AI Call Agents for Fintech: run your inbound and outbound calls.
AI Call Agents set up for fintech, connected to your tools and run by your rules. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.
SEE IT WORK
- Incoming callA caller asks for help
- AgentPlace reminder and follow-up calls
- In your toolsConfirm and reschedule appointments
- DoneRun surveys and collect feedback
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that AI call agents can handle. We build the agent around your process, so your people spend their time on the work that needs a human.
WHAT IT DOES FOR FINTECH
- Place reminder and follow-up calls
- Confirm and reschedule appointments
- Run surveys and collect feedback
- Qualify inbound callers
- Log every call to your CRM
- Hand off live when needed
WORKS WITH YOUR STACK
- Stripe
- Intercom
Connected to your systems and set up for your compliance rules. Live in 5 business days.
Book a meeting with us nowThe proven version, live within hours, with a 30-day money-back guarantee.
Get the agent nowQuestions
How fast can it go live?
The ready-made agent goes live within hours. A custom build for your workflow goes live in 5 business days.
Does it fit our tools?
Yes. It connects to tools like Stripe and Intercom, and to anything else through a secure API.
Is our data handled properly?
Data is encrypted and every action the agent takes is logged. Compliance status: SOC 2 in progress.
What teams in fintech say
“We were about to hire someone to place reminder and follow-up calls. The AI call agent does it for a fraction of the salary. Two months in, our front desk got back about 25 hours a week. That hire never happened, and nobody misses it.”
“I didn't trust it until I watched it handle onboarding and KYC prompts on our busiest day of the year without a single complaint. A backlog that used to sit at 400 tickets is under 30. If you're comparing options, book the call.”
“Before the AI call agent, the phone rang through lunch and half of it went to voicemail. Now it handles that around the clock, we stopped sending about 40 calls a week to voicemail, and my team spends its day on work that needs a person.”