Voice AI Agents for Fintech: hold natural phone conversations and act on them.
Voice AI 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
- AgentAnswer and place calls in natural speech
- In your toolsWork out what the caller wants from plain speech
- DoneBook, update and route in real time
THE PROBLEM IN FINTECH
Teams in fintech lose hours and revenue to work that voice AI 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
- Answer and place calls in natural speech
- Work out what the caller wants from plain speech
- Book, update and route in real time
- Escalate to a human with full context
- Work in your existing phone system
- Pick up every hour of every day
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
“The numbers sold it: we booked 70 more appointments in the first month, and we stopped sending about 40 calls a week to voicemail. It paid for itself in the first month. What I didn't expect was how much calmer the office feels.”
“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.”
“After-hours calls turn into booked visits instead of hang-ups. That's the headline. What won my team over is how the voice agent handles the odd cases: it hands them to a person with full notes instead of guessing.”