Investor prospects qualified before the first call
The chatbot presents your services from your content and identifies the prospect's goal, intended amount, horizon and experience, so your advisors spend their time on the right cases.
ScanChat AI
Online
What makes you lose customers
Poorly qualified meetings
Your advisors spend time with prospects whose project doesn't fit your offer.
Repetitive questions
Fees, how it works, minimum investment: always the same questions before committing.
Hesitant visitors
Without an answer while they're researching, they put off their decision.
What ScanChat AI does for you
Answers with your content
Fees, offers, how it works: only from your pages and documents.
Qualifies the profile
Goal, amount, horizon and experience come with every prospect.
No personalised advice
The chatbot informs and guides; advice remains your advisors' job.
Consent recorded
The prospect agrees to be contacted before giving their details.
Information collected
A ready-made template for your industry that you can adapt in one click.
Up and running in 3 steps
Add your website
ScanChat AI reads your pages and documents to answer with your own information.
Pick your template
The qualification questions for your industry are pre-filled. Adjust them if needed.
Receive your leads
Every prospect lands in your dashboard, in your inbox or in your CRM.
Frequently asked questions
No. It answers from your content and makes no personalised recommendation: advice remains the responsibility of your licensed advisors.
Focus your advisors on the right cases
The chatbot informs and qualifies, your advisors advise.
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