OP-06
AI voice agent
An AI voice agent for banking, card and loan servicing calls
TL;DR
The banking servicing agent answers routine customer calls for banks, lenders and card issuers: balances, recent transactions, card requests and loan or credit-limit questions. It follows your verification and policy rules, and passes sensitive or complex calls to your team with a written summary.
Inputs
Core banking or CRM data, policies
Output
Resolved request or hand-off
Live in
4 weeks
Pricing
Quoted after discovery
Languages
40+, incl. Hindi
What does it do?
Answers routine banking calls in a natural voice: balances, recent transactions, card requests and loan or credit-limit questions. It follows your verification and policy rules and hands sensitive cases to your team.
Answers balance and transaction queries
Handles card, loan and credit-limit requests
Follows your verification and policy rules
Hands sensitive calls to your team with a summary
Who is it for?
Banks, NBFCs, lenders, card issuers and fintech teams in the UK and India with high volumes of routine servicing calls.
What does it connect to?
Your core banking system or CRM through APIs, Salesforce or HubSpot, and phone lines through Twilio, Genesys, Amazon Connect, Exotel or another provider.
How long does it take, and what does it cost?
Most agents go live in about 4 weeks, followed by two weeks of close support. Every build is quoted after a free discovery call: once we have mapped your calls, rules and systems, you get a fixed setup price within 48 hours. Ongoing LLM token and call-minute usage is billed at cost, with no mark-up.
Common questions
How does it verify callers?
It runs the verification steps you define, such as security questions or a one-time code, before sharing any account details. If a check fails, it hands the call to your team.
Can it read out account balances?
Yes, once the caller is verified and only from the systems you connect. You decide what it may share and what always goes to a person.
Does it speak Hindi and regional languages?
Yes. It speaks English, Hindi, Bengali, Tamil, Telugu, Marathi, Gujarati, Kannada, Malayalam, Punjabi, Odia and Assamese, and replies in the caller's language.