Build client trust with a finance AI chatbot
Help your clients make sense of complex financial topics with an AI chatbot that listens and responds through video.
Provide a service that keeps clients coming back
Lemon Slice's finance AI chatbot goes beyond traditional AI chatbots by putting an interactive video agent on your website. Clients can type or speak their questions, and the AI responds with video answers that guide them through relevant financial processes.
- 24/7 financial guidance: Get instant video answers to questions about loan options, account features, or investment policies from your own knowledge base—anytime.
- Build more trust than text chatbots: Explain complex financial products, demonstrate online tools, and walk clients through applications with interactive video that builds confidence and clarity.
- Scalable client support: Handle multiple client conversations simultaneously to reduce staff workload and deliver a personalized experience.
Customize your AI chatbot for finance
Upload a photo and watch LemonSlice AI bring it to life with natural expressions, realistic gestures, and lip-sync. Choose a photorealistic image, a cartoon, or an object—or create an original avatar from a simple AI prompt. Build a consistent brand spokesperson that guides customers across every interaction, in any language.
Select a trusted voice style
Choose from an expressive library of AI voices across 100+ languages and accents, or create your custom voice. You can even clone your own voice from a short audio sample, and LemonSlice will replicate your tone and cadence so every interaction sounds like you.
How finance professionals use an AI chatbot to grow practices and advise clients
Financial product education
Let an AI chatbot explain the differences between checking accounts, savings options, and certificates of deposit so customers find the right product for their goals.
Provide accessible video explanations that clarify how interest rates, APYs, and fee structures work across different financial products to simplify complex topics.
Provide guidance on credit card rewards, balance transfer options, and interest calculations so customers evaluate products beyond just promotional marketing.
Account and transaction guidance
- Let an AI chatbot walk customers through reading account statements, understanding transaction codes, and interpreting pending charges with clear video explanations.
- Explain how to set up recurring transfers, configure direct deposits, or manage payment schedules through simple, step-by-step video guidance.
- Provide clear explanations of fee structures, including monthly maintenance charges and overdraft costs, so customers avoid unexpected deductions.
Financial literacy and security awareness
Explain how credit scores are calculated, which factors carry the most weight, and what specific actions can improve a score over different time periods.
Provide accessible video content that explains the fundamentals of compound interest, savings strategies, budgeting approaches, and retirement account options for all experience levels.
Equip customers with the practical knowledge to identify phishing attempts, recognize fraudulent activity, and set up transaction alerts to protect their accounts.
Create a finance AI chatbot in three steps
Step 1: Customize your agent
Select a photo to define the appearance of your finance AI chatbot. You can upload your own photo or generate one directly. The photo can be photorealistic, cartoons, or even animals and other inanimate objects. If it has a face, the LemonSlice AI can bring it to life.
Step 2: Set up your knowledge base
Upload your sales scripts, property listings, product catalogs, and approved content. The LemonSlice AI learns from this knowledge base to handle questions naturally and provide accurate answers. You control the exact information it accesses, so all responses align with your sales processes and company policies.
Step 3: Add the widget to your website
LemonSlice generates a clean embed widget. With a single line of code, add the finance AI chatbot to any website, including Webflow, WordPress, Shopify, or Square. The widget integrates into your web experience, so visitors interact naturally and get immediate financial guidance.
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Pricing
- 1000 credits per month
- All public voices
- Up to 5 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 3 concurrent calls
- 5400 credits per month
- All public voices
- Up to 20 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 10 concurrent calls
- 15000 credits per month
- All public voices
- Up to 40 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 20 concurrent calls
- 36000 credits per month
- All public voices
- Up to 60 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 30 concurrent calls
- 1000 credits per month
- All public voices
- Up to 5 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 3 concurrent calls
- 5400 credits per month
- All public voices
- Up to 20 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 10 concurrent calls
- 15000 credits per month
- All public voices
- Up to 40 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 20 concurrent calls
- 36000 credits per month
- All public voices
- Up to 60 custom voices
- Commercial use
Video Agents
- Unlimited agents
- Up to 30 concurrent calls
Custom usage pricing & concurrency
For any size of creators, teams, and businesses.
Build with our API
Common challenges for an AI chatbot in finance
It is understandable that some finance businesses hesitate to adopt an AI chatbot at scale. Worries over data privacy and the loss of the human connection that customers value are valid, but these challenges have clear solutions.
Challenge: Data privacy and security
Customers trust businesses in the finance sector with sensitive personal information. Some businesses worry that the use of an AI chatbot exposes this data to a greater risk of fraud or leaks. It is a legitimate concern that this sensitive user data requires constant protection.
