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ElevenAgents

Finance AI Chatbot: Top Tools, Use Cases and How to Choose

Finance AI chatbots that handle customer inquiries, account lookups, fraud alerts, and FP&A workflows around the clock - with the security and compliance controls your teams require.

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Presentamos chatbots para finance de ElevenAgents

Automate finance workflows without compromising trust

Finance AI chatbots handle routine support, lead qualification, and internal workflows across every channel. So your teams focus on decisions that require human judgment, not repetitive tasks.

Resolve more inquiries without adding headcount

Handle high-volume account questions, transaction lookups, and policy FAQs around the clock. Reducing cost per contact and freeing your support teams for complex cases that need a human touch.

Deploy across every channel your customers use

Design your finance chatbot once and deploy it across web, mobile, WhatsApp, and voice. With consistent responses in 70+ languages, so every customer gets accurate answers wherever they reach you.

Meet the compliance requirements finance demands

SOC 2 Type II, ISO 27001, PCI DSS Level 1, and GDPR controls built in from the start. With zero retention, end-to-end encryption, and regional data residency for sensitive financial data.

Crea tu chatbot una vez y úsalo en todas partes

Conecta con tus clientes donde estén y gestiona todas las conversaciones desde un solo panel, sin saltar entre canales.

Foreground

Una sola plataforma para todos los workflows de finance

Conecta con tus sistemas y personaliza tu chatbot para que siga exactamente tus SOPs.

ElevenLabs ElevenAgents platform
ElevenAgents scheduling UI
Integrations UI

Integra fácilmente con las herramientas que ya usas

Connect your finance chatbot to your CRM, payment, and support systems - so customer data, transaction context, and case history are available in every conversation, no manual lookups needed.

Salesforce

Real-time CRM integration that transforms customer data into intelligent voice conversations with enterprise-grade reliability

Integra ElevenLabs Agents con SalesforceIntegra ElevenLabs Agents con Salesforce
Zendesk

Enable intelligent voice-first customer support with real-time ticket resolution and automated support workflows

Integra ElevenLabs Agents con ZendeskIntegra ElevenLabs Agents con Zendesk
Stripe

Enable real-time voice commerce with conversational payment experiences through your AI agents - powered by Stripe.

Integra ElevenLabs Agents con StripeIntegra ElevenLabs Agents con Stripe
ServiceNow

Build voice-first service automation that scales conversations without scaling headcount

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Hubspot

Power your AI voice agents with rich CRM context for personalized, real-time customer interactions

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Twilio

Use AI Voice Agents with your Twilio phone numbers for seamless, automated inbound and outbound calls

Integra ElevenLabs Agents con TwilioIntegra ElevenLabs Agents con Twilio
Zapier

Turn your voice AI agents into action-driven assistants that execute real-world tasks across thousands of apps without custom coding.

Integra ElevenLabs Agents con ZapierIntegra ElevenLabs Agents con Zapier
Ver todo

Chatbots de finance que entienden emociones y contexto

Chatbots expresivos que se adaptan a las emociones reales de tus clientes y guían cada conversación hacia el mejor resultado, incluso en situaciones delicadas.

Conversaciones naturales y humanas

Dale a tu chatbot una voz realista en segundos. Controla el tono como nunca antes para que pueda calmar, guiar y tranquilizar a tus clientes, incluso bajo presión.

Transferencias rápidas y con contexto

Define reglas de escalado para casos complejos y transfiere a humanos cuando sea necesario. Todo el historial de chat se sincroniza con tu CCaaS, CRM y sistema de tickets para una transición fluida.

Human hand-off

24/7 account and transaction support

Resolve balance inquiries, payment status checks, plan questions, and dispute intake automatically. Giving customers accurate answers at any hour without wait times.

Lead qualification and advisor routing

Capture financial goals, product interest, and risk tolerance through structured conversation. Then route qualified prospects to the right advisor or product team at the right moment.

Knowledge base and RAG-grounded responses

Connect your internal product documentation, policy guides, and rate sheets so every chatbot response is grounded in current, verified information. Not a static training snapshot.

Fraud and alert notifications

Surface real-time fraud alerts, account flags, and verification prompts through conversational flows. Reducing friction for legitimate customers while maintaining security controls.

Workflow builder with human handoff

Define deterministic conversation steps, guardrails, and escalation rules with a visual workflow builder. So agents follow compliant paths and hand off to human staff when the stakes require it.

Multilingual omnichannel deployment

Serve retail banking customers, enterprise finance teams, and fintech users in 70+ languages across web chat, voice, and messaging. With consistent tone and accuracy across every channel.

Seguridad e infraestructura a escala para empresas

Foreground

Crea tu primer chatbot de finance

Crea en la plataforma

Diseña, prueba y lanza tu chatbot de finance desde un panel intuitivo, sin necesidad de programar.

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Crea con la API

Integra el chatbot en tus propias aplicaciones usando nuestra REST API y SDKs para desarrolladores.

