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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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Apresentando chatbots para finance com 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.

Crie seu chatbot uma vez e use em todos os canais

Converse com seus clientes onde eles estiverem, acompanhando todas as conversas em um único painel, sem precisar alternar entre canais.

ElevenAgents website chatbot UI with a sample conversation

Adicione seu chatbot ao seu site personalizado ou em construtores como Webflow, Squarespace, Framer ou Lovable.

Adicione seu chatbot ao seu site personalizado ou em construtores como Webflow, Squarespace, Framer ou Lovable.

ElevenAgents website chatbot UI with a sample conversation

Permita que seus clientes enviem mensagens para o chatbot por SMS e recebam respostas instantâneas onde estiverem.

Dê voz ao seu chatbot em poucos cliques e deixe que ele atenda ou faça ligações para você.

Fale com seus clientes no WhatsApp com uma experiência de conversa totalmente automatizada.

Automatize conversas por e-mail e ofereça suporte rápido e consistente direto na caixa de entrada do cliente.

Uma plataforma para todo o fluxo de trabalho de finance

Conecte aos seus sistemas e personalize o chatbot para seguir exatamente seus processos.

ElevenLabs ElevenAgents platform
ElevenAgents scheduling UI
Integrations UI

Integre facilmente com as ferramentas que você já usa

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

Integre ElevenLabs Agents com SalesforceIntegre ElevenLabs Agents com Salesforce
Zendesk

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

Integre ElevenLabs Agents com ZendeskIntegre ElevenLabs Agents com Zendesk
Stripe

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

Integre ElevenLabs Agents com StripeIntegre ElevenLabs Agents com Stripe
ServiceNow

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

Integre ElevenLabs Agents com ServiceNowIntegre ElevenLabs Agents com ServiceNow
Hubspot

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

Integre ElevenLabs Agents com HubspotIntegre ElevenLabs Agents com Hubspot
Twilio

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

Integre ElevenLabs Agents com TwilioIntegre ElevenLabs Agents com Twilio
Zapier

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

Integre ElevenLabs Agents com ZapierIntegre ElevenLabs Agents com Zapier
Ver tudo

Chatbots de finance que entendem emoções e contexto

Chatbots expressivos se adaptam à emoção real do cliente, guiando cada conversa para melhores resultados, mesmo nas situações mais delicadas.

Conversas naturais e humanas

Dê uma voz realista ao seu chatbot em segundos. Controle o tom para que ele possa acalmar, orientar e tranquilizar clientes, mesmo sob pressão.

Transferências rápidas e com contexto

Defina regras de escalonamento para casos complexos e transfira para humanos quando necessário. Todo o histórico da conversa é sincronizado com seu CCaaS, CRM e sistema de tickets para uma transição suave.

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.

Segurança e infraestrutura de nível empresarial em escala

Enterprise data protection developers

Os dados são criptografados em trânsito e em repouso, com suporte para conformidade SOC 2, HIPAA e LGPD. Modos de Residência Regional de Dados e Retenção Zero estão disponíveis para maior controle.

Os dados são criptografados em trânsito e em repouso, com suporte para conformidade SOC 2, HIPAA e LGPD. Modos de Residência Regional de Dados e Retenção Zero estão disponíveis para maior controle.

Permissions

Defina permissões detalhadas para equipes e colabore em toda a empresa, compartilhando vozes, ativos e recursos entre seus agents e o fluxo de produção de conteúdo.

Nossa equipe garante uma implementação tranquila e mantém suas operações funcionando de forma confiável, entregando desempenho consistente e tranquilidade para você.

Crie seu primeiro chatbot para finance

Crie na plataforma

Desenhe, teste e publique seu chatbot para finance em um painel intuitivo, sem precisar programar.

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Crie com a API

Integre o chatbot aos seus próprios aplicativos usando nossa REST API e SDKs para desenvolvedores.

Obter chave APILer a documentação
Create Agent APIs

Perguntas frequentes

Explore todas as possibilidades dos nossos Chatbots

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