AI assistant / Finance / F&I Optimisation
Conversational AI
Finance / F&I Optimisation
Show where additional F&I products fit, without presenting itself as regulated financial advice.
What triggers it
A customer is interested in a car and starts asking about monthly payments.
The customer's situation
They want to understand the cost and which products are worth having.
What the AI does
Explains finance options and relevant protection products in plain terms, then hands over to a qualified person.
What the dealer gains
More F&I conversations started earlier in the journey, handed to the right person.
Try it yourself
Purpose of this test: See how the AI introduces finance and protection products appropriately.
What should happen: The AI explains options and products in general terms and offers to connect you with the finance team. It does not give regulated financial advice.