What is a Finance and Banking Chatbot?

A Finance and Banking chatbot is a fully automated chat interface that can hold conversations with customers to capture and pre-qualify leads in your digital marketing campaigns. It can act as a human agent and assist prospective customers 24x7.

Explore Finance & Banking solutions

Showing 322 Chatbot Templates

Credit Card Application Chatbotchatbot

Credit Card Application Chatbot

Credit card industry is becoming competitive as more and more companies are pursuing clients to choose their credit cards in return of great offers and immense benefits. What if a chatbot helped you capture all the leads which land on your website and helped them understand the features and process to apply? Don't believe it, try this free chatbot template and witness the difference in your engagement level.

Mortgage Brokers' Chatbotchatbot

Mortgage Brokers' Chatbot

If you are a mortgage brokerage company in need of more leads, this lead generation chatbot template will definitely help you. It will help users jump-start their mortgage loan process in an easy, interactive way. You can act as a virtual mortgage agent and increase your valuable leads online.

Home Loan Chatbotchatbot

Home Loan Chatbot

Are you a bank looking to provide home loans to individuals or businesses out there? This chatbot can make the entire work easy for you. Not only can you acquire the customers' exact needs, but also generate leads for future reference.

Personal Loan Calculatorchatbot

Personal Loan Calculator

Out of all the decisions a buyer makes, the most carefully made decisions are financial decisions. A lot of consideration goes into finalizing a lender and signing up for a personal loan offer. This chatbot template asks a few simple questions to users, gives them an idea about the probable interest rates and payback periods of their personal loans and does lead generation simultaneously.

 Lead Generation Chatbot for Financial Advisorchatbot

Lead Generation Chatbot for Financial Advisor

Take your website user experience to new heights by using this free finance chatbot template. With this bot, you can provide correct information to your prospective customers and can also capture your lead data with a timely and customized touch.

Bitcoin Exchange Query Chatbotchatbot

Bitcoin Exchange Query Chatbot

You can not rely on support agents for 24×7 support. Anytime response is important even after business hours when the team is not available. This customer support chatbot can manage such customer queries with automated responses.

Investment Products Lead Generationchatbot

Investment Products Lead Generation

If you're looking to generate leads for your investment products, this chatbot is the easiest and best solution. This chatbot provides users with the multiple options of investment, encouraging them to apply for one. It takes their information for you, increasing your legitimate leads.


Ready for higher conversion rates?

Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

Currency Trading Application Chatbotchatbot

Currency Trading Application Chatbot

Do you provide currency trading options to your customers? What if you could tell them about the features of trading services and help them finish the application process? This chatbot template lets you do just that. You can ask users a few questions needed for the application and help them open an account with ease. Generate leads of potential customers with the help of this template.

Tax Refund Calculator Chatbotchatbot

Tax Refund Calculator Chatbot

This tax refund chatbot template is a step-by-step guide on how to find the status of an IRS or state tax refund. Users just have to share a couple of important stuff related to the taxes they paid and the amount of refund they would get will be generated automatically.

 Vehicle Financing Chatbotchatbot

Vehicle Financing Chatbot

Give your customer a smooth experience while they are browsing vehicle financing information on your website. You can try this free financial chatbot to enhance your user experience by sharing the relevant financing information while capturing lead data.

Gold Loan Chatbotchatbot

Gold Loan Chatbot

This loan bot offers an interactive environment to users. It provides users with the relevant information related to their queries and at the same time, it collects information with the users regarding their loan requirements.

Audit and Consulting Services Chatbotchatbot

Audit and Consulting Services Chatbot

Providing the right and accurate answers to your website visitors are what every business requires, especially when it is consulting and audit. This finance chatbot makes sure that all doubts, concerns of your visitors are clarified at the first stage only.

Lead Generation Chatbot for Microcredit Businesschatbot

Lead Generation Chatbot for Microcredit Business

Are you looking for a solution to engage your target audience interactively? Then don't look further and try our free loan chatbot template that has everything you are looking for. Try this free financial chatbot template that can help you with getting quality prospect customers and can provide all the necessary information they are looking for.

Customer Support Chatbot for Online Payment Serviceschatbot

Customer Support Chatbot for Online Payment Services

Nobody likes to wait around for a solution. Do you agree? When a customer has an issue with your services, they’ll quickly lose patience if your customer support team can’t rectify the problem in a timely manner. This chatbot can quickly help you with this problem. It can easily be integrated into your customer support system and can also respond with the most suitable answers.

