Solution

AI Banking & Fintech Support 24/7 Transactions & Account Management

Build a Voice AI agent for your banking and fintech operations. Handle account inquiries, transactions, user support, and platform guidance around the clock.

Banking and fintech platforms need instant customer support and transaction assistance. VoiceInfra helps you build a Voice AI agent that answers every call instantly, handles account inquiries, processes transactions, provides user support, and coordinates workflows automatically. Start with a clean slate and design your own agent from scratch, then adjust every workflow to match your banking and fintech processes. Perfect for retail banks, commercial banks, fintech companies, digital wallets, payment processors, and neobanks.

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Financial Services AI Workflow
Financial Services
Workflow Steps
1

Start

Welcome to Financial Services AI!
Loan Inquiry
Account Service
+1
2

Collect Application Data

What type of loan or service are you interested in?
Personal Loan
Mortgage
+1
3

Credit Assessment

Running preliminary credit assessment and eligibility check.
Approved
Needs Review
4

Rate Calculation

Calculating best rate based on credit profile and market.
Rate Offered
Shop Options
5

Compliance Check

Verifying regulatory compliance (TRID, RESPA, KYC).
Compliant
Manual Review
6

Application Submitted

Your application has been submitted successfully!
Email Confirmation
End Call
Processing Speed

3x faster

Compliance Rate

100%

Cost Reduction

60%

Customer Satisfaction

4.9/5

Workflow Ready

All systems OK
AI WORKFLOW AUTOMATION

AI-Powered Workflow Automation

See how our AI intelligently automates complex workflows across industries, delivering consistent results with human-like understanding and precision.

Experience the power of AI-driven automation. Our intelligent workflows streamline your booking process, reduce no-shows, and enhance customer satisfaction with seamless, 24/7 availability.

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Features

Key Capabilities

Discover how our solution can transform your operations with these powerful features.

24/7 Account & User Support

Build a Voice AI agent that answers questions about balances, transactions, fees, features, and troubleshooting instantly. Customize the support workflows to match your banking and fintech policies.

Transaction Processing & Assistance

Configure your Voice AI to process transfers, payments, bill pay, currency exchanges, and provide confirmation instantly. You set the transaction rules.

Product Information & Platform Guidance

Your AI agent explains loans, credit cards, savings accounts, features, provides tutorials, troubleshoots issues, and coordinates callbacks. You configure the product knowledge base.

Account Management & Security

Configure your Voice AI to handle password resets, KYC verification, account upgrades, security checks, and fraud alerts automatically.

Core Banking & Fintech Integration

Connect your Voice AI to Fiserv, Jack Henry, Stripe, Plaid, and all major core banking and fintech platforms. Sync account and user data automatically.

Key Benefits

Benefits

See how our solution can drive value for your organization.

Answer every banking and fintech call, 24/7

Process transactions and payments automatically

Provide instant account information and user support

Handle product inquiries and platform guidance efficiently

Coordinate workflows and security checks seamlessly

Scale banking and fintech operations without hiring

Problems

Industry Challenges

Addressing the key challenges faced by organizations in your industry.

After-Hours Customer & User Calls

Customers and users call evenings and weekends with account and transaction questions. Missing calls delay resolution and frustrate clients.

Transaction Processing Time

Manual transaction processing takes time. AI can process transfers, payments, and currency exchanges instantly based on rules you set.

Support & Guidance Overhead

Customers call constantly for product information, platform guidance, and troubleshooting. Manual support consumes agent time.

Security & Account Management

Handling password resets, KYC verification, and fraud alerts manually is time-consuming and risky. AI handles it securely and instantly.

We Solve These Challenges

Our solution is specifically designed to address these industry challenges and transform them into opportunities for growth.

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Step by Step

How We Bring Your Voice AI Agent to Life

From voice design to live deployment — a proven process to get your AI agent answering calls.

1

Design Your Fintech Voice AI Agent

Define your AI agent's modern, helpful personality and voice model. Build conversation flows for account inquiries, transaction processing, product explanations, platform guidance, and security verification using VoiceInfra's visual builder.

2

Train Your AI on Fintech Product Knowledge

Upload your product documentation, fee structures, API guides, security policies, and platform tutorials. Configure RAG-powered responses so your AI delivers accurate fintech product information and guides users through platform features on every call.

3

Connect Telephony & Fintech Infrastructure

Point your SIP trunk to VoiceInfra and provision phone numbers. Integrate with your core banking platform, payment processor (Stripe, Plaid), KYC system, and CRM for real-time account and transaction data sync.

4

Test, Deploy & Monitor Live Calls

Run test calls simulating account inquiries, transaction assistance, product questions, and security scenarios. Deploy with live call monitoring, fraud alert integration, transcript review, and continuous fine-tuning of your AI agent's responses.

Results

Success Metrics

See the measurable impact our solution delivers.

Fast

Transaction Time

Instant processing

100%

Coverage

Every call answered

Fast

Support Response

Instant resolution

FAQ

Frequently Asked Questions

Find answers to common questions about our solution.

Your AI agent processes transfers, payments, bill pay, currency exchanges, and provides confirmation instantly. You configure the transaction rules and security checks.

Yes. Your AI agent handles password resets, KYC verification, account upgrades, fraud alerts, and security checks automatically. You set the account workflows.

Your AI agent explains loans, credit cards, savings accounts, features, provides tutorials, troubleshoots issues, and coordinates callbacks. You configure the product and platform knowledge bases.

Your AI agent handles routine inquiries and transactions. For complex banking or fintech questions, it transfers to your banking representative or support specialist with full context.

VoiceInfra integrates with Fiserv, Jack Henry, Stripe, Plaid, Dwolla, and all major core banking and fintech platforms through API connections. Your AI agent syncs account and user data automatically.

No. VoiceInfra gives you a blank canvas to build your own custom AI agent. Use our visual builder to design conversation flows, set transaction and security rules, and adjust everything to match your banking and fintech processes.
Customer Success

See How Our Customers Use This

Real businesses getting real results with Voice AI in this industry. Read their stories.

Norwegian Business Integrated a VoiceInfra Call Widget Using Telnyx

A Norwegian business brought their Telnyx numbers to VoiceInfra and integrated an AI-powered call widget on their website.

Read Success Story

UAE Business Setup Firm Uses AI + Zoho for Outbound Client Acquisition

A UAE business consultancy deployed AI voice agents integrated with Zoho CRM for outbound client acquisition.

Read Success Story

Cloud Consultant Deploys AI Voice Agents for Multiple Clients

A cloud consultant standardized on VoiceInfra to deliver AI voice agents across multiple client engagements.

Read Success Story
Platform Features

Features That Power This Solution

Explore the VoiceInfra features that make this solution possible

24/7 AI Voice Agents

Human-like agents that never sleep, handling calls around the clock with natural conversation.

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Real-Time Actions

Execute workflows, update CRMs, and trigger actions during live AI calls.

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Knowledge Base

Upload documents and URLs to create a RAG-powered knowledge base your AI draws from.

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Build Your Banking & Fintech Support Voice AI Agent

Join banks and fintech companies using VoiceInfra to automate transactions and user support. Design your own agent or adjust workflows to match your business.

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