🏦 Finance & Banking
Your AI Frontline for Smarter Service
Automate banking interactions with precision, compliance, and empathy.
💡 The Challenge
Modern banking is digital-first — but your customers still demand real-time, human-like service.
Traditional support teams can't handle thousands of calls, transaction queries, and loan requests around the clock.
Voxket's AI Agents act as your 24/7 financial front office — handling customer queries, transaction updates, and loan applications, all while meeting compliance and data security standards.
🧩 Top 5 Frontline Use Cases
Account & Transaction Queries
Customers check balances, recent transactions, or statements instantly.
Credit Card & Loan Applications
Guide users through eligibility, document uploads, and application status.
KYC & Compliance Updates
Verify customers and collect required KYC documents securely.
Payment Reminders & Alerts
Send automated voice or chat alerts for upcoming dues or failed payments.
Fraud Alerts & Dispute Handling
Detect anomalies, verify user identity, and escalate suspicious activity.
⚙️ How Voxket Agents Solve This
Voice Agent
Handles 24/7 inbound account queries — balance checks, card activation, loan inquiries.
Chat Agent
Walks users through KYC updates or card applications interactively.
Outbound Campaigns
Automated reminders for EMIs or bill payments.
IVR Agent
Intelligent routing and voice authentication for secure calls.
🔗 Integrates with:
Plaid, Stripe, Finicity, Salesforce Financial Services Cloud, Zoho Books, Razorpay
💡 Deliver banking-grade precision with customer-grade experience.
🔗 Deployment Options
Voice & IVR Agents
Real-time conversational banking — inbound or outbound
Chat Agents
App-embedded support with contextual data
Outbound Campaigns
Proactive reminders or marketing campaigns
Video Agents (Beta)
Human-like onboarding & consultation experience
🧠 Monitoring & Analysis
Ask Deep Analysis Agent:
"Show me top 5 transaction queries this week."
"What's our average call resolution time per product type?"
💡 Every conversation becomes a compliance-ready data point.
💼 Business Impact
Response Time
10× faster query resolution
Support Load
70% reduction in Tier-1 calls
KYC Efficiency
Automated verification within seconds
Cross-Sell Conversion
15–20% uplift via proactive engagement
⚙️ Technical Highlights
AES-256 encrypted data flows
PCI-DSS and GDPR-ready handling
Voice biometrics and OTP verification
Secure LLM prompt injection prevention
Low-latency WebSocket streaming
Sentiment-aware escalation
Live dashboards for operational performance
Integration SDKs for banking CRMs
