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AI Voice Agent for Financial Services

Automate collections calls, identity verification, fraud alerts, and account inquiries with PCI-aware voice AI. Enhance compliance while reducing operational costs across banking, lending, and fintech operations.

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35%

Collection Rate Lift

PCI

Aware Design

60%

Cost Reduction

Trusted by financial services companies worldwide

ShopifyAmazonStripeSlackNotionVercel

Voice AI Built for Financial Services

Enterprise-grade capabilities for banking and finance

Debt Collection Calls

Conduct compliant collection calls with empathetic, regulation-aware conversations that improve recovery rates.

Identity Verification

Multi-factor voice verification including knowledge-based authentication and voice biometrics for secure interactions.

Fraud Alert Notifications

Proactively call customers about suspicious transactions, verify activity, and freeze accounts in real-time.

Account Inquiries

Handle balance checks, transaction history, payment due dates, and statement requests through natural conversations.

Loan Application Follow-Up

Guide applicants through documentation requirements, status updates, and approval notifications via voice.

PCI-Aware Processing

Secure handling of sensitive financial data with encryption, tokenization, and compliance-grade audit trails.

35%

Higher Collections

90%

Verification Success

$2M+

Annual Savings

< 30s

Avg Handle Time

How It Works for Financial Services

1

Connect Core Systems

Integrate with your core banking system, CRM, and collections platform via secure, encrypted APIs.

2

Configure Compliance Rules

Set up PCI-aware data handling, FDCPA-compliant scripting, and regulatory call time restrictions.

3

Build Financial Workflows

Create call flows for collections, fraud alerts, verification, and account servicing based on your policies.

4

Launch Campaigns

Deploy inbound handling and outbound campaigns with precise targeting and compliance guardrails.

5

Track Compliance & ROI

Monitor collection rates, compliance scores, call outcomes, and cost savings in real-time dashboards.

Financial Services Success Stories

"Our collection rates improved 30% with the AI voice agent. It handles initial outreach consistently and empathetically, escalating complex cases to human agents."

LC

Lending Company

VP Collections at Consumer Finance

"Fraud alert calls now reach customers in seconds instead of hours. The voice agent verifies identity, confirms transactions, and takes action immediately."

DB

Digital Bank

Head of Risk at Neobank

"We automated 75% of routine account inquiry calls. Our agents now focus on complex financial advisory conversations that drive revenue."

RB

Regional Bank

COO at Community Banking

Financial Services Voice AI FAQ

Explore More

Resources to help you evaluate and implement

Voice AI for more sectors

InsuranceHealthcareReal EstateE-CommerceTelecom

Simple, Transparent Pricing

AI-powered phone calls from ₹6/min - 60% cheaper than alternatives

Pay As You Go
₹6/ minute + telephony$0.07/min
Start immediately, pay per minute
  • No monthly commitment
  • Standard AI providers included
  • Twilio/Exotel integration
  • Call analytics dashboard
  • 8+ Indian languages
  • 24/7 availability
Get Started
Most Popular
Pro
₹1,499/ month$18/month
For growing businesses
  • ₹5/min ($0.06) platform rate
  • 300 minutes included
  • Everything in Pay As You Go
  • Priority support
  • Advanced analytics
  • Custom phone numbers
  • Webhook integrations
Start Free Trial
Max
₹4,999/ month$60/month
For high-volume operations
  • ₹4.50/min ($0.05) platform rate
  • 1,100 minutes included
  • Everything in Pro
  • 20% off premium add-ons
  • Custom AI training
  • Dedicated support
  • Multiple phone numbers
Ultra
₹14,999/ month$180/month
Maximum value for enterprises
  • ₹4/min ($0.04) platform rate - lowest
  • 3,500 minutes included
  • Everything in Max
  • 30% off premium add-ons
  • Dedicated infrastructure
  • 99.9% uptime SLA
  • White-label option
  • Dedicated account manager

Transform Your Financial Services Operations

Deploy AI voice agent for financial services in minutes

Start Free TrialBook a Demo

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Simple, Transparent Pricing

Start from $0.04/min - 60% cheaper than alternatives

Pay As You Go
$0.04/ minute + telephony
Start immediately, pay per minute
  • No monthly commitment
  • Standard AI providers included
  • Twilio/Exotel integration
  • Call analytics dashboard
  • 24+ languages
  • 24/7 availability
Get Started Free
Most Popular
Pro
$49/ month
For growing businesses
  • $0.035/min platform rate
  • 300 minutes included
  • Everything in Pay As You Go
  • Priority support
  • Advanced analytics
  • Custom phone numbers
  • Webhook integrations
Start Free Trial
Max
$149/ month
For high-volume operations
  • $0.03/min platform rate
  • 1,100 minutes included
  • Everything in Pro
  • 20% off premium add-ons
  • Custom AI training
  • Dedicated support
  • Multiple phone numbers

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Company

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  • Contact
  • Careers
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  • AI Voice Assistant
  • WhatsApp Voice AI
  • WhatsApp Bot Builder
  • AI Website Chatbot
  • AI-SDR
  • Number Masking
  • Shopify Apps
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  • Changelog
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