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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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  • aston_martin_f1
  • stripe
  • yoto
  • dudeperfect
  • huberman
  • yestheory

Découvrez les chatbots pour finance par 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.

Créez votre chatbot une fois, utilisez-le partout

Échangez avec vos clients là où ils se trouvent, tout en gardant une vue sur chaque conversation depuis un seul tableau de bord, sans changer de canal.

Foreground

Une seule plateforme pour chaque workflow finance

Connectez-vous à vos systèmes et personnalisez votre chatbot pour qu’il suive exactement vos procédures.

ElevenLabs ElevenAgents platform
ElevenAgents scheduling UI
Integrations UI

Intégrez facilement avec les outils que vous utilisez déjà

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

Intégrez ElevenLabs Agents avec SalesforceIntégrez ElevenLabs Agents avec Salesforce
Zendesk

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

Intégrez ElevenLabs Agents avec ZendeskIntégrez ElevenLabs Agents avec Zendesk
Stripe

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

Intégrez ElevenLabs Agents avec StripeIntégrez ElevenLabs Agents avec 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

Intégrez ElevenLabs Agents avec HubspotIntégrez ElevenLabs Agents avec Hubspot
Twilio

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

Intégrez ElevenLabs Agents avec TwilioIntégrez ElevenLabs Agents avec Twilio
Zapier

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

Intégrez ElevenLabs Agents avec ZapierIntégrez ElevenLabs Agents avec Zapier
Voir tout

Des chatbots finance qui comprennent les émotions et le contexte

Les chatbots expressifs s’adaptent aux émotions réelles des clients et guident chaque échange vers une meilleure issue, même dans les situations délicates.

Des conversations naturelles et humaines

Offrez à votre chatbot une voix réaliste en quelques secondes. Contrôlez le ton pour qu’il puisse désamorcer, guider et rassurer vos clients, même sous pression.

Human hand-off

Transferts rapides et riches en contexte

Définissez des règles d’escalade pour les cas complexes, puis transférez à un humain. L’historique complet du chat est synchronisé avec votre CCaaS, CRM et outils de ticketing pour un passage fluide.

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.

Sécurité et infrastructure de niveau entreprise à grande échelle

Foreground

Créez votre premier chatbot finance

Créez sur la plateforme

Concevez, testez et déployez votre chatbot finance depuis un tableau de bord intuitif, sans coder.

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Create Agent

Construire avec l’API

Intégrez le chatbot à vos propres applications grâce à notre API REST et nos SDK pensés pour les développeurs.

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Create Agent APIs

Questions fréquentes

Découvrez toutes les possibilités de nos chatbots

  • Salut, comment puis-je vous aider...

    Business

    AI chatbots for business that handle support, qualify leads, and automate customer conversations 24/7 - without adding headcount. Deploy across your website, phone, and messaging channels in minutes.

    business

  • Salut, comment puis-je vous aider...

    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

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    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

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    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

  • Salut, comment puis-je vous aider...

    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

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