5/5 in G2 ★★★★★
AI Phone Agents for Financial Services
Qualify callers, schedule consultations, and provide consistent voice support for financial teams with careful escalation controls.
NOVA BANKLedgerlyHarborFinwiseMintPathOaklineCobaltTrustVestApex
Advisor Scheduling
Verification Calls
Escalation Support
Client Onboarding
Advisor Scheduling
Verification Calls
Escalation Support
ReviewsSee What Customers
See What Customers
Say About Us
✓
Faster Client Intake
Financial teams can qualify callers, collect account context, and book consultations before an advisor steps in.
✓
Policy-Aware Conversations
Routine answers stay inside approved guidance while sensitive financial questions move to the right specialist.
✓
Advisor-Ready Handoffs
Every escalation includes caller goals, verification notes, and next steps so advisors do not start cold.
"Our advisors start each call with context instead of a blank screen, which changed the pace of our client intake."
Elena Brooks
Client Operations Lead, Harbor Finance
"The agent handles repetitive routing while our team stays focused on the conversations that need judgment."
Marcus Chen
Director of Service, Cobalt Capital
Enhance Financial Services Service And Offload Tasks With AI Phone Agents.
phone customer call in
Introduction
Ask their inquiry
User has specific request
Route
Send to right workflow
Qualification
Guide callers through consultation and account questions
✓
Collect intent before handoff
Capture the caller's goal, account type, and preferred next step before routing them to your team.
✓
Book advisor consultations
Schedule meetings with the right specialist while keeping context attached to the call summary.
Escalation Rule
Controls
Protect sensitive workflows with clear escalation rules
✓
Verify before discussing details
Prompt for approved verification details and move uncertain calls to a human teammate.
✓
Keep answers inside policy
Define which questions agents can answer and which requests must be reviewed by staff.
Schedule Follow-Up
Call summary
Owner
Next action
Timezone
A new follow-up has been scheduled.
Follow-Up
Turn each conversation into a clean next step
✓
Create CRM-ready notes
Summaries, caller needs, and next actions can flow into your financial services workflow.
✓
Reduce back-and-forth
Give advisors useful call context before they return the call or join a scheduled consultation.
Integrations
Integrate With Your Existing Stack
Connect call summaries, routing outcomes, and follow-up tasks to the tools your financial services team already uses.
SaSalesforce
HuHubSpot
PlPlaid
CaCalendly
DoDocuSign
ZeZendesk
InIntercom
SlSlack
SaSalesforce
HuHubSpot
PlPlaid
CaCalendly
DoDocuSign
ZeZendesk
InIntercom
SlSlack
Don't have developer resources? Find a certified partner to help.
FIND A PARTNERPricing
Cut Costs By 90% With AI Phone Agents
Scale phone coverage for routine calls, after-hours demand, and follow-up work without compromising service quality.
Pay as you go
$0 to start.
- ✓$0.07-$0.12 per minute - Pay only for what you use.
- ✓60 mins of free access.
- ✓20 concurrent calls.
- ✓10 Free Knowledge Bases.
$
Enterprise Plan
For companies with large call volumes, custom workflow needs, or dedicated support requirements.
- ✓White glove service for your use case.
- ✓Premium support with dedicated solution engineer teams.
- ✓Custom pricing and concurrent calls based on your needs.
F.A.Q
Questions & Answers
All accounts include a 60-minute free trial.
Can AI phone agents qualify financial services callers?v
AI Voice Platform can automate routine financial services calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
How do voice agents handle sensitive financial questions?v
AI Voice Platform can automate routine financial services calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
Can calls be routed to specific advisors or departments?v
AI Voice Platform can automate routine financial services calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
Can summaries be sent to CRM or support tools?v
AI Voice Platform can automate routine financial services calls, collect context, and hand off complex requests to your team with clear summaries and routing rules.
More questions? Visit our docs