Voice agents for financial services
From account inquiries and loan origination to claims processing, collections, and compliance verification, Speechify voice agents automate customer and advisor workflows without sacrificing financial trust.
My card was declined this morning and I don't know why.
I can help with that. For security, could you confirm the last four digits of the card?
Sure — 4417.
Thank you. There was a temporary hold from a duplicate charge — I've released it, so the card works now.
Why Financial Services teams choose Speechify
Improve customer satisfaction
Emotionally aware agents guide customers through sensitive financial conversations — account disputes, claims, and payment difficulties — with empathy and precision.
Reduce cost per resolution
Automate balance checks, payment reminders, transaction lookups, and status updates. Free your team for complex advisory conversations.
Built for financial compliance
SOC 2 Type II certified, with end-to-end encryption.
What your agents handle
Inbound support and account service
Resolve account inquiries, process transactions, and update customer information in real time.
Outbound sales and collections
Proactive outreach for payment reminders, loan offers, renewal notices, and collections with compliant workflows.
Lead qualification and conversion
Screen and qualify prospects for financial products, collect application data, and route to licensed advisors.
Enterprise-grade by default
Build your financial services voice agent
Start free, then scale on transparent per-minute pricing — LLM included.