Live Chat for Financial Advisors Websites: How to Add It
Want a chatbot? Here's how to add one. Explain your advisory services, fees and process with a clear site, FAQ and consultation request form, plus a chat widget you select.
Challenges Financial Advisors face
Fee structure questions: Prospects want to know whether you charge a percentage of assets, flat fees or commissions before they reach out.
Minimums scare people off: Visitors cannot tell whether you work with their account size, so many leave without asking.
Compliance makes you cautious: Every public statement has to fit advertising rules, so casual chat replies feel risky.
Sensitive data arrives unasked: People sometimes paste account numbers or tax details into a generic contact form.
How We.Inc helps
How we work page: The AI drafts a section on your process, services and who you serve, which you review before publishing.
Fees and minimums FAQ: Plain answers on how you are paid and what account sizes you accept, written in language you approve.
Consultation request form: Collects name, contact and general topic only, then emails you so you can reply through your normal channels.
Chat widget you control: Paste the embed code of a chat tool your firm approves and the AI adds it to the site.
Frequently asked questions
Is we.inc a compliance or archiving tool?
No. Review all site copy against FINRA, SEC or state rules and your firm's policies. We.inc does not archive communications for you.
Can the form collect account or Social Security numbers?
It should not. Keep the form to basic contact details and handle anything sensitive through your secure systems.
Does we.inc give me a trained financial chatbot?
No. The AI builds the site, FAQ and form. Any chat widget is a third-party tool you choose, approve and configure.
What does it cost?
Free covers up to 3 template sites on a we.inc address, without AI. AI building starts at $20 a month, and custom domains need a paid plan.
We.Inc is an AI-powered website builder you can resell under your own brand. Launch a branded client dashboard, bill on Stripe Connect, and deliver AI-generated websites in minutes. White-label plans start at $99 a month for 25 client sites, with a 7-day free trial and no per-site fees.
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