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Create Agent APIs

Preguntas frecuentes

Descubre todo lo que puedes hacer con nuestros Chatbots

  • Hola, ¿en qué puedo ayudarte...

    Automotive industry

    Capture leads, book test drives, and answer inventory and financing questions around the clock. With AI chatbots built for car dealerships and automotive groups.

    automotive industry

  • Hola, ¿en qué puedo ayudarte...

    Call center

    Deploy AI chatbots that resolve customer issues across voice and chat. 24/7, no hold times. ElevenAgents manages intake, authentication, account lookups, and warm handoffs to live agents when it matters.

    call center

  • Hola, ¿en qué puedo ayudarte...

    Small business

    Handle customer questions, book appointments, and qualify leads 24/7 - without adding headcount. Deploy a voice-capable AI chatbot across your website, WhatsApp, and phone in hours, not weeks.

    small business

  • Hola, ¿en qué puedo ayudarte...

    Event management

    AI chatbots for event management that handle attendee questions, automate registration, and deliver real-time schedule updates - so your team focuses on the event, not the inbox.

    event management

  • Hola, ¿en qué puedo ayudarte...

    Ecommerce

    ElevenAgents handles the questions, recommendations, and follow-ups your team can't cover around the clock - so shoppers get answers the moment they need them, and your support queue stays manageable.

    ecommerce

  • Hola, ¿en qué puedo ayudarte...

    Banking

    AI voice and chat agents that handle account inquiries, card management, fraud alerts, loan pre-qualification, and more - across every channel your customers use, with audit-ready transcripts and PCI-aware architecture.

    banking

  • Hola, ¿en qué puedo ayudarte...

    B2b

    B2B chatbots that qualify leads, route pipeline, and resolve support requests around the clock - so your revenue team focuses on the conversations that close.

    b2b

  • Hola, ¿en qué puedo ayudarte...

    Airlines

    Airline chatbots handling bookings, check-in, flight status, rebooking, and baggage support - across web, mobile, and WhatsApp - so passengers get instant answers and your agents focus on what matters.

    airlines

  • Hola, ¿en qué puedo ayudarte...

    Hr-recruiting

    AI recruiting and HR chatbots that screen candidates, schedule interviews, answer employee questions, and sync with your ATS - so your team spends less time on repetitive tasks and more time on the hires that matter.

    hr-recruiting

  • Hola, ¿en qué puedo ayudarte...

    Law

    AI chatbots for law firms and legal teams. Automating client intake, matter qualification, consultation scheduling, and practice area FAQs across every channel, without replacing attorney judgment.

    law

  • Hola, ¿en qué puedo ayudarte...

    Sales

    AI sales chatbots that qualify leads, book demos, and move buyers through the pipeline. 24 hours a day, across every channel your team already uses.

    sales

  • Hola, ¿en qué puedo ayudarte...

    Saas

    AI chatbot for SaaS that deflects support tickets, guides user onboarding, qualifies leads, and integrates with your CRM and helpdesk. Available 24/7 across every channel your users prefer.

    saas

  • Hola, ¿en qué puedo ayudarte...

    Travel

    Build AI chatbots that plan personalized itineraries, answer traveler questions around the clock, and automate booking support. Across web, WhatsApp, and voice, in 70+ languages.

    travel

  • Hola, ¿en qué puedo ayudarte...

    Retail

    Handle order tracking, returns, product discovery, and post-purchase support, 24/7, across every channel, in 70+ languages. Resolve WISMO instantly, recover abandoned carts, and scale through peak season without adding headcount.

    retail

  • Hola, ¿en qué puedo ayudarte...

    Real estate

    Capture, qualify, and schedule serious buyers 24/7. Never miss a lead. Our agents handle listing inquiries, budget screening, and showing bookings across web, phone, and messaging, syncing every contact to your CRM.

    real estate

  • Hola, ¿en qué puedo ayudarte...

    Property management

    Handle tenant questions, maintenance requests, and leasing inquiries 24/7. Without adding headcount. Capture leads, triage issues, and schedule showings across your site and messaging channels.

    property management

  • Hola, ¿en qué puedo ayudarte...

    Procurement

    ElevenAgents automates the repetitive work across your source-to-pay cycle - routing requisitions, handling supplier queries, chasing invoices, and enforcing buying policies - so your team focuses on strategic sourcing.

    procurement

  • Hola, ¿en qué puedo ayudarte...

    Mental health

    Build voice-first mental health chatbots that support users 24/7 - with emotionally expressive voices, sub-second response times, and enterprise-grade privacy built in from the start.

    mental health

  • Hola, ¿en qué puedo ayudarte...

    Marketing agencies

    AI chatbots that capture leads, qualify prospects, and automate client workflows - built for marketing agencies managing multiple accounts across every channel.

    marketing agencies

  • Hola, ¿en qué puedo ayudarte...

    It operations

    AI agents handle password resets, access requests, incident triage, onboarding, and runbook automation - deflecting Tier-1 tickets, resolving issues instantly across voice and chat, and integrating with your ITSM stack.

    it operations

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