Financial Services
Voice AI for financial services
Banks, fintechs, and credit unions use voice AI to handle authenticated routine inquiries — balance checks, transaction history, card status — plus outbound fraud-alert verification calls. Authentication, audit logging and PII handling are configurable per workflow.
Capabilities
Account Balance
Transaction History
Fraud Detection
Loan Applications
Related reading
Voice AI vs IVR: which one should you actually use in 2026?
IVR phone menus annoy callers and lose deflection rates. Voice AI sounds human and handles the same calls for less. Here's the honest comparison — when each one still wins.
From PDF to live phone call: how voice AI uses your knowledge base
What actually happens when a caller asks 'do you have gluten-free pasta' and the agent answers correctly — chunking, embeddings, retrieval, grounding, and the failure modes that break it. The pragmatic engineering view of RAG for voice.
Build your financial services agent
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