AI Voice Solution for Financial Services

AI Phone System for Banks & Credit Unions 24/7 Customer Support & Loan Processing

Your customers expect instant answers, even on weekends. VoiceInfra helps you build a custom Voice AI agent for your financial institution that answers every call, verifies accounts, pre-qualifies loans, and schedules appointments automatically. Start with a clean slate and design your own agent from scratch, then adjust every workflow to match your banking processes. Perfect for banks, credit unions, community banks, and financial cooperatives.

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The Old Way

Missed call from (214) 555-0851. Robert Chang, a 12-year credit union member, called at 8:30 PM wanting a $35,000 HELOC for a kitchen renovation. He had a competitor quote at prime plus 1% and wanted his credit union to match it.

HELOC application lost to competitor.
The VoiceInfra Way

With VoiceInfra, Robert's 8:30 PM call about a $35,000 HELOC is answered instantly. The AI verifies his identity, reviews his 12-year account history, and pre-qualifies him , no call goes to voicemail.

Identity verification, account history, and pre-qualification synced to core banking with appointment booked.

Every member retained. Every loan captured.
Enterprise Secure
Quick Setup
24/7 Support

How VoiceInfra handles your financial services workflow on every interaction.

You don't need an AI to say "leave a message." You need one that understands financial services-specific context and captures the details you need.

1

24/7 Customer Phone Support

Build a Voice AI agent that answers every call instantly for balance inquiries, transaction questions, and payment due dates. Customize the support workflows to match your banking policies.

2

Secure Account Verification

Configure your Voice AI to verify customer identity securely and provide account information, transaction history, and payment status on demand. You set the verification rules.

3

Loan Pre-Qualification

Your AI agent collects applicant information, checks basic qualifications, and schedules appointments with loan officers. You configure the qualification criteria.

4

Appointment Scheduling

Configure your Voice AI to book meetings with financial advisors, loan officers, and branch managers directly through voice conversations.

See How Our AI Handles a Financial Services Call

Call in progress
Hi, I've been a member for 12 years and I'm looking to get a $35,000 HELOC for a kitchen renovation. Can you help me with that?
Absolutely, and thank you for your loyalty. Let me pull up your account. For verification, can you confirm the last four digits of your member number and your ZIP code?
Member number ends in 7821, ZIP is 75024.
Verified. I can see your home has an estimated equity position that comfortably supports a $35,000 HELOC. Based on your 12-year history and credit profile, you pre-qualify for our prime rate of 7.25 percent with no origination fee. I've prepared a summary for you.
That's better than the competitor quote I got. Can I lock this in and talk to someone about finalizing?
I'm glad we could beat that. I've reserved the rate and scheduled you with our senior loan officer, David, for tomorrow at 10 AM. The pre-qualification summary and appointment details are in your inbox.
AI WORKFLOW AUTOMATION

AI-Powered Workflow Automation

See how our AI intelligently automates complex workflows across industries.

Incoming Banking Call

AI answers bank and credit union calls 24/7 for account inquiries, loan pre-qualification, and support.

Transitions
Account Inquiry
Loan Pre-Qual
Schedule Appointment
Talk to Advisor

Verify Customer Identity

AI securely verifies customer identity using multi-factor authentication and pulls up account info.

Transitions
Identity Verified

Reschedule Appointment

AI reschedules financial advisor or loan officer appointments and updates the calendar.

Transitions
Appointment Rescheduled

Transfer to Bank Rep

Complex account issues, loan applications, or financial planning questions transferred to bank representative.

Transitions
Rep Connected

Cancel Loan/Service Request

AI processes loan application withdrawals or service request cancellations.

Transitions
Cancelled

Identify Banking Need

AI identifies the need: account balance, transaction history, loan inquiry, or appointment booking.

Transitions
Need Identified

Request/Inquiry Completed

AI confirms account info, loan pre-qualification, or appointment and sends confirmation securely.

Check Account/Loan Status

AI checks account balances, transaction history, loan eligibility, or advisor availability.

