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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

Scopri i chatbot per finance creati da 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 il tuo chatbot una volta sola e usalo ovunque

Resta in contatto con i tuoi clienti ovunque si trovino, visualizzando tutte le conversazioni da un'unica dashboard senza dover passare da un canale all'altro.

Foreground

Un'unica piattaforma per ogni workflow di finance

Collega i tuoi sistemi operativi e personalizza il chatbot per seguire esattamente le tue SOP.

ElevenLabs ElevenAgents platform
ElevenAgents scheduling UI
Integrations UI

Integra facilmente con gli strumenti che già usi

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

Integra ElevenLabs Agents con ServiceNowIntegra ElevenLabs Agents con ServiceNow
Hubspot

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

Integra ElevenLabs Agents con HubspotIntegra ElevenLabs Agents con Hubspot
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
Vedi tutto

Chatbot per finance che comprendono emozioni e contesto

I chatbot espressivi si adattano alle emozioni reali dei clienti, guidando ogni conversazione verso risultati migliori anche nei momenti più delicati.

Conversazioni naturali e umane

Dai al tuo chatbot una voce realistica in pochi secondi. Controlla il tono come mai prima, così può calmare, guidare e rassicurare i clienti anche sotto pressione.

Human hand-off

Passaggi rapidi e ricchi di contesto

Definisci le regole di escalation per i casi complessi e passa la conversazione a una persona. L’intera cronologia chat viene sincronizzata con CCaaS, CRM e sistemi di ticketing per un passaggio senza interruzioni.

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.

Sicurezza e infrastruttura di livello enterprise su larga scala

Foreground

Crea il tuo primo chatbot per finance

Crea sulla piattaforma

Progetta, testa e pubblica il tuo chatbot per finance da una dashboard intuitiva, senza bisogno di codice.

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Costruisci con l’API

Integra il chatbot nelle tue applicazioni usando la nostra REST API e gli SDK pensati per gli sviluppatori.

Ottieni chiave APILeggi la documentazione
Create Agent APIs

Domande frequenti

Scopri tutte le possibilità dei nostri Chatbot

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    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.

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    Marketing agencies

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

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La piattaforma di voice AI più realistica

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