AI Chatbot for Financial ServicesAnswer queries & generate qualified leads
Handle product enquiries, guide clients through onboarding, and qualify leads — instantly, from your approved content — without burdening your advisors.
“I need help before I make my next decision.”
The problems Financial Services businesses face — solved
Jennox is purpose-built to eliminate the friction that holds financial services businesses back.
Long response times frustrate clients and damage trust
Jennox responds to every client enquiry in seconds — 24/7. Common product FAQs, eligibility queries, and onboarding questions answered without advisor involvement.
Advisors spending time on repetitive non-billable queries
Jennox handles the high-volume, low-complexity queries so advisors focus on advice that requires their professional expertise and genuinely adds value.
Risk of staff giving non-compliant responses under pressure
Jennox answers only from your approved knowledge base. It does not provide regulated financial advice — it directs clients to advisors for that.
Jennox features built for Financial Services
Everything your financial services business needs to automate conversations, capture leads, and deliver 24/7 support.
Product FAQ Automation
Answers questions about savings rates, eligibility criteria, product features, and processes — from your approved content only.
Client Lead Capture
Captures client name, email and enquiry type, saves them to the CRM, and can hand a conversation to an advisor who is online.
Advisor Consultation Booking
Clients book consultations and discovery calls directly through the chatbot, with bookings added to a connected Google or Outlook calendar.
Compliance-First Design
Jennox answers only from your approved knowledge base and never provides regulated financial advice — always directing to qualified advisors.
Multilingual Client Support
Replies in the language each client writes in. Useful for firms serving international clients.
Enquiry Analytics
See which pages generate the most enquiries, what clients ask most, and where conversations drop off.
Before Jennox vs After Jennox
See how Jennox transforms the most common customer interactions for financial services businesses.
What Financial Services businesses achieve with Jennox
24/7
answers from your approved content only
Advisors
handle anything that needs advice
In chat
consultation booking
CRM
every enquiry saved as a contact
AI chatbot for Financial Services — FAQ
Common questions about using Jennox in financial services. Can't find your answer? Ask us directly.
More questions? View all frequently asked questions
Jennox works across every industry
Ready to transform your financial services business?
Bring customer conversations, leads, and bookings into one platform. Start free — no credit card required.