AI Chatbot for Financial Services
Financial Services
AI Chatbot
Help clients access account info, book consultations, and get answers to financial queries instantly with a compliant AI chatbot.
100+
Chatbots Deployed
95%
Customer Satisfaction
24/7
Always Available
3x
Faster Responses
Trusted by Growing Businesses
Why financial services need an AI chatbot
Client Communication Overhead
Financial advisors and support teams field constant calls about account balances, transaction queries, and meeting scheduling. A chatbot handles the routine so your team focuses on advice.
Compliance & Documentation
Every client interaction needs proper documentation. An AI chatbot automatically logs conversations, maintains audit trails, and follows compliant communication workflows.
After-Hours Client Needs
Clients need information outside business hours but your team isn't available. A chatbot provides secure account access and basic service around the clock.
From analysis to launch in weeks
Analyse
We audit your workflows, support tickets, and customer interactions to identify high-impact chatbot opportunities.
Build & Train
We design conversation flows, train the AI on your domain knowledge, and integrate with your existing tools.
Deploy
We launch the chatbot across your website, WhatsApp, SMS, or other channels with monitoring and fallback routing.
Optimise
We monitor conversations, improve accuracy, and expand capabilities based on real usage data and feedback.
Built for speed, reliability, and results
24/7 Availability
Your chatbot never sleeps. Customers get instant answers any time of day, any day of the week.
Instant Responses
Respond in seconds, not hours. Reduce average response times from hours to under 5 seconds.
Lead Qualification
Automatically qualify leads based on your criteria and route hot prospects to your sales team instantly.
Seamless Handoff
When human help is needed, the chatbot transfers the conversation with full context — no customer repeats.
How financial services use AI chatbots
Account Inquiries
Let clients check portfolio values, transaction history, and account details securely through chat.
Appointment Booking
Schedule consultations with advisors based on availability, service type, and client priority.
Document Collection
Request and receive KYC documents, tax forms, and signed agreements through secure chat flows.
Product Information
Explain financial products, fee structures, and eligibility criteria clearly and compliantly.
Common questions about AI chatbots for financial services
How much does an AI chatbot for financial services cost?
Financial services chatbots range from £8,000 to £25,000 depending on compliance requirements, integrations, and the complexity of client-facing workflows.
Is the chatbot compliant with financial regulations?
We build with FCA and GDPR requirements in mind — proper disclaimers, data handling, record retention, and audit trails. We work with your compliance team on specific requirements.
Can the chatbot integrate with our financial planning software?
Yes. We integrate with popular platforms like Salesforce Financial Services Cloud, Advicent, and custom portfolio management systems.
How do you handle client confidentiality?
All conversations are encrypted, access is authenticated, and we implement data minimisation principles. Client data is never used for training or shared externally.
What happens when the chatbot can't answer a financial question?
Investment advice, complex planning questions, and complaint handling are escalated to a qualified advisor with full conversation context.
More ways we help financial services
Ready to automate your financial services customer interactions?
We'll outline scope, timeline, and deliverables so you know exactly what to expect.