AI Voice Agents for Financial Services
Consistent, compliant call handling for regulated conversations.
Financial services firms need first-line call handling that's consistent, logged, and quick to hand off to a qualified human the moment a conversation touches on regulated advice. VoiTech's agents handle routine queries and routing, with every call recorded and summarised for your compliance records.
Common call-handling challenges
- High call volumes around deadlines, statements, or market events
- Inconsistent call handling when different staff answer the same question differently
- Regulatory requirements around record-keeping for client calls
- Routine queries tying up staff who should be handling advice-related work
A sample call
UK compliance notes
Every call is logged with a transcript and summary, supporting your firm's record-keeping obligations. Conversations that touch on regulated advice are routed to a qualified human rather than handled by the agent, and all data is processed within UK/EU infrastructure.
Frequently asked questions
Can the agent give financial advice?
No — the agent handles first-line queries and routing. Anything touching on regulated advice is routed to a qualified human.
Are calls logged for compliance purposes?
Yes, every call produces a transcript and summary that supports your record-keeping requirements.
Can it verify caller identity before discussing account details?
Yes, identity verification steps can be configured before any account-specific information is shared.
See it working for financial services
Create a free account to configure an agent for your business, or book a demo to see one in action first.