AI Voice & Chat for Financial Services: Support, Guide, and Assist Instantly

Turn Every Request into a Happy Client with AI

Handle client inquiries, process transactions, and provide financial guidance instantly with AI-powered voice and chat agents. Enhance customer experience, offer personalized support, and streamline services while reducing operational costs — available 24/7.

5 Stars

Based on 369 reviews from

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24/7 support

100% human like

from 50 Eur/month

The impact of AI on your Financial Services business

30%

faster transaction processing

AI streamlines transactions, reducing delays and improving customer satisfaction.

40%

more satisfied clients

24/7 support and AI-driven financial insights enhance trust and engagement.

25%

higher conversion rates

AI-powered recommendations and personalized offers drive more investment and product sign-ups.

Check out our real call examples

Check out real-life examples of how AI helps businesses run more efficiently, create personalized experiences, and improve communication.

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Why Financial Services businesses choose triviat AI

24/7 Support, Effortless Call & Chat Handling

High volumes of inquiries? Late-night questions? No problem. Our AI handles calls and chats 24/7, scaling to meet customer needs.

AI That Sounds Human

Forget robotic responses—our AI delivers natural, human-like conversations, making interactions seamless and engaging

AI-to-Human Handoff for Complex Cases

For inquiries that need a personal touch, our AI smoothly transfers conversations to human agents, ensuring high-quality service.

Increase Conversions & Enhance Customer Experience

Customers often hesitate before making a decision. Our AI solution can answer inquiries, guide them through the process, and help reduce drop-offs, improving overall conversion rates.

Our AI Solution Supports Phone & Chat Channels:

Our AI voice&chat Agents seamlessly handle phone, email, chat, WhatsApp and SMS, providing instant, 24/7 support across all channels. No queues, no missed calls—just fast, intelligent responses. And for more complex cases, a human agent can step in to ensure a smooth communication.

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How it works

Experience easy integration and powerful results

  • 1

    Customer Calls or Chats

    AI instantly responds to inquiries.

  • 2

    Understands & Assists

    AI answers questions, processes orders, and handles returns.

  • 3

    Transfers if Needed

    Complex issues get seamlessly handed off to a human agent.

Ready to boost your sales and customer experience with
AI-powered voice and chat?

Get started with free setup and zero risk.

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We connect your AI Agent to 5,000 + Apps

Check out our integrations

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Shopify

Your AI agent checks order status, sells products, recovers abandoned carts.

Zendesk

Your AI agent connects with Zendesk to retrieve, update, and resolve tickets instantly, ensuring smooth and efficient support.

Salesforce

Your AI agent integrates with Salesforce to log interactions, qualify leads, and provide instant insights, so your team can focus on closing deals.

Freshdesk

Your AI agent syncs with Freshdesk to manage tickets, provide instant responses, and streamline customer support without extra effort.

Zapier

Sync your AI Agent with thousands of apps via Zapier, streamlining processes without coding.

Hubspot

Your AI agent connects with HubSpot to track leads, update CRM records, and automate follow-ups, keeping your sales pipeline organized effortlessly.

Learn How AI is Transforming the Business Landscape

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Client testimonials

Check out what our customers say

“Working with Triviat’s AI Voice Agent has automated our customer support with seamless, human-like conversations.”

Anna Müller

CEO of Marketplace in Germany

“AI Voice Agent transformed how we handle customer inquiries, delivering fast and friendly service every time.”

Lars van Dijk

Head of CS, restaurant chain, NL

“Triviat AI Bot has revolutionized our customer support in retail, ensuring instant responses and happier customers—absolutely game-changing!”

Lena Schneider

CX Manager, Retail, DE

“With Triviat’s voice AI agent handling guest inquiries 24/7, our front desk team can now focus on delivering exceptional in-person service.”

Mark Jansen

General Manager, Hotels chain, NL

“AI Bot seamlessly handles our client onboarding and support requests, improving efficiency and cutting response times in half.”

Rachel Carter

VP of Customer Success, SaaS, US

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