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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.

创建 Chatbot联系销售
呼叫智能体
接听来电
  • aston_martin_f1
  • stripe
  • yoto
  • dudeperfect
  • huberman
  • yestheory

ElevenAgents 推出适用于 finance 的聊天机器人

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.

一次搭建，随处使用

无论客户在哪，都能与他们沟通，同时在一个仪表盘查看所有对话，无需切换渠道。

Foreground

一站式平台，覆盖所有 finance 工作流

连接操作系统，自定义 Chatbot，严格遵循 SOP。

ElevenLabs ElevenAgents platform
ElevenAgents scheduling UI
Integrations UI

无缝集成现有工具

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

将 ElevenLabs 智能体集成到 Salesforce将 ElevenLabs 智能体集成到 Salesforce
Zendesk

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

将 ElevenLabs 智能体集成到 Zendesk将 ElevenLabs 智能体集成到 Zendesk
Stripe

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

将 ElevenLabs 智能体集成到 Stripe将 ElevenLabs 智能体集成到 Stripe
ServiceNow

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

将 ElevenLabs 智能体集成到 ServiceNow将 ElevenLabs 智能体集成到 ServiceNow
Hubspot

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

将 ElevenLabs 智能体集成到 Hubspot将 ElevenLabs 智能体集成到 Hubspot
Twilio

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

将 ElevenLabs 智能体集成到 Twilio将 ElevenLabs 智能体集成到 Twilio
Zapier

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

将 ElevenLabs 智能体集成到 Zapier将 ElevenLabs 智能体集成到 Zapier
查看全部

Finance 聊天机器人，具备情感和上下文感知能力

情感表达型 Chatbot 能感知客户情绪，引导每次对话获得更好结果，即使在关键时刻也能应对自如。

自然流畅的人机对话

几秒内让 Chatbot 拥有真实语音，灵活控制语气，能安抚、引导、稳定客户情绪，即使在压力下也能应对。

Human hand-off

高效、信息丰富的转接

为复杂场景设定升级规则，自动转接给人工。完整对话历史会同步到 CCaaS、CRM、工单系统，确保顺畅衔接。

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.

大规模企业级安全与基础设施

Foreground

创建首个 finance Chatbot

在平台上构建

通过直观仪表盘设计、测试并部署 finance Chatbot，无需写代码。

创建聊天机器人联系销售
Create Agent

用 API 搭建

通过开发者友好的 REST API 和 SDK，将 Chatbot 集成到自有应用。

获取 API 密钥阅读文档
Create Agent APIs

常见问题

探索 Chatbot 的全部可能

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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

  • 你好，有什么可以帮忙的…

    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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