Financial services firms handle thousands of routine calls — account updates, payment reminders, loan status enquiries, and KYC verification — that consume advisor time and create compliance risk when handled inconsistently. Voxty.ai deploys AI voice agents that handle these calls with precision, consistency, and a full audit trail.
The challenges that are costing financial services businesses revenue every single day.
Advisors spend 40% of their time on routine calls that add no advisory value
Inconsistent call handling creates compliance gaps and regulatory exposure
Payment reminder campaigns require large outbound teams with high turnover
KYC and verification calls are time-consuming and prone to human error
Customer satisfaction suffers when hold times exceed 3 minutes — the industry average is 8
Voxty.ai voice agents follow your exact compliance scripts, capture structured data, and maintain a full audit trail of every interaction — giving you the consistency of a machine with the warmth of a human conversation.
Automated outbound calls for overdue accounts — personalised by balance, days overdue, and customer history. The agent offers payment plans, captures commitments, and escalates disputes to human agents with full context.
Proactively call customers to verify contact details, update KYC information, and confirm account preferences — reducing regulatory risk and keeping your data clean without manual outreach campaigns.
Applicants calling for status updates are authenticated, given accurate status information, and guided through next steps — reducing inbound call volume to your processing team by up to 60%.
Identify customers eligible for new products — savings accounts, insurance, credit facilities — and run personalised outbound campaigns. The agent qualifies interest and books advisor callbacks for warm, pre-qualified prospects.
Every call follows your approved scripts exactly. No improvisation, no missed disclosures, no compliance gaps. Full call recordings and transcripts for regulatory audit purposes.
Multi-factor voice authentication using knowledge-based questions, account details, and voice biometrics — meeting FCA, PCI-DSS, and GDPR requirements for customer verification.
Native integrations with Salesforce Financial Services Cloud, Temenos, Finastra, and major core banking platforms. Real-time data access ensures agents always have accurate account information.
Every interaction is logged with timestamp, agent ID, customer responses, and outcome. Exportable for regulatory reporting, dispute resolution, and quality assurance.
Real-time sentiment monitoring detects distress, anger, or vulnerability. Calls are immediately escalated to trained human agents with a full context brief — meeting FCA Consumer Duty requirements.
Serve diverse customer bases in their preferred language. Critical for financial inclusion and regulatory compliance in multilingual markets.
"Our compliance team was spending 20% of their time reviewing call recordings for script adherence. With Voxty.ai, compliance is built into every call by design. We've eliminated compliance breaches on routine calls entirely, and our collections rate has improved by 3x."
Yes. Our call flows are designed to meet FCA Consumer Duty requirements, GDPR data minimisation principles, and PCI-DSS standards for payment data. We provide full documentation for regulatory submissions.
Absolutely. Our vulnerability detection protocols identify indicators of financial difficulty, mental health challenges, or communication barriers. These calls are immediately escalated to specialist human agents with a full context brief.
We support multi-factor authentication using knowledge-based questions, account reference numbers, and date of birth verification. Voice biometric authentication is available on the Scale and Custom plans.
Yes, fully. Every script, tone, escalation threshold, and payment plan option is configured to your exact requirements and approved by your compliance team before deployment.