Transitions
Info Available

Confirm Details & Appointment

AI confirms account details, loan pre-qualification result, or appointment time and sends confirmation.

Transitions
Confirmed
Modify

Experience the power of AI-driven automation with intelligent workflows.

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Real Results from Real Customers

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GOT QUESTIONS?

Have questions about financial services automation? Just ask.

The team behind our financial services deployments answers every question in plain English. Want to hear it on your own calls instead? Tick the box and we'll include a live demo.

  • Answered by the people who deploy these
  • Live demo on your own calls, if you want one
  • A reply within one business day
No spam. Your question, our answer. That's it.

Why Traditional Approaches Fail for Financial Services

After-Hours Revenue Loss

Banks lose potential customers who call outside business hours and hang up on voicemail, often calling competitors instead.

Result:

Missed calls, lost revenue, and overwhelmed staff.

High Call Center Costs

Financial institutions spend millions on call center staff to handle routine inquiries that could be automated.

Result:

Rigid systems that fail to adapt to real-world workflows.

VoiceInfra

VoiceInfra verifies customer identity, provides real-time account balances and loan eligibility, and pre-qualifies applicants with enterprise-grade security and full audit logging.

Result:

Every customer served, every loan captured, and every interaction secure.

Compare Your Options

FeatureManual/VoicemailGeneric AITraditional Call CenterVoiceInfra
24/7 AI Voice Agents
No-Code Visual Workflow Builder
Human-Like Premium Voices
Multi-LLM Provider Choice
30+ Languages
Keep Your Existing Phone System
Call Transfer with Full Context
Call Analytics & Transcripts
Knowledge Base (RAG-Powered)
Setup TimeNoneDaysWeeksMinutes
PricingInstant (but loses calls)$49-99/mo (~80 min)$300-600/moFrom $49/mo (175 min)

Works With Your Existing Tools

VoiceInfra connects with the tools your financial services team already uses. Call summaries, transcripts, and actions sync automatically, no workflow changes needed.

Salesforce
HubSpot
Google Calendar
Calendly
Slack
Microsoft Teams
Stripe
Shopify
View All Integrations

Start in minutes. No IT required.

1

Design Your Banking Voice AI Agent

Define your AI agent's professional, trustworthy personality and voice model. Build conversation flows for account inquiries, transaction verification, loan pre-qualification, appointment scheduling, and secure identity verification using VoiceInfra's visual builder.

2

Train Your AI on Banking Knowledge

Upload your product guides, fee schedules, loan products, interest rate tables, and compliance documentation. Configure RAG-powered responses with strict guardrails so your AI delivers accurate, compliant banking information on every call.

3

Connect Telephony & Core Banking Systems

Point your SIP trunk to VoiceInfra and provision phone numbers. Integrate with your core banking platform (Fiserv, Jack Henry), CRM, and appointment scheduling tools. Configure enterprise-grade security and call recording.

4

Test, Deploy & Monitor Live Calls

Run test calls simulating balance inquiries, loan pre-qualification, appointment booking, and security verification scenarios. Deploy with live call monitoring, compliance auditing, transcript review, and continuous fine-tuning of your AI agent's responses.

Frequently Asked Questions

Your AI agent follows approved scripts, maintains consistent messaging, and documents every interaction. You configure the compliance rules for GLBA and other regulations, and the AI adheres to them strictly.

Yes. Your AI agent uses multi-factor identity verification and connects to your core banking system via secure API to provide real-time account information while maintaining security.

Your AI agent handles routine inquiries and pre-qualification. For complex discussions, it transfers to a human advisor with full conversation context. No customer ever repeats themselves.

Your AI agent collects applicant information, checks basic qualifications based on rules you set, and schedules appointments with loan officers. You configure the qualification criteria.

Absolutely. Your AI agent checks advisor availability, considers specialty and location, schedules meetings, and sends reminders. You set the scheduling rules.

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

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

Your AI agent handles routine inquiries, verifies accounts, pre-qualifies loans, and schedules appointments. This dramatically reduces call center costs while improving customer satisfaction.

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