Answer Client Questions 24/7 Without Compliance Risk

Financial services firms lose leads outside business hours. Boei's AI chatbot answers questions about your products, rates, and services around the clock. It stays grounded in your approved content, captures client details, and routes complex queries to your team. GDPR compliant with EU-hosted servers.

GDPR compliant, EU servers
AI grounded in your content
24/7 client support
Andrew Lee David S. Vance W. Grant Nitesh Manav
from 159 reviews

Trusted by 17,000+ Businesses Worldwide

17,000+

Businesses use Boei

EU

Hosted in Amsterdam

30%

More leads on average

5 min

Setup time

Why Financial Services Need a Smarter Chatbot

Clients expect instant answers about mortgages, insurance, investments, and account details. But finance teams are stretched thin. Phone queues grow. Emails pile up. And prospects who don't get a fast response move on to a competitor.

Generic chatbots create a different problem. They hallucinate answers, invent rates, or give advice that violates compliance rules. That's a regulatory risk you can't afford.

Boei solves both problems. The AI chatbot trains on your approved content and only answers from that source. Anti-hallucination safeguards prevent fabricated responses. When a question falls outside its training data, it captures the client's details and routes the conversation to your team. All data stays on EU servers in Amsterdam.

Common Challenges in Financial Services

Sound familiar? Boei handles all of these

Missed Calls After Hours

Prospects call about mortgages, loans, or insurance outside business hours and never call back. You lose the lead before you even know about it.

Compliance and Hallucination Risk

Generic AI chatbots invent rates, fabricate terms, or give financial advice. One wrong answer can trigger a compliance issue.

Repetitive Client Questions

Your team answers the same questions about fees, rates, documents, and opening hours dozens of times a day. It drains time from high-value work.

How Boei Solves It for Finance Teams

Built for accuracy, compliance, and client trust

AI Trained on Your Content

The <a href='/ai-chatbot/'>AI chatbot</a> auto-trains on your product docs, FAQs, rate sheets, and service pages. It only answers from approved sources.

Anti-Hallucination Safeguards

Grounding verification, safety constraints, and fabrication prevention keep answers accurate. No invented rates or made-up terms.

Loan and Mortgage Calculations

Agentic AI performs calculations like loan quotes and mortgage rate estimates. Clients get instant numbers based on your parameters.

Structured Lead Capture

Lead Flow collects name, email, phone, and account type before the conversation starts. Every lead enters your deal pipeline automatically.

GDPR Compliant, EU Hosted

All data stored on <a href='/european-ai-chatbot/'>EU servers in Amsterdam</a>. DPA available. Built for European financial regulations. <a href='/security/'>See security details</a>.

Multi-Channel Client Communication

Website chat, <a href='/whatsapp/'>WhatsApp</a>, email, and SMS in one inbox. Clients reach you on their preferred channel. AI replies on all of them.

Conversation Persistence

Returning clients pick up where they left off. Full conversation history is preserved, so they never repeat themselves.

White-Label for Brand Compliance

Custom domain, your branding, your colors. No third-party logos on the chat widget. <a href='/features/whitelabel-agencies/'>See white-label options</a>.

Boei vs Other Finance Chatbot Solutions

Flat pricing. No per-agent fees. EU hosted.

Feature Boei ($11/mo) Tidio (EUR 29/mo) LiveChat ($20/agent) Botpress (Usage-based)
AI chatbot ✓ Yes Extra cost Extra cost ✓ Yes
Anti-hallucination ✓ Yes ✗ Limited
GDPR / EU servers ✓ Yes ✓ Yes ✓ Yes Add-on
WhatsApp + email + SMS ✓ Yes Extra cost Extra cost Partial
Lead capture forms ✓ Yes ✓ Yes ✓ Yes Build yourself
White-label ✓ Yes Enterprise only ✓ Yes
Flat pricing ✓ Yes

What Our Customers Say

Frequently Asked Questions

Is Boei GDPR compliant for financial services?

Yes. All data is stored on EU servers in Amsterdam. A Data Processing Agreement (DPA) is available. Boei is built for European privacy regulations. See our security page for details.

Will the AI chatbot invent financial information?

No. Boei uses anti-hallucination safeguards including grounding verification and fabrication prevention. The AI only answers from your approved content. When it doesn't know the answer, it says so and captures the client's details for your team to follow up.

Can the chatbot calculate loan quotes or mortgage rates?

Yes. Boei's agentic AI can perform calculations based on parameters you define. Clients get instant estimates for loan repayments, mortgage rates, or insurance premiums directly in the chat.

What content does the AI train on?

The AI chatbot auto-trains on your website pages, product documentation, FAQs, rate sheets, and service descriptions. You control what it learns. Updates are automatic when your content changes.

Can clients reach us on WhatsApp and email too?

Yes. Boei supports website chat, WhatsApp, email, and SMS from one inbox. AI auto-replies on all channels. Clients choose their preferred way to reach you.

How much does Boei cost for financial services?

Boei starts at $11/mo (Lite annual). Starter at $19/mo adds 2,000 AI credits and email/WhatsApp/SMS automation. Growth at $49/mo includes 3 domains, 3 chatbots, and API access. No per-agent fees. See pricing.

Can I remove Boei branding from the chat widget?

Yes. The Business plan includes white-label options with custom domain, your branding, and Boei branding removed. Perfect for regulated industries where brand consistency matters. See white-label options.

Does Boei work with our existing website?

Yes. Boei works with every website platform including WordPress, Squarespace, Webflow, and custom-built sites. Installation takes under 5 minutes with a single code snippet.

Can the AI look up account information for clients?

Yes. Boei's agentic AI can connect to your systems via webhooks to look up account details, check statuses, or retrieve personalized information during a conversation. All within your security parameters.

How does Boei handle sensitive financial conversations?

Boei includes safety constraints that prevent the AI from giving financial advice, making promises, or sharing information outside its training data. When a conversation requires a human, the AI hands off to your team with full context.

Ready to Serve More Clients Without Adding Staff?

Join 17,000+ businesses using Boei. 7-day free trial, no credit card required. GDPR compliant with EU servers.

5-minute setup • No credit card required • GDPR compliant, EU hosted • From $11/mo (Lite annual)