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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.

チャットボットを作成営業担当に相談
エージェントに電話
電話を受ける
  • aston_martin_f1
  • stripe
  • yoto
  • dudeperfect
  • huberman
  • yestheory

ElevenAgentsによるfinance向けチャットボットのご紹介

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.

一度作れば、どこでも使えるチャットボット

お客様がいる場所でつながりながら、すべての会話をひとつのダッシュボードで確認できます。チャンネルを切り替える必要はありません。

Foreground

すべてのfinanceワークフローに対応するプラットフォーム

お使いのシステムと連携し、チャットボットを自社のSOPに合わせてカスタマイズできます。

ElevenLabs ElevenAgents platform
ElevenAgents scheduling UI
Integrations UI

普段使っているツールとシームレスに連携

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

ElevenLabsエージェントをSalesforceと統合ElevenLabsエージェントをSalesforceと統合
Zendesk

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

ElevenLabsエージェントをZendeskと統合ElevenLabsエージェントをZendeskと統合
Stripe

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

ElevenLabsエージェントをStripeと統合ElevenLabsエージェントをStripeと統合
ServiceNow

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

ElevenLabsエージェントをServiceNowと統合ElevenLabsエージェントをServiceNowと統合
Hubspot

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

ElevenLabsエージェントをHubspotと統合ElevenLabsエージェントをHubspotと統合
Twilio

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

ElevenLabsエージェントをTwilioと統合ElevenLabsエージェントをTwilioと統合
Zapier

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

ElevenLabsエージェントをZapierと統合ElevenLabsエージェントをZapierと統合
すべて表示

感情や文脈を理解するfinanceチャットボット

感情表現ができるチャットボットは、お客様の感情に合わせて会話を導き、重要な場面でもより良い結果へと導きます。

自然で人間らしい会話

数秒でリアルな音声をチャットボットに付与。トーンも細かく調整できるので、緊張感のある場面でも落ち着いて案内や安心感を与えられます。

Human hand-off

迅速で文脈を保った引き継ぎ

複雑なケースのためのエスカレーションルールを設定し、人間の担当者へスムーズに引き継げます。チャット履歴はCCaaS、CRM、チケッティングツールに同期され、シームレスな対応が可能です。

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.

大規模運用に対応したエンタープライズレベルのセキュリティとインフラ

Foreground

最初のfinanceチャットボットを作成

プラットフォームで構築

直感的なダッシュボードから、コード不要でfinanceチャットボットを設計・テスト・公開できます。

チャットボットを作成営業に相談
Create Agent

APIで作成

開発者向けのREST APIやSDKを使って、自社アプリにチャットボットを組み込めます。

APIキーを取得ドキュメントを読む
Create Agent APIs

よくあるご質問

チャットボットの可能性をすべて探る

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

  • こんにちは、どうお手伝いしましょうか...

    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

最もリアルな音声AIプラットフォーム

営業に相談AIエージェントを作成