AI Chatbot for Financial Advisors
Explain your planning process, fee structure, and account minimums to every visitor - and book discovery calls only with the prospects who fit.
♾️ Lifetime License available
Discovery calls with the wrong prospects waste hours
Sample conversation
A typical Financial Advisors conversation
Comparison
Generic chatbot vs SleekAI for Financial Advisors
Generic chatbot
- Doesn't know your minimums or fee structure
- Recommends specific securities or tax moves
- Confuses fee-only with fee-based
- Misses CFP, ChFC, and other credential nuances
- Skips compliance disclosures
SleekAI chatbot
- Quotes your actual fees and minimums from your service pages
- Frames every response as general information, not advice
- Screens prospects against your ideal client profile
- Logs the conversation so the advisor walks in informed
- Surfaces ADV Part 2 and CRS links automatically
Features
What SleekAI gives you for Financial Advisors
Compliance-aware framing
System prompts tell SleekAI to share general planning concepts, never recommend specific securities, and link to your ADV when asked.
Pre-qualifies prospects
Capture investable assets, age, and goals before the discovery call so advisors only meet prospects who fit your minimums.
Explains your process
Walks visitors through your planning framework - data gathering, plan delivery, ongoing reviews - without an advisor in the loop.
Use cases
Where Financial Advisors use this chatbot
Prospect screening
Surface investable assets, household situation, and time horizon before booking - skip the unfit-fit discovery calls.
Disclosure routing
Visitors who ask about fees or conflicts get pointed to your Form ADV Part 2 and Form CRS automatically.
Discovery booking
Hand off qualified leads to Calendly or HubSpot with the conversation summary attached for the advisor.
Questions
Common questions about SleekAI for Financial Advisors
No. SleekAI's system prompt is configured to share general planning concepts and your firm's services without recommending specific securities or making personalized recommendations.
Yes. Add ADV Part 2A, ADV Part 2B, and Form CRS as PDFs or pages and SleekAI will link them when prospects ask about fees, conflicts, or your firm.
SleekAI hands off to any scheduler you embed on the page. The bot collects email and context, then directs the prospect into your existing booking flow.
Logs are stored in your WordPress database. Many advisors export them to their CRM or compliance archive on a recurring schedule.
Yes. Run a retirement-planning bot on retirement pages and a 401(k)-rollover bot on rollover pages using the multibot feature and 28+ display conditions.
Claude Sonnet and GPT-4o both perform well for compliance-sensitive copy. Bring your own key for OpenAI, Anthropic, Google, or OpenRouter.
Pricing
More than 1000+
happy customers
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
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The Bundle (unlimited sites)
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What’s included
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SleekAI
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SleekByte
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SleekMotion
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SleekPixel
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SleekRank
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SleekView
€749
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