The builders of chatbots shouldn’t be asking themselves, “How do I implement geolocation push alerts this month?” but “When and how do I use the notifications based on location, ensuring the client gets a sense of gratitude for having been notified contextually of a potential gain, instead of just annoyed if they perceive it as mindless marketing?” They should consider how to become that trusted and invaluable advisor that the consumer turns to when needing help with their money.