Solution: Data security and privacy
With security built into the platform at every stage, LemonSlice employs robust safeguards for all data. Businesses in sectors like finance can deploy an AI chatbot with confidence that user interactions and personal data remain protected. LemonSlice AI also never uses customer data to train its models, a critical commitment to privacy.
Challenge: Personal service
Many businesses in finance build their success and reputation on the quality of personal service they provide. The introduction of an AI chatbot can create a worry that they will lose the human touch their audience appreciates. After all, some users just want to deal with a real person for certain matters.
Solution: Staff and AI working together
An AI chatbot should work alongside human staff, not replace them. While some customers prefer to speak with a person, many just want an immediate answer. In finance, this partnership creates an experience that satisfies both needs: the AI chatbot handles routine inquiries, and your team concentrates on complex, high-value interactions.
How an AI chatbot affects operational efficiency and ROI
90%
Routine inquiry handling
Finance AI chatbots are expected to handle 90% of routine inquiries in banking by 2024, a move that streamlines customer support.
43%
Operational efficiency improvement
In financial services, 43% of companies that deploy an AI chatbot note a significant improvement in operational efficiency across processes.
49%
Manual task reduction
Finance teams can automate tasks that once took up 49% of their time with an AI chatbot and pivot to more strategic work.
6-12 months
ROI achievement timeline
Industry analysis shows businesses that use an AI chatbot for financial automation typically see a return on investment within 6-12 months.
Frequently asked questions
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What is LemonSlice's finance AI chatbot?
LemonSlice's finance AI chatbots are interactive AI agents that engage with users through real-time video. They use a single uploaded image of any character (photorealistic, cartoon, or an object with a face) or a simple prompt to create a live AI chatbot that you can embed directly on your website.
What kinds of experiences can finance LemonSlice's AI chatbots be used for?
LemonSlice's finance AI chatbots are designed for interactive visual engagement, including:
- Acting as live virtual assistants or brand ambassadors on your website
- Conversational touchpoints that users can talk to in real time
- Expressive, responsive characters that enhance user interaction
Because the technology generates video in real time, it is more immersive than static content or text-only chatbots.
What is the LemonSlice API, and how can developers use it?
The LemonSlice API lets developers programmatically create, launch, and manage real-time AI chatbots inside their own applications or workflows. It gives you more control than a simple embed and enables deeper integration with your systems.
With the LemonSlice API, you can:
- Create and manage live AI chatbots sessions using REST endpoints
- Embed agents into custom frontend experiences using a JavaScript SDK
- Control when agents start, stop, and how users interact with them
- Receive real-time events such as agent readiness, visual updates, and errors
This makes it possible to build fully customized interactive video experiences that feel native to your product. View the full API documentation for implementation details and examples.
Do I need technical skills to integrate LemonSlice?
No, basic integration is simple. You can add an AI chatbot widget to your website by pasting an embed code snippet into platforms like Webflow, Shopify, Square, WordPress, Wix, or any website that supports custom HTML. For deeper customization, backend workflows, or advanced control, including API usage, working with a developer is recommended.
Can I choose which large language models (LLMs) my finance AI chatbot uses?
Yes. All pricing plans include access to premium LLMs to power your AI chatbots. These include models from multiple providers such as OpenAI (for example, GPT-5, GPT-4.1, GPT-4o), Anthropic (Claude Sonnet 4.5, Claude 3.7 Sonnet, Claude Haiku 4.5), and Google (for example, Gemini 2.5 Flash, Gemini 2.0 Flash Lite), as well as support for custom LLMs.
How does LemonSlice pricing work?
All LemonSlice plans include:
- Unlimited AI chatbots
- Voice library and voice cloning
- Commercial use rights
- Credits for generating interactive video minutes
Plans vary by monthly credit amount and how many calls can run simultaneously. The monthly tiers, billed monthly, include:
- Starter: $8 (1,000 credits; up to 3 concurrent calls)
- Creator: $40 (5,400 credits; up to 10 concurrent calls)
- Professional: $100 (15,000 credits; up to 20 concurrent calls)
- Scale: $240 (36,000 credits; up to 30 concurrent calls)
- Enterprise: Custom usage, concurrency, and support
How do monthly credits work?
Credits are consumed when your AI chatbots generate video interactions. Each plan includes a monthly credit allotment. If you exceed that amount, overage credits apply based on your plan. Learn more about pricing and overage credits on the Pricing page.
Ready to transform your finance with an AI chatbot?
Qualify leads faster and help your finance business run like clockwork with an AI chatbot.
