Voice AI for Financial Services

24/7 intelligent customer care for banks, fintechs, and payment platforms — handling sensitive conversations with compliance built in.

The Challenge

Financial institutions handle millions of customer calls about balances, transfers, fraud alerts, and card issues. Human agents are expensive, availability is limited, and wait times drive customers to competitors. Meanwhile, fraud verification calls need to happen instantly — every minute of delay increases risk.

The Solution

Vaja AI deploys voice agents that handle inbound customer service and outbound fraud verification on real phone lines. The agent verifies identity, checks balances, tracks transfers, blocks stolen cards, and escalates complex cases to humans — all in natural conversation with full compliance logging.

What the Voice Agent Handles

Account balance and transaction inquiries
International transfer tracking with real-time status
Lost/stolen card blocking with instant confirmation
Outbound fraud verification calls (confirm or deny transactions)
Identity verification before sharing sensitive information
Automatic escalation to human agents with context transfer
Full call transcripts and compliance audit trail
Multi-language support for diverse customer bases

Sample Conversation

🤖 AI Agent

Welcome to e& money. How can I help you today?

👤 Customer

Hi, I sent money to India yesterday and my wife says she hasn't received it.

🤖 AI Agent

I understand how important this is. Let me check that for you right away. Could you tell me your name and the last four digits of your card?

👤 Customer

Rajesh Sharma, card ending 4523.

🤖 AI Agent

Thank you, Rajesh. Do you have the tracking number?

👤 Customer

Yes, TXN-20260401-001.

🤖 AