Conversational AI for Banking & Finance

Automate Your Banking and Financial Tasks with an AI-powered Voice Assistants Platform. Deploy our no-code Solutions in simple steps to improve customer satisfaction

Banking & Finance

Customer service

Virtual assistants can be used to answer customer questions, resolve issues, and provide information about products and services. This can help to reduce the workload of customer service representatives and improve the speed at which customers receive assistance.

Can you help me check my bank account balance?

Intent: /check_balance

vTalk.ai

Of course! Can I have your account number and the last four digits of your social security number for security purposes?

Sure, it's 123456789 and 1234

Entity: account_number=”123456789”, ssn_digits=”1234”

Action - API Call: show_balance(‘123456789’,’1234’) - status OK;

vTalk.ai

Thank you! Your current balance is $2,500. Is there anything else I can assist you with today?

Make customers 20% more satisfied with 24/7 support

By assisting 24/7, a virtual voice assistant can help reduce response times and ensure that customers can receive assistance when needed. Customers may appreciate being able to access assistance anytime or night rather than being limited to business hours.

Make customers 20% more satisfied with 24/7 support

Reduce operational costs

Using a virtual voice assistant in the banking and finance industry can help reduce operational costs by automating tasks, improving efficiency, and reducing the need for physical branches and human customer service representatives.

Reduce operational costs

Increase your leads qualifying quality

By analyzing customer data, a virtual voice assistant can identify individuals who may be interested in specific products or services and qualify them as leads.
vTalk.ai voice bots can also answer customer questions and help generate leads by providing the information needed to make a decision.

Increase your leads qualifying quality

Improve payment processing

Virtual voice assistants can assist customers with tasks such as setting up automatic payments or scheduling one-time payments, helping to streamline the payment process.
By automating tasks such as data entry, virtual voice assistants can help reduce the risk of errors in the payment process and handle routine tasks such as verifying customer information and processing payments.

Improve payment processing

Why vTalk?

Free Setup and launch
Free Setup and launch

The setup and installation of the AI-powered virtual voice assistant are entirely free

3x Cost Reducing
3x Cost Reducing

Save operating expenses and increase your productivity by automating typical procedures

Deployment Just in 1 Week
Deployment Just in 1 Week

Within a week get your voice AI fully customized to your unique demands and deployed

Proprietary NPL Engine
Proprietary NPL Engine

Get all the benefits with well-designed NLP engine with appropriate human voice interpretation

No Code Development
No Code Development

An enterprise-ready, no-code builder that makes it easier to create AI voice assistants

Free API Integration with Any Service
Free API Integration with Any Service

Our free API integration with any of your services enables business processes to operate correctly

Just six steps to start

Your internal job
Platform
Define a target
Create a conversation script
Build a scenario in visual designer
Provide AI training
Make test calls and improve the model
Go to live calls

Virtual agents benefits for Banking & Finance

*
For your customers
    • 24/7 availability
    • Fast answers to typical questions
    • The reduced waiting time
*
For your emloyees
    • Better work comfort
    • Opportunities to upskill
    • Reduce routine and burnout tasks
*
For your business
    • Improved customer satisfaction
    • More profit without quality compromises
    • Improved brand trust for business success

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Frequently asked questions

Latest insights

Research

Think about a time when you needed help with your finances. You called your bank, only to be put on hold for what seemed like an eternity. Frustrated, you hung up and tried again later, only to be met with the same result. The whole experience made you feel your time and concerns were not valued.

Emily Ross
Emily Ross
Feb 14, 2023
Research

The conversational AI market is booming, and the technology will be further implemented in the banking industry. How do we know this?First, a reported 32% of banks already use some form of Artificial Intelligence (AI) in their operations. Plus, according to Digital Banking Report research, about 75% of financial...

Mia Wilson
Oct 5, 2022
Research

Do you remember times when customers tried to make payments just before the end of work hours and the problems it caused? Did you receive complaints about poor customer service, even though it was explicitly stated that payments must be made by a certain time? If so, you probably know how frustrating and costly it can be.

Mia Wilson
Nov 9, 2022