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Financial advisor - Coggle Diagram
Financial advisor
Welcoming message and prompt for query
The advisor highlights the areas it can help with
User inputs an answer in natural language
They asked to learn a skill
There are courses related to their query on the platform
The advisor displays a link to the results page / the different courses.
No courses can be identified
The advisor asks for clarification
No resolution
Advisor links the website for the user to view all the courses.
They asked to learn about a specific product
The advisor links the webpage for the product
The advisor asks if they would like to schedule an appointed
An appointment is booked?
The question has preset answers
The advisor presents the possible answers and asks if the advice was helpful;
The advice was not helpful
The advisor asks if they would like to schedule an appointed
The user wants to be guided on acc opening
The advisor walks the person through the opening process
The user goes through the actual process
The user wants to use a tool or calculator
The advisor breaks down the available tools
The user chooses the tool
User gives the inputs and gets a results
The user wants to plan an investment for their family
The advisor asks a set of profiling questions
Based of a preset logic advice on products is given
An appointment is booked with bank staff