AI Receptionists for Fintech: answer every call and book every appointment.
AI Receptionists 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
- AgentAnswer in one ring, 24/7
- In your toolsBook into your calendar
- DoneAnswer FAQs
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that AI receptionists 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
- Answer in one ring, 24/7
- Book into your calendar
- Answer FAQs
- Transfer with context
- Take messages
- Send reminders
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 answer in one ring, 24/7. The AI receptionist does it for a fraction of the salary. Two months in, we booked 70 more appointments in the first month. That hire never happened, and nobody misses it.”
“Onboarding and KYC prompts used to eat two or three hours of every day. The agent owns it now, our CSAT went from 4.1 to 4.7, and the only cases that reach us are the ones that need a person.”
“Before the AI receptionist, my front desk spent every morning playing phone tag. Now it handles that around the clock, after-hours calls turn into booked visits instead of hang-ups, and my team spends its day on work that needs a person.”