A meeting with a banker, booked in a message
Financial Services & Banking: book a banker or advisor meeting. We set up your business profile in ChatGPT for free; the plug-in works from it.
Business banking, personal banking and lending meetings.
Branch openings from your published hours.
It never asks for account or ID numbers.
- Business banking meeting, 30 min
- Open Wednesday: 09:30, 11:00, 14:00
An illustrative Financial Services & Banking example. First Harbor Bank is a made-up business.
How the plug-in works for Financial Services & Banking
Opening a business account or discussing a loan still starts with a conversation. Customers want to book that conversation without calling a branch. A plug-in shows meeting types and openings and sends the request to your team.
The customer asks for a time, the plug-in shows your services and the open slots on that day, and once they pick one it sends your team an appointment request with a reference. General questions about products, branches and how to get started are answered from your business profile.
Your team confirms every appointment itself. The plug-in never takes payment and only shares what you have published. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
The Financial Services & Banking plug-in is available to businesses in any country. Free setup of your business profile in ChatGPT is for US businesses for now; outside the US, choose a plug-in plan and we confirm your setup with you. Plug-in plans are $24.99 a month or $199 a year, paid through Stripe.
Where it pays off
A banking meeting requested for Wednesday.
Booked with the right team.
Hours and location from your profile.
A reference check instead of a call.
What your customers can do
What the Financial Services & Banking plug-in does
Main function: Book a banker or advisor meeting.
Starter prompts
- Book a banker or advisor meeting
- What do I need to open an account?
- How do I contact the business?
Tools
- find_meeting_slots
List bookable meeting options and the open times on a day, from the business's published hours. Creates nothing. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- request_meeting
Send a request for a meeting at an open time to the business. Use only once the customer has picked a time. The business confirms the appointment. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- get_meeting_status
Look up the status of a request by its reference.
- get_business_info
Answer a general question about this financial services & banking business using only its published profile: products, branches and how to get started. Creates nothing. If the profile does not cover the question, say so and use get_contact. Information and scheduling only: never give financial, investment, tax or legal advice, and never ask for account numbers or ID numbers.
- get_contact
Return the business's published contact details and opening hours for anything the other tools cannot do.
Included in every plug-in
Built from your profile
Your hours, services, location and contact details are the source, so answers stay on topic for your business.
Made for your industry
Each of the 80+ industries has a standard plug-in with the questions and enquiry steps that kind of business needs.
Enquiries reach your team
When a customer wants a quote, booking or call back, the request is sent to you to follow up.
Stays in step
Update your business profile and the plug-in reflects it. No separate content to maintain.
Pricing
Prices in US dollars. Plug-in plans are paid through Stripe after we confirm your plan with you; your card details stay with Stripe. Who it's for and how you pay
Get started with the Financial Services & Banking plug-in
US businesses get their ChatGPT profile set up free. Businesses anywhere can add the plug-in.
Financial Services & Banking plug-in: common questions
- What does the Financial Services & Banking plug-in do?
- Its main function is: book a banker or advisor meeting. The customer asks for a time, the plug-in shows your services and the open slots on that day, and once they pick one it sends your team an appointment request with a reference.
- Can it check balances or move money?
- No. It has no access to accounts and never asks for account details.
- Does it give financial advice?
- No. It schedules only.
- Does the plug-in take payment or confirm on my behalf?
- No. It sends your team a appointment with a reference, and you confirm it and take payment your usual way.
- What does it cost?
- Setting up your business profile in ChatGPT is $0 for US businesses. The Financial Services & Banking plug-in is $24.99 a month or $199 a year, in US dollars, wherever your business is.
- Can a financial services & banking business outside the US use the plug-in?
- Yes. The Financial Services & Banking plug-in works for businesses anywhere in the world. The free business profile setup is for US businesses for now; outside the US, choose a plug-in plan and we confirm what your setup includes before you pay.
- How do I pay for the plug-in?
- Through Stripe, after we confirm your plan with you. You enter your card details with Stripe, never on this site. The monthly plan can be cancelled at any time, and the free US profile setup needs no payment.
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