Trading Account Application Chatbotchatbot

Trading Account Application Chatbot

This chatbot template can help make your customer journey engaging. It has been designed to help your users easily share the information you require to qualify and onboard them as your customers.


Ready for higher conversion rates?

Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

Lead Generation Chatbot for Credit Union Businesschatbot

Lead Generation Chatbot for Credit Union Business

Whether it's a new or old customer, they always need a quick response to their query. Keeping your customers satisfied with your product or service is non-negotiable. But this chatbot can solve all your problems. It can talk to your leads and can provide essential information to them around the clock while you can concentrate on your regular task.

Business Loan Lead Generationchatbot

Business Loan Lead Generation

If you are a loan provider, this chatbot allows a personal approach to explaining your policies and benefits. It convinces the user to apply for a loan by easing them into it. It collects data about their company, loan details and contact information.

FAQ Chatbot for Banking Industrychatbot

FAQ Chatbot for Banking Industry

We know being in the banking industry you must be dealing with an array of goods and services. And this chatbot can be a beneficial resource to showcase your offerings to your end-users. They can send not only the details about these products and services but also test the user engagement on them.

Mutual Funds Application Chatbotchatbot

Mutual Funds Application Chatbot

Do you offer mutual funds investment options to your customers? What if you could explain the different types of mutual funds options you offer in a concise manner to them? This chatbot template will help you do just that. You can also generate leads of potential customers by collecting their details.

[Chatbot for Real Estate Aggregator]chatbot

[Chatbot for Real Estate Aggregator]


Accounting Firm Lead Generationchatbot

Accounting Firm Lead Generation

Are you an accounting firm looking for more business? This chatbot template helps users get the help they need regarding their tax problems. This template will help you generate and qualify multiple leads who are looking for accounting help. This chatbot will make you rise above your competition by increasing your leads and fixing up appointments for you.

Accounting Services Offering Chatbotchatbot

Accounting Services Offering Chatbot

Are you a small business accounting firm offering something more than the regular accounting services? Then this chatbot is made for you. From elaborately offering the manifold of services to collecting leads for future reference, this chatbot has got you covered for all your accounting customer traction needs.

Accounts and Deposits Chatbotchatbot

Accounts and Deposits Chatbot

This chatbot template helps banks schedule a process to open an account for their customers. It enables them to use global capabilities and deep local knowledge of the bank to provide a wide range of products and services. It guides them through information about various accounts and their process of application.


Ready for higher conversion rates?

Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

Adams Tax Centerchatbot

Adams Tax Center

Adams Tax Center

Amortization Schedule Calculator chatbot

Amortization Schedule Calculator

An amortization schedule shows how much money is to be paid in principal and interest over time. If you're a mortgage loan officer, only you know how tough it is to calculate it. However, it no more is. This chatbot template collects all the data required to calculate the amortization schedule and helps you know how your clients' payments break down over their loan term.

Invest in your customer satisfaction with Tars AI Agents

Financial Concierge AI

Financial Concierge AI offers a comprehensive package of features designed specifically for finance & banking companies.

Financial Advisor AI

Financial Advisor AI is designed to help finance & banking companies guide potential customers through tailored buyer journeys.

Finance Workflow AI

Finance Workflow AI for internal automation

Read more

Ready for higher conversion rates?

Book a slot with a Tars expert to see how chatbots can increase your conversion rate by 50%

Tars is rated #1 in the Chatbot Platform Category

Manager of IT Services

Manager of IT Services

Real Estate


Real Estate


IT Services


50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

Lindsey Roark Mayes

Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Lindsey Roark Mayes


Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

Marketing Operations Manager

Marketing Operations Manager

Healthcare and Biotech

Marketing Operations Manager

Healthcare and Biotech




30B + USD

The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Levi Eastwood


Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

Product Manager

Product Manager

Finance (non-banking)

Product Manager



Product Management


50M - 250M USD

My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

BlobBlob green

Book Your Personalized Demo


New Product

Introducing Tars Prime, Our New Cutting-Edge Chatbot, Powered by ChatGPT

Discover the future of conversational AI and setup your website’s AMA chatbot with Tars Prime in under 30 seconds and in one-click!

Try it Out


Frequently Asked Questions

happy robot

The future of customer experience is conversational.

Join us today