Built for modern financial services teams
AI Voice Agents for Financial Services
Qualify callers, schedule consultations, and provide consistent voice support for financial teams with careful escalation controls.
Consultation bookingCaller verificationEscalation controls
Voice agent active
Connect with the tools powering leading financial services teams
NOVA BANKLedgerlyHarborFinwiseMintPathOaklineCobaltTrustVestApex
Advisor Scheduling
Verification Calls
Escalation Support
Reviews
Better conversations for customers and teams
Built to move routine calls forward while keeping your people in control of nuanced conversations.
Faster Client Intake
"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
Policy-Aware Conversations
"The agent handles repetitive routing while our team stays focused on the conversations that need judgment."
Marcus Chen
Director of Service, Cobalt Capital
Operational impact
Advisor-Ready Handoffs
Every escalation includes caller goals, verification notes, and next steps so advisors do not start cold.
✓ Designed for daily operations
Financial Services features✓Check Qualification Feature
✓Check Escalation Feature✓Check Follow-Up Feature
Support every financial services call with a clear next step
Collect the right context before a human conversation so advisors and service teams can respond with less back-and-forth.
Qualification
Advisor Scheduling
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.
Controls
Verification Calls
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.
Follow-Up
Escalation Support
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
Your financial services stack, connected
Define what agents can answer, when they should hand off, and how conversations are reviewed before follow-up.
01Workflow
Consultation booking
Connect call context, outcomes, and next steps to the tools your team already checks.
02Workflow
Caller verification
Connect call context, outcomes, and next steps to the tools your team already checks.
03Workflow
Escalation controls
Connect call context, outcomes, and next steps to the tools your team already checks.
Salesforce
HubSpot
Plaid
Calendly
DocuSign
Zendesk
Intercom
Slack
⇄Find a partner →
Need help connecting your systems?
Work with a certified partner for setup, migration, and workflow design.
Pricing
Simple plans that scale with your calls
Start with usage-based pricing, then move to a tailored plan as your call volume and deployment needs grow.
Start small
No setup feePay as you go
$0.07–$0.12per minute
- ✓$0 to start and pay only for usage.
- ✓60 minutes of free access.
- ✓20 concurrent calls.
- ✓10 free Knowledge Bases.
For growing teams
Custom planEnterprise
Let's talk
Built around your volume and deployment.
- ✓White-glove setup for your use case.
- ✓Dedicated solutions and premium support.
- ✓Custom concurrency, pricing, and workflows.
- ✓Deployment guidance for financial services teams.
F.A.Q
Questions & answers
Practical answers for planning your financial services voice agent.
Can AI phone agents qualify financial services callers?⌄
AI voice agents can handle repeatable financial services calls, collect structured context, answer approved questions, and transfer conversations that need human judgment.
How do voice agents handle sensitive financial questions?⌄
You control the approved scripts, data collected, escalation rules, and review workflow. Your team should validate the final setup against the privacy and compliance requirements that apply to its financial services operations.
Can calls be routed to specific advisors or departments?⌄
Routing rules can use the caller's request, availability, location, or account context to reach the right person. Human handoffs can include a concise conversation summary.
Can summaries be sent to CRM or support tools?⌄
Yes. Supported integrations, APIs, and webhooks can send call summaries, outcomes, and follow-up tasks into the systems your financial services team already uses.
More questions? Visit our docs
Ready to get started?