Chatbot for Financial Advisors
Convert website visitors into qualified prospects
Mika answers questions about your services, specialties, and process. When a visitor needs financial guidance, Mika captures their situation and sends you a qualified lead so you can follow up with the right solution.
The Problem
Sound familiar? These are the leads you are losing right now.
Prospects visit your website in the evening to compare advisors. Your site has a phone number and a contact form. They are not ready to call yet, so they research three more firms and forget yours.
New inquiries arrive with zero context. 'I need a financial advisor.' Your team calls back and spends 20 minutes on discovery before knowing if the prospect is even a fit.
Visitors sometimes drop sensitive financial details into contact forms or chat. Most chat tools store that data indefinitely on third-party servers, creating compliance risk under GLBA and state regulations.
“Trust is everything in financial services. If a prospect visits your website and feels uncertain about data privacy or cannot get basic questions answered, they will choose the advisor who makes them feel secure from the first interaction.”
Built-in Compliance Disclaimer
Mika includes a built-in compliance disclaimer that visitors accept before chatting, making it clear the conversation is informational only and does not constitute financial advice. Zero-Storage Privacy Mode ensures no conversations or PII are stored. SSNs and account numbers are redacted before reaching any AI model, and lead notifications use encrypted links that expire after 2 hours.
Why Financial Advisors Need a Chatbot
Capture prospects after hours
Most people research financial advisors in the evening, after work. Mika is on your site 24/7, answering questions about your services and capturing prospect information when your office is closed.
Pre-qualify by service need
Mika asks about the visitor's financial situation, goals, and timeline. You receive a pre-qualified lead with context instead of a vague contact form submission.
Protect sensitive information
Visitors sometimes share account numbers or Social Security Numbers in chat. Zero-Storage Privacy Mode redacts PII before it reaches any AI model and stores nothing in any database.
Serve a diverse client base
Mika responds in any of 8 languages automatically, making your practice accessible to every community in your service area without hiring multilingual staff.
Before Mika vs. After Mika
Real scenarios that happen every day on your website.
Without Mika
A tech executive is considering a financial advisor after a liquidity event. They visit your site at 11pm, see a contact form, and bookmark your page. They never come back.
With Mika
Mika asks about their financial goals, timeline, and service needs. You wake up to a qualified prospect with enough context to prepare a tailored first call.
Without Mika
A small business owner types their SSN into your chat widget while asking about tax-advantaged retirement accounts. That SSN is now stored on a third-party server.
With Mika
Mika's privacy mode redacts the SSN before it reaches any AI model. No sensitive data is stored. The lead notification uses an encrypted link that expires after 2 hours.
Without Mika
A Spanish-speaking family wants help with college savings planning. Your English-only website makes them unsure if you can help. They find a bilingual advisor.
With Mika
Mika greets them in Spanish, explains your 529 plan advisory services, and captures their family situation for a bilingual follow-up call.
What Visitors Ask
These are real questions Mika handles for financial advisors every day.
Real-World Scenarios
A visitor asks about retirement planning at 9pm and Mika captures their age, current savings range, and goals for a next-day consultation
Someone asks about rolling over a 401(k) from a previous employer and Mika explains your process, then captures their info
A Spanish-speaking prospect asks about wealth management services and Mika responds in fluent Spanish with your service overview
Frequently Asked Questions
Will Mika give financial advice?
No. Mika shares general information about your services, specialties, and process. It never provides financial advice, investment recommendations, or account-specific guidance.
How does Zero-Storage Privacy Mode protect sensitive data?
When privacy mode is enabled, no conversations, messages, or visitor details are stored in any database. PII like Social Security Numbers, account numbers, and phone numbers are redacted before reaching the AI. Lead notifications are sent as encrypted links that expire after 2 hours.
Is this compliant with GLBA and state privacy regulations?
Mika's zero-storage mode ensures no client financial data persists on our servers. Combined with encryption in transit and at rest, data isolation per firm, and configurable compliance disclaimers, Mika is built for regulated industries.
How does Mika qualify financial planning leads?
Mika asks structured questions about the visitor's goals, timeline, and situation. You define the questions during setup based on what your team normally asks in a discovery call.
Car Dealership?
Mika connects to your live vehicle inventory, shows photo cards in chat, and books test drives 24/7. Dedicated dealership plans with full onboarding included.
Starting from $350/mo — 1 month free trial
From the Blog
Why Contact Forms Fail Financial Advisors
81% of visitors abandon web forms before submitting. Learn why the contact form is holding your business back and what to do instead.
Read: The Contact Form Is Dead →Ready to capture more leads from your website?
Mika is live on your site in under an hour. Start free.