CRM refers to all the practices, tools, and techniques that a business uses to generate and nurture its leads. One such tool that it can make use of is this chatbot template that lets a financial service company, especially a trading platform, open a trading and Demat account without ever redirecting the customers to the application portal. The financial services sector can use this stock broker CRM to collect a wide range of details through an automated conversation and contact the customers through emails to let them track the application status whenever they want to. Additionally, it can be used to provide a range of other financial products to the customers.