Streamline financial operations with the RAI finance AI chatbot. Our bots help boost agent efficiency, personalize customer interactions, and increase revenue.
Get Free ConsultationThe RAI Finance AI chatbot enhances the customer experience by engaging them and providing real-time query resolution. Our conversational AI chatbot reduces staffing costs and optimizes business operations.
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Automated Financial Analysis
The RAI finance chatbot gives data-backed financial advice to customers and institutions. The built-in advanced AI equips it to provide personalized investment options, create insightful reports, and predict financial defaults.
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Customer Support and Services
Customer satisfaction is guaranteed with AI chatbots, owing to the round-the-clock support and personalized engagement they provide. Consider the Amex bot by American Express. Our chatbot knows 65 languages, manages accounts, and resolves transactional issues effortlessly.
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Risk Management and Compliance
The advanced AI chatbot mitigates fraud through precise customer behavior analysis and automated credit score assessment. It also handles regulatory compliance and sends out timely account-related notifications to customers.
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Portfolio Management
Our smart chatbots automate investment management and constantly track client portfolios. Top-notch data analytics abilities and CRM system integration allow them to provide personalized recommendations based on the latest market trends.
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Data Analytics and Reporting
The RAI chatbot specializes in data-driven reporting. It can process 10,000 requests per second, store information in an independent database, and create reports that aid accurate financial analysis.
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Telegram
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Viber
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Meta
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Shopify
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Your website
Take a look at the client feedback on our AI chatbot for finance.
Test Our Finance AI Chatbot
With a single click, you can try out the RAI Finance AI chatbot. Book a consultation now!
RAI Finance AI Chatbot Pricing
The RAI finance bot comes in four comprehensive pricing packages to help you accelerate your business growth. Check them out below:|
Base Package |
Standard Package |
PRO Package |
ULTRA PRO Package |
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| Number of bots for Facebook, Instagram, Telegram, Viber, WhatsApp, website, app | 1 | 2 | 3 | 4 |
| Consumables (tokens, connections) | ||||
| Customization for your brand | ||||
| 24/7 support | ||||
| Personal manager | ||||
| Testing and refinement | ||||
| Changes and additions to the bot's database | ||||
| Integration with any CRM system (with open API) | ||||
| Generate leads, customer cards (depending on the business) | ||||
| Integration with the company's database | ||||
| AI-powered responses to comments on social media | ||||
| Priority support | ||||
| Specific integrations with any applications (with open API) | ||||
| Priority implementation of update | ||||
| Create a virtual avatar | ||||
| Integrate avatar and bot into websites and applications | ||||
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Creation Support |
550 $
165 $ / month
Integrate RAI
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900 $
220 $ / month
Integrate RAI
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1300 $
300 $ / month
Integrate RAI
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2200 $
400 $ / month
Integrate RAI
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| Creation | 550 $ | 900 $ | 1300 $ | 2200 $ |
| Monthly support | 165 $ | 220 $ | 300 $ | 400 $ |
Enterprise Package
- Integration of the bot with the client's other business systems for data exchange with CRM, warehouse management software, or other tools
- Enabling the bot to work with video files
- Development of a separate structure that operates alongside the bot (e.g., a logistics management system that assists the bot in making decisions based on complex data)
- Development of a custom API (creating a specialized interface that allows the bot to interact with the client’s other software or services)
- Connecting the bot to a customer management system (handling customer data — adding, modifying, viewing
- Аnalyzing customer information (managing product catalogs)
- Creation of an independent database (a separate storage of information specifically for the bot to efficiently store and utilize necessary data)
- Optimization and structuring of the client’s existing database
- Basic data analytics (adding features that enable the bot to analyze information and generate simple reports or conclusions, helping clients gain useful insights from their data)
- Creation of a vector file database (a specialized method for storing large volumes of information, allowing the bot to quickly find the necessary data)
Shopify Edition
- Complete customization of the bot to match the client's brand on the marketplace
- Modifications and additions to the bot's database
- Integration with all CRM systems (with open API)
- Integration with the company's database
- The ability of the robot to interact with the elements and receive information from the active web page
- Modifications and additions to shopping carts, including order creation
- The ability for the bot to navigate through the store's pages
- Specific integrations with any software (with open API)
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How does Finance AI handle large volumes of data, and how does it generate reports from customer data?
Finance AI can analyze vast amounts of data, processing it in real-time to identify key trends, patterns, and insights. By aggregating and analyzing customer data, Finance AI generates comprehensive reports that provide actionable insights. These reports are customized to highlight critical financial metrics, forecast trends, and offer recommendations, helping businesses make more informed decisions and optimize their financial strategies.
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Can I Integrate the Finance AI Chatbot to a Messenger?
Yes, a Finance AI Chatbot can be integrated with messengers like Facebook Messenger and Telegram as well as WhatsApp and Discord. That way, customers do not need to leave the messenger to visit your website and quickly learn about your services. Our chatbot can send personalized welcome messages and follow up with potential leads.
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How to Automate Customer Service with an AI Chatbot for Finance?
Our customized AI Chatbot for Finance automates customer service and delivers an unparalleled experience, with 24/7 support. It boosts customer engagement, handles customer accounts, and addresses grievances and queries on priority. By reducing wait times, customer satisfaction and loyalty increase.
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Why Should I Pick the Finance AI Chatbot Over Live Chat?
Our RAI Finance AI Chatbot is at the customers’ disposal anytime, anywhere. It’s highly scalable and juggles multiple customer queries at once, that too with minimal human errors. Unlike a live chat, the response time is immediate, and it helps lower staffing costs, too.
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How will the Finance AI Chatbot Help My Support Team?
The RAI Finance AI Chatbot will unburden your support team and handle all the routine tasks. Furthermore, it can process up to 10,000 requests per second and remember minute customer details for a personalized experience. Due to process automation, your staff will only have to deal with complex queries, which will elevate their productivity.
Why Use a Finance AI Chatbot?
A finance AI chatbot provides a high-quality customer experience to customers and handles repetitive administrative and support tasks. Resultantly, top institutions like the Bank of Canada (ROMI) and the Bank of America (Erica) now rely on finance chatbots. Check out some major benefits of these AI bots:
