AI-powered voice technology that handles customer outreach, collections, and follow-ups while reducing costs by 80%. Perfect for banks, lenders, and financial services.
24/7 automated calling. Perfect compliance. No agent turnover. Professional voices that customers trust for sensitive financial conversations.
How It Works
Every hour your staff spends on routine calls is money that could be spent on high-value customer relationships, complex cases, and business growth.
| Business Type | Community Bank | Credit Union | Lending Company |
|---|---|---|---|
| Customer Calls/Month | 3,500 calls | 2,800 calls | 4,200 calls |
| Staff Hours Required | 583 hours/month | 467 hours/month | 700 hours/month |
| Staff Cost (@ $22/hour) | $12,826/month | $10,274/month | $15,400/month |
| Missed Opportunities | $8,500/month | $6,200/month | $12,000/month |
| Total Monthly Cost | $21,326/month | $16,474/month | $27,400/month |
Call the number below to experience a sample customer outreach call. Professional, compliant, and indistinguishable from your best agents.
Try It Now: (707) 532-2127Banks & Credit Unions
Lending Companies
Merchant Cash Advance
Investment Firms
Insurance Companies
Collection Agencies
Transform basic customer lists into actionable intelligence with detailed outcome reports and next steps.
Send us your customer data format (name, phone, account details, call purpose). We customize the AI voice for your compliance requirements and brand guidelines.
Upload your customer lists. Our AI starts calling with perfect consistency and compliance. Get real-time updates as calls complete with full documentation.
Test our financial services agent now:
(707) 532-2127| Customer Name | Phone | Account Type | Call Purpose | Priority |
|---|---|---|---|---|
| Sarah Chen | (555) 123-4567 | Business Loan | Payment reminder - due in 3 days, discuss automatic payment setup | High |
| Mike Rodriguez | (555) 234-5678 | Mortgage | Rate reduction opportunity - current customer eligible for refi | Medium |
| Lisa Johnson | (555) 345-6789 | Credit Card | Account review - discuss credit limit increase and new rewards program | Low |
| Customer | Status | Call Summary | Customer Response | Next Action |
|---|---|---|---|---|
| Sarah Chen | ✅ Connected | Reminded about upcoming payment. Discussed automatic payment benefits and security features. Customer very receptive. | Enrolled in auto-pay | Send confirmation email, schedule follow-up |
| Mike Rodriguez | ✅ Connected | Explained refinancing opportunity with current rates. Customer interested but wants to discuss with spouse first. Positive conversation. | Interested, needs time | Schedule callback in 1 week, send rate info packet |
| Lisa Johnson | 📞 Voicemail | Left professional message about account benefits and credit limit review. Mentioned exclusive rewards program eligibility. | Pending callback | Follow up tomorrow evening, send benefits email |
Plus: Full call recordings, transcripts, and compliance documentation!
Complete audit trail for regulatory compliance, training, and quality assurance.
High turnover, compliance requirements, and capacity limitations are preventing you from reaching customers effectively and growing relationships.
Financial services has 20-30% annual turnover. Constant recruiting, training, and security clearances drain resources while experienced staff take relationship knowledge with them.
Your team can only make so many calls per day. Customer outreach, payment reminders, and relationship building compete for the same limited hours.
Financial regulations change constantly. Human agents struggle with TCPA, FDCPA, and state-specific requirements. Violations can cost thousands per incident.
Agent skill levels, mood, and experience vary. Your best relationship manager's off day can damage customer trust that took years to build.
Our AI maintains professional standards, follows compliance protocols, and delivers consistent service that builds customer trust.
Built-in compliance for TCPA, FDCPA, and all major financial regulations. Perfect documentation and audit trails for every interaction.
Trained specifically for financial services conversations. Appropriate tone for sensitive topics like payments, credit, and financial planning.
Reach customers when convenient for them - evenings, weekends, and holidays. Consistent professional service around the clock.
Stop wasting resources on inefficient manual processes. Let AI handle routine outreach while your team focuses on complex relationships and strategic growth.
Call now to hear exactly how our AI sounds to your customers. Professional, compliant, and trustworthy.
Try it with 25 customer calls • Perfect regulatory compliance • Custom setup for your business • No long-term contracts