AI Voice Agents for Financial Services
Deploy 24/7 AI phone agents for banks, credit unions, and financial institutions
Never miss another customer call with VoiceInfra's AI voice agents that handle account inquiries, loan pre-qualification, appointment scheduling, and customer support calls while maintaining strict financial compliance and security standards.
Key Capabilities
Discover how our solution can transform your operations with these powerful features.
24/7 Customer Phone Support
AI voice agents answer every call instantly - no more customers hanging up or calling competitors during off-hours
Account Inquiry Handling
Securely verify identity and provide account balances, transaction history, and payment due dates over the phone
Loan Pre-Qualification
Qualify loan applicants over the phone, collect initial information, and schedule appointments with loan officers
Appointment Scheduling
Book meetings with financial advisors, loan officers, and branch managers directly through voice conversations
Compliance & Security
HIPAA-level security with call recording, identity verification, and regulatory compliance built-in
SIP Integration
Seamlessly integrate with your existing phone system - no hardware replacement needed
Benefits
See how our solution can drive value for your organization.
Never miss another customer call - AI answers 24/7 even during holidays
Reduce call center costs by 65% while improving customer satisfaction
Handle 80% of routine inquiries without human intervention
Qualify loan applicants instantly and schedule follow-up appointments
Provide account information securely with voice-based identity verification
Scale customer support during peak periods without hiring staff
Industry Challenges
Addressing the key challenges faced by organizations in your industry.
After-Hours Revenue Loss
Banks lose potential customers who call outside business hours and hang up when reaching voicemail, often calling competitors instead.
High Call Center Costs
Financial institutions spend millions on call center staff to handle routine inquiries that could be automated with AI voice agents.
Compliance & Security Concerns
Financial services need secure, compliant phone systems that can handle sensitive customer information without compromising security.
Inconsistent Customer Experience
Human agents provide varying levels of service quality, leading to inconsistent customer experiences and potential compliance issues.
Implementation Process
Our proven process ensures a smooth transition to your new solution.
Phone System Integration
Connect VoiceInfra to your existing phone system via SIP - no hardware replacement needed, works with Avaya, Cisco, and other PBX systems.
Voice Agent Configuration
Set up AI voice agents with your bank's specific scripts, compliance requirements, and customer service protocols.
Security & Compliance Setup
Configure identity verification, call recording, and compliance monitoring to meet financial industry regulations.
Knowledge Base Training
Train AI agents on your products, services, policies, and procedures so they can answer customer questions accurately.
Testing & Go-Live
Test call flows with real scenarios, train staff on the new system, and deploy with 24/7 monitoring and support.
Success Metrics
See the measurable impact our solution delivers.
Cost Reduction
Decrease in customer service operational costs
Compliance Rate
Regulatory compliance across all interactions
Service Availability
Round-the-clock financial support
Faster Processing
Reduction in loan and claim processing time
Frequently Asked Questions
Find answers to common questions about our solution.
Stop Losing Customers to Missed Calls
Deploy 24/7 AI voice agents that answer every call and never take a day off