Welcome Back! Login to ChatMaxima.
Enter your email and password below to sign into your account
First time here?
Create Account
Forgot Password ?
Reset Password
AI Voice financial coaching for investments & budgeting | Powered by Deepgram
Millions of people lack access to personal financial advisors — AI voice coaching is democratising wealth management at scale
Source: Deloitte AI in Financial Services Report & PwC Wealth Management Survey 2024
A structured 6-step voice coaching flow from goal discovery to personalised financial action plans
Understand the user's financial situation and aspirations
Review monthly income and expenses to identify savings opportunities
Provide tailored investment education and strategies aligned to goals
Help users prioritise and systematically reduce liabilities
Highlight tax-saving opportunities available to the user
Summarise insights and set a clear financial action plan
See how FinGuide connects voice channels, Deepgram AI processing, and your financial data systems
FinGuide integrates with voice platforms, financial data systems, and client communication tools
Web Voice Widget WhatsApp Voice Twilio Voice
Salesforce Financial Services HubSpot CRM Zoho CRM
Google Sheets Airtable Power BI
WhatsApp Business Twilio SMS SendGrid Email
Google Calendar Calendly Microsoft Outlook
Track these KPIs to measure the impact of your FinGuide Financial Coach
Deploy in minutes with our no-code builder. No technical skills required.
Connect to WhatsApp, Facebook, Instagram, Web Widget and more.
Leverage advanced AI to understand and respond to complex queries.
Track conversations, user engagement, and chatbot performance.
Sign up for free and click "Use This Bot" to clone this template to your account instantly.
Modify conversations, add your business info, and train the AI with your specific knowledge base.
Connect to your preferred channels (Web, WhatsApp, Facebook) and start engaging customers.
Complete these steps to deploy FinGuide Financial Coach on your platform
Yes! You can fully customize every aspect of this chatbot template including conversations, responses, appearance, and AI behavior. Our no-code builder makes it easy to modify without any technical skills.
Most users deploy their chatbot within 5-10 minutes. Simply clone the template, add your business information, and you're ready to go live on your preferred channels.
ChatMaxima supports multiple channels including Web Widget, WhatsApp Business, Facebook Messenger, Instagram DMs, Telegram, and more. You can deploy to multiple channels simultaneously.
Yes! ChatMaxima offers a free plan that includes basic features and usage. You can start for free and upgrade as your needs grow. Premium templates may require a paid plan.
Absolutely! ChatMaxima integrates with popular tools like Zapier, Google Sheets, CRMs, and supports custom webhooks for connecting to your existing business systems.
I've been wanting a personal financial advisor for years but the cost always put me off. FinGuide gave me exactly what I needed — a structured session that helped me organise my budget, understand my investment options, and create a clear 90-day plan. The Deepgram voice quality is incredibly natural and the conversation never felt robotic. I sent the WhatsApp summary to my wife immediately.
Accessible financial coaching, clear action plan, natural voice, excellent WhatsApp summary
Cannot integrate directly with my bank account for live spending data
After every FinGuide session I receive a detailed WhatsApp message summarising my action points, recommended allocations, and next steps. I share this with my husband and we review it together. The ability to get professional-quality financial coaching via voice and then have it summarised in writing is genuinely innovative. We've been using it weekly for two months.
WhatsApp summary quality, weekly coaching habit, couple financial planning, action clarity
Summary format could include charts or tables for better visualisation
Our company deployed FinGuide as part of our employee financial wellness programme. The response from staff has been overwhelmingly positive — employees who previously had no idea how to budget or invest now feel empowered. The Twilio voice integration works beautifully and sessions are professional and compliance-safe with appropriate disclaimers.
Corporate wellness fit, employee empowerment, Twilio quality, compliance disclaimers
Needs a team-level dashboard for HR to track usage
I have been earning well for three years but always wondered where my money went by month-end. One session with FinGuide changed that completely. It asked the right questions, identified that I was overspending on dining and subscriptions, and gave me a practical reallocation plan. I followed it for 60 days and saved more than I thought possible. Brilliant tool.
Spending pattern identification, practical reallocation advice, achievable targets, great coaching style
Would benefit from a companion mobile app for daily tracking
I've read about budgeting frameworks before but never applied them. FinGuide walked me through the 50/30/20 split interactively by asking about my income and spending, then helping me see exactly where I was leaking money. Three months later, I've saved more than I have in the past two years. This product genuinely delivers.
Interactive budget coaching, real-world application, savings impact, clear guidance
Would love a visual progress tracker alongside the voice session
| Category | AI Voice Agent, Banking |
| Industry | Finance |
| Bot Type | Voice Enabled |
| Complexity | Beginner |
| AI Model | Deepgram |
| Platforms | Web Whatsapp Twilio |
| Published | Feb 18, 2026 |
Sign up for free and start using FinGuide – AI Voice Financial Coach in minutes. Customize it to match your brand!
