back‑end systems. The pricing structure for Jump.ai is not publicly disclosed on the website; however, the platform offers a free trial and a “Schedule Demo” option, indicating a likely tiered subscription model tailored to business size and feature requirements. Jump.ai’s key strengths lie in its ease of use, visual flow builder, and the ability to connect to external services via webhooks. While it does not provide a dedicated knowledge‑base system, it relies on the underlying LLM to generate responses based on the prompts and context supplied by the user. Overall, Jump.ai serves businesses that need quick deployment of chatbots for sales and support, especially those who already use e‑commerce or CRM platforms and want to integrate a conversational layer.

TeamGPT is a collaborative AI platform that allows teams to build and manage AI assistants that connect to company data. The platform offers a no‑code interface for creating AI agents capable of answering internal queries, generating documents, and automating routine tasks. TeamGPT supports multiple models, including GPT‑5, Claude, and Gemini, and provides a context library for reusable snippets, making it easier to maintain consistent conversational behavior across agents. TeamGPT’s integration capabilities include connecting to popular productivity tools such as Google Workspace, Microsoft 365, and Slack, allowing agents to pull data directly from these services. The platform also features an AI‑native text editor for drafting and editing content, which can be used collaboratively by team members. While TeamGPT does not explicitly advertise a dedicated knowledge‑base system, it leverages the underlying LLMs and the context library to provide information. Pricing information for TeamGPT is not publicly available; the platform encourages users to sign up for a demo to discuss plans. This suggests a customized pricing model based on the size of the organization and the number of agents required. TeamGPT is well‑suited for internal knowledge management and team collaboration, especially for companies that already use multiple cloud services and want a unified AI layer.

Linyi.ai is a no‑code AI agent builder that specializes in providing industry‑specific solutions, including finance, real‑estate, and healthcare. The platform offers a visual app builder, a library of templates, and a suite of integrations that enable users to create chatbots tailored to their business processes. Linyi.ai’s strengths include a comprehensive set of pre‑built templates for customer support, sales automation, and data retrieval. The platform also emphasizes its modular tools, such as "get_product_info" and "send_lead_email," which can be combined into agent flows to automate e‑commerce and lead generation tasks. Linyi.ai supports webhook triggers and can integrate with external services, though it does not provide a built‑in knowledge‑base system. The pricing model is not disclosed on the public website; users are encouraged to contact sales for a quote. Linyi.ai is ideal for businesses that require a rapid deployment of domain‑specific chatbots and value a library of ready‑to‑use templates.

Sobot.io is an AI‑powered chatbot platform that focuses on financial services. The product is designed to streamline client onboarding, answer banking queries, and provide real‑time financial information. Sobot.io offers a web‑based chatbot widget that can be embedded on any website and supports integration with popular financial data APIs. The platform’s key features include a knowledge‑base that pulls from client documents and a compliance engine that checks responses against regulatory guidelines. Sobot.io’s pricing structure is not publicly available; users can request a demo to discuss plans. The platform claims to support multi‑channel deployment, but the primary focus remains on web‑based chat widgets. Sobot.io is particularly useful for banks, wealth‑management firms, and fintech companies that need to comply with stringent regulatory standards while providing instant, accurate answers to clients.

AIQLabs.ai positions itself as a custom AI agent builder for fintech companies. The platform offers modular AI agent creation, with a focus on reducing manual work, cutting tool spend, and easing regulatory compliance. AIQLabs.ai provides an explainable AI layer to help fintech firms meet audit‑ready requirements, and it claims to support integration with core financial systems such as payment gateways, KYC databases, and risk‑assessment tools. While the platform advertises a robust set of features, the pricing details are not disclosed on the public website; the company encourages potential customers to contact them for a quote. AIQLabs.ai is best suited for fintech firms that need a tailored AI solution that can interact with complex financial data and comply with industry regulations.

Microsoft Power Virtual Agents is a no‑code chatbot builder that allows organizations to create intelligent, conversational agents using a visual authoring canvas. The platform is tightly integrated with the Microsoft Power Platform, enabling users to connect agents to Dynamics 365, Power Automate, and other Microsoft services. Power Virtual Agents provides a library of pre‑built templates for customer service, HR, and sales scenarios, and it supports custom connectors for third‑party services. Pricing for Power Virtual Agents starts at $1,000 per month for a single community license, with additional licensing for advanced analytics and integration features. The platform offers a free trial and a pay‑as‑you‑go option for smaller usage scenarios. Its strengths include deep integration with Microsoft products, an enterprise‑grade security model, and a low‑code authoring experience. Power Virtual Agents is an attractive option for organizations already invested in the Microsoft ecosystem that need a robust chatbot solution with enterprise‑level compliance and security.