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Financial Services

AI Voice Agent for Financial Services

Automate account services, loan origination, debt collection, fraud alerts, and payment reminders. PCI-DSS, TCPA, and FDCPA compliant AI voice technology trusted by banks, credit unions, and financial institutions worldwide.

Start Free Trial
See Demo

40%

Cost Reduction

PCI-DSS

Compliant

$0.04

Per Minute

Trusted by businesses worldwide

ShopifyAmazonStripeSlackNotionVercel

Hear AI Voice Assistant in Action

Real demo calls showcasing low latency and natural conversations in multiple Indian languages

Hindi + English
Lead Qualification

B2B Lead Qualification - Flipkart Gift

AI voice agent qualifying B2B leads for corporate gifting. Ultra-low latency with 1-2 second response time. Bilingual conversation in Hindi and English.

1-2 second response latencyBilingual Hindi + English

Audio player powered by Google Drive

Open in Drive
Malayalam
Education

Institute Admission - Malayalam

AI voice agent handling admission inquiries and appointment booking for educational institutes in Malayalam language.

Malayalam language supportEducation sector use case

Audio player powered by Google Drive

Open in Drive
Tamil
Education

Institute Admission - Tamil

AI voice agent handling admission inquiries and appointment booking for educational institutes in Tamil language.

Tamil language supportEducation sector use case

Audio player powered by Google Drive

Open in Drive
Assamese
Lead Qualification

Solar Company Lead Qualification - Assamese

AI voice agent qualifying leads for solar installation company in Assamese language. Natural conversation flow with product inquiry handling.

Assamese language supportSolar/renewable energy sector

Audio player powered by Google Drive

Open in Drive
Bengali
Appointment Booking

Hospital Appointment Booking - Bengali

AI voice bot helping patients book hospital appointments in Bengali. Natural conversation with availability checking and confirmation.

Bengali language supportHospital appointment booking

Audio player powered by Google Drive

Open in Drive
Hindi
Appointment Booking

Hospital Appointment Booking - Hindi

AI voice bot helping patients book hospital appointments in Hindi. Handles doctor selection, time slot booking, and confirmation.

Hindi language supportHospital appointment booking

Audio player powered by Google Drive

Open in Drive
Telugu
Appointment Booking

Hospital Appointment Booking - Telugu

AI voice bot helping patients book hospital appointments in Telugu. Natural conversation flow for healthcare scheduling.

Telugu language supportHospital appointment booking

Audio player powered by Google Drive

Open in Drive

Financial Services Voice Agent Capabilities

Purpose-built for banks, credit unions, lenders, and financial advisors

Account Services

Balance inquiries, transaction history, account updates, and card services automation

Loan Origination

Application intake, document collection, status updates, and rate quotes

PCI-DSS Compliant

Full PCI-DSS compliance with encrypted data handling and secure payment processing

Fraud Alerts

Real-time fraud detection calls and account security verification

Core Banking Integration

Seamless integration with FIS, Fiserv, Jack Henry, and other core systems

Financial Analytics

Track conversion rates, collection rates, and customer satisfaction

40%

Cost Reduction

65%

Call Automation

25%

Better Collection Rates

<500ms

Response Time

Financial Services Use Cases

Explore specific applications for your financial institution

Account Services

Automated balance inquiries, transaction history, and account management

Loan Origination

AI-powered loan application intake and status updates

Debt Collection

FDCPA-compliant automated collection calls and payment arrangements

Fraud Alerts

Real-time fraud detection notifications and account verification

Payment Reminders

Automated payment due date reminders and late payment follow-ups

Get Started in 3 Simple Steps

From setup to live financial services calls

1

Configure

Set up your financial voice agent with PCI-DSS compliant workflows

2

Test

Test with sample financial scenarios and refine the flow

3

Go Live

Connect your phone number and start handling customer calls automatically

Trusted by Financial Institutions

Real results from banks, credit unions, and lenders

"Our collection rates improved by 25% after implementing AI voice agents. The compliance features give us peace of mind with TCPA and FDCPA requirements."

25% Better Collections

Regional Credit Union

Operations

"PCI-DSS compliance was non-negotiable for us. Edesy's platform met every requirement and handles 60% of our account service calls automatically."

60% Automation

Community Bank

Technology

"We handle 1,000+ customer calls daily. The AI now manages loan status inquiries and payment processing, freeing our staff for complex advisory work."

1000+ Daily Calls

Lending Institution

Operations

Simple, Transparent Pricing

Start from $0.04/min - PCI-DSS compliance included

Pay As You Go
$0.04/ minute + telephony
Start immediately, pay per minute
  • No monthly commitment
  • PCI-DSS compliance included
  • 24+ languages
  • Call analytics dashboard
  • Core banking integration available
  • 24/7 availability
Get Started Free
Most Popular
Pro
$49/ month
For growing institutions
  • $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
Enterprise
Custompricing
For banks and large institutions
  • Volume discounts
  • Dedicated infrastructure
  • Custom core banking integrations
  • SOC 2 Type II certified
  • On-premise options
  • 24/7 dedicated support
  • Custom AI training

Frequently Asked Questions

Explore More

Discover related financial services voice AI solutions

Serve customers in their language

English Financial ServicesSpanish Financial ServicesMandarin Financial ServicesArabic Financial Services

Ready to transform your financial services operations?

Start with a free trial - no credit card required. Get your PCI-DSS compliant financial services voice agent live in under 10 minutes.

Get Started FreeTalk to Sales

Related Pages

More AI voice agent resources

Related Industries

Mandarin Spanish Arabic English

Explore

All Industries AI Voice Agent Platform Voice ROI Calculator

Hear AI Voice Assistant in Action

Real demo calls showcasing low latency and natural conversations in multiple Indian languages

Hindi + English
Lead Qualification

B2B Lead Qualification - Flipkart Gift

AI voice agent qualifying B2B leads for corporate gifting. Ultra-low latency with 1-2 second response time. Bilingual conversation in Hindi and English.

1-2 second response latencyBilingual Hindi + English

Audio player powered by Google Drive

Open in Drive
Malayalam
Education

Institute Admission - Malayalam

AI voice agent handling admission inquiries and appointment booking for educational institutes in Malayalam language.

Malayalam language supportEducation sector use case

Audio player powered by Google Drive

Open in Drive
Tamil
Education

Institute Admission - Tamil

AI voice agent handling admission inquiries and appointment booking for educational institutes in Tamil language.

Tamil language supportEducation sector use case

Audio player powered by Google Drive

Open in Drive
Assamese
Lead Qualification

Solar Company Lead Qualification - Assamese

AI voice agent qualifying leads for solar installation company in Assamese language. Natural conversation flow with product inquiry handling.

Assamese language supportSolar/renewable energy sector

Audio player powered by Google Drive

Open in Drive
Bengali
Appointment Booking

Hospital Appointment Booking - Bengali

AI voice bot helping patients book hospital appointments in Bengali. Natural conversation with availability checking and confirmation.

Bengali language supportHospital appointment booking

Audio player powered by Google Drive

Open in Drive
Hindi
Appointment Booking

Hospital Appointment Booking - Hindi

AI voice bot helping patients book hospital appointments in Hindi. Handles doctor selection, time slot booking, and confirmation.

Hindi language supportHospital appointment booking

Audio player powered by Google Drive

Open in Drive
Telugu
Appointment Booking

Hospital Appointment Booking - Telugu

AI voice bot helping patients book hospital appointments in Telugu. Natural conversation flow for healthcare scheduling.

Telugu language supportHospital appointment booking

Audio player powered by Google Drive

Open in Drive

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

Stay Updated

Get the latest updates on AI voice technology, product releases, and exclusive resources.

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  • Privacy Policy
  • Terms of Service

Products

  • AI Voice Assistant
  • WhatsApp Voice AI
  • WhatsApp Bot Builder
  • AI Website Chatbot
  • AI-SDR
  • Number Masking
  • Shopify Apps
  • View All Products

Solutions

  • For E-commerce
  • For Healthcare
  • For Real Estate
  • For Restaurants
  • For Appointments
  • View All Use Cases

Services

  • AI Chatbot Development
  • Voice AI Development
  • Shopify Development
  • SaaS Development
  • WhatsApp API Integration
  • View All Services

Resources

  • Documentation
  • Voice Agent Docs
  • API Reference
  • Number Masking API Docs
  • Blog
  • Changelog
  • Book a Demo

Company

  • About Us
  • Contact
  • Careers
  • Privacy Policy
  • Terms of Service
  • AI Voice Assistant
  • WhatsApp Voice AI
  • WhatsApp Bot Builder
  • AI Website Chatbot
  • AI-SDR
  • Number Masking
  • Shopify Apps
  • View All Products
  • For E-commerce
  • For Healthcare
  • For Real Estate
  • For Restaurants
  • For Appointments
  • View All Use Cases
  • AI Chatbot Development
  • Voice AI Development
  • Shopify Development
  • SaaS Development
  • WhatsApp API Integration
  • View All Services
  • Documentation
  • Voice Agent Docs
  • API Reference
  • Number Masking API Docs
  • Blog
  • Changelog
  • Book a Demo
  • About Us
  • Contact
  • Careers
  • Privacy Policy
  • Terms of Service

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