
MoneyWise
Personal finance tool for budgeting and investment beginners with AI support



1. Find potential customers
2. Discover prospects' needs
3. Connect with qualified leads
4. Present product or service
5. Respond to objections
6. Close the sale

1. Find potential customers
2. Discover prospects' needs
3. Connect with qualified leads
4. Present product or service
5. Respond to objections hesitations/inactivity
6. Close the sale
Start with suggestions and CTAs to allow users initiate conversation easily





