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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.

Skapa en chatbotKontakta säljteamet
Ring agent
Få ett samtal
  • aston_martin_f1
  • stripe
  • yoto
  • dudeperfect
  • huberman
  • yestheory

Upptäck chatbottar för finance från 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.

Bygg din chatbot en gång och använd den överallt

Nå dina kunder där de är, men se ändå alla konversationer i en och samma dashboard utan att behöva hoppa mellan kanaler.

Foreground

En plattform för varje finance-workflow

Koppla till dina system och anpassa din chatbot så att den följer dina exakta rutiner.

ElevenLabs ElevenAgents platform
ElevenAgents scheduling UI
Integrations UI

Integrera smidigt med verktygen du redan använder

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

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Zendesk

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

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Stripe

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

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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

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Zapier

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

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Visa alla

Finance-chatbottar som förstår både känslor och sammanhang

Känslomässigt uttrycksfulla chatbots anpassar sig efter kundens känslor och leder varje samtal mot ett bättre resultat, även när det gäller som mest.

Naturliga, mänskliga samtal

Ge din chatbot en verklighetstrogen röst på några sekunder. Få full kontroll över tonläget så att den kan lugna, vägleda och stötta kunder – även under press.

Human hand-off

Snabba, tydliga överlämningar

Sätt upp regler för när ärenden ska eskaleras och lämna över till en människa. Hela chatthistoriken synkas till ditt CCaaS, CRM och ärendehanteringssystem för en smidig övergång.

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.

Säkerhet och infrastruktur i företagsklass i stor skala

Foreground

Skapa din första finance-chatbot

Bygg på plattformen

Designa, testa och lansera din finance-chatbot från en enkel dashboard – helt utan kod.

Skapa en chatbotPrata med sälj
Create Agent

Bygg med API:et

Integrera chatboten i dina egna appar med vårt utvecklarvänliga REST API och SDK:er.

Hämta API-nyckelLäs dokumentationen
Create Agent APIs

Vanliga frågor

Utforska alla möjligheter med våra Chatbots

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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

  • Hej, hur kan jag hjälpa till...

    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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