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
Related reading
Frequently asked
Q.Does the voice agent verify caller identity?
Yes. The agent can authenticate callers through multi-factor verification — account number, date of birth, security questions, or OTP — before disclosing any sensitive information.
Q.Can it handle balance inquiries and transaction history?
Once the caller is authenticated, the agent reads back account balances, recent transactions, and pending charges in real time.
Q.Is it compliant with financial data protection regulations?
Call2Me supports encrypted transport, PCI-aware call handling, and configurable audit logging so you can meet PCI-DSS, SOC 2, and regional data-protection requirements.
Q.How does it handle fraud alerts or suspicious activity?
The agent can place outbound fraud-verification calls, confirm or deny flagged transactions, and lock a card instantly based on the caller's response.
Q.Can it escalate complex financial queries to a human advisor?
Yes. Any call that exceeds the agent's scope is warm-transferred to a licensed advisor along with a full transcript and summary.
Build your financial services agent
$5 free credits. No credit card required.