🏦Financial Services

AI Voice Agents for Banks & Financial Institutions

Secure, compliant voice automation for account inquiries, loan applications, and customer support

Common Challenges in Financial Services

High call volume for routine balance and transaction inquiries

Expensive 24/7 call center operations

Compliance requirements for all customer interactions

Fraud detection needs real-time response

Multi-language support for diverse customer base

How Kallina AI Solves These Challenges

Secure account balance and transaction inquiries

Automated loan pre-qualification

Compliant call recording and transcription

Real-time fraud alert handling

Multilingual support with local accent recognition

Key Benefits for Financial Services

🔐

Secure Authentication

Voice biometrics and multi-factor authentication

💳

Account Services

Balance, transactions, and statement requests

📋

Loan Pre-Qual

Pre-qualify applicants before agent handoff

🚨

Fraud Alerts

Real-time response to suspicious activity

📜

Compliance Ready

Full recording, transcription, and audit trails

🏛️

Core Banking

Integration with major banking platforms

Results You Can Expect

2000+
Calls Handled Daily
60%
Cost Reduction
91%
Customer Satisfaction
4
ROI Timeline

Use Cases for Financial Services

Account Inquiries

Secure balance checks, recent transactions, and statement requests with voice authentication

Loan Applications

Pre-qualify loan applicants, collect initial information, and schedule appointments with loan officers

Card Services

Report lost/stolen cards, check card status, and handle activation requests

Fraud Response

Immediate response to fraud alerts with verification and account freeze capabilities

Frequently Asked Questions

How do you ensure security and compliance?
Kallina AI is designed for financial services with SOC 2 Type II compliance, end-to-end encryption, voice biometrics, and complete audit trails. We support PCI-DSS and GDPR requirements.
Can it integrate with our core banking system?
Yes, we integrate with major core banking platforms including Temenos, Finastra, FIS, and Jack Henry through secure APIs. Real-time data sync ensures accurate information.
How does voice authentication work?
We support voice biometrics for authentication, combined with knowledge-based verification. This provides a secure yet frictionless experience for returning customers.
Can it handle complex financial queries?
The AI handles routine inquiries automatically and intelligently escalates complex cases to human agents with full context. You define the escalation rules.

Ready to Transform Your Financial Services Business?

Join hundreds of businesses already using Kallina AI to automate their customer communications.

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Made with ♡ by Kallina AI Team — 2025