4 smart ways people are using Ashlee, the Raiz Chatbot 🤖 - Raiz Invest

More and more Raiz users have been actively engaging with our Chatbot, Ashlee, in order to take control of and improve their financial situation. Because Ashlee is a personalised experience you can chat to her in a natural way – well nearly natural.

Ashlee – the intelligent chatbot is available through Facebook Messenger (search “Raiz Chatbot”), and can answer general questions about the market, specific questions related to your account, any support questions you have, your spending habits, and Raiz features, all without having to log into the app.

For a list of questions, check out ‘Ask Ashlee – Raiz Intelligent Chatbot Questions’.

Here are 4 smart ways that others are currently using Ashlee:

 

1. Track your Raiz balance.

Ashlee has got you all sorted if you ever find yourself wanting to know your balance, but don’t want to login to the app. This provides an easy way to see if your investment has landed in your account, if your withdrawal has processed successfully, or to keep track of you balance.

2. Check your account performance.

You can ask Ashlee for accounts returns for the last day, month, or year. Some users prefer this way now as they can keep track of their past performance through the message history.

3. Learn about your spending habits.

Ashlee can offer tips and insights into your spending patterns based off your historic purchases and income. She can tell you how much you’re currently spending, and even project future cashflow to help you understand if you could save more or afford to eat out that night.

Some examples how users have done this include:

• Checking your spending habits to see if how much you saved last month.

• Find out how many days it will take before you save a specified amount of money.

• Track individual categories to see where you spend your money. The categories we can track are shopping, food and dining, taxi/ride sharing, health and fitness, entertainment, insurance and many more.

4. Get answers to support questions about Raiz features

Ashlee can answer questions regarding Raiz features products and functions, making for a quick way to find answers to general customer support queries.

General customer support questions can range from learning more about specific features to word terms such as statements and dividends.

Ashlee’s purpose here isn’t to replace standard customer support channels, but rather add an extra layer on top, and allow users to quickly find answers to minor questions outside of traditional business hours.

 

To use, just go into your Facebook Messenger app and search for ‘Raiz Chatbot’. Please note, you will need a Facebook Messenger account to access the Chatbot.

 

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Don’t have the Raiz App?

Download it for free in the App store or the Webapp below:

 

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If you have read all or any part of our email, website, or communication then you need to know that this is factual information and general advice only. This means it does not consider any person’s particular financial objectives, financial situation, or financial needs. If you are an investor, you should consult a licensed adviser before acting on any information to fully understand the benefits and risk associated with the product. This is your call but that is what you should do.

You may be surprised to learn that RAIZ Invest Australia Limited (ABN 26 604 402 815) (Raiz), an authorised representative AFSL 434776 prepared this information.

We are not allowed, and have not prepared this information to offer financial product advice or a recommendation in relation to any investments or securities. If we did give you personal advice, which we did not, then the use of the Raiz App would be a lot more expensive than the current pricing – sorry but true. You therefore should not rely on this information to make investment decisions, because it was not about you for once, and unfortunately, we cannot advise you on who or what you can rely on – again sorry.

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The risks and fees for investing are fully set out in the PDS and include the risks that would ordinarily apply to investing. You should note, as illustrated by the global financial crisis of 2008, that sometimes  not even professionals in the financial services sector understand the ordinary risks of investing – because by their nature many risks are unknown – but you still need to give it a go and try to understand the risks set out in the PDS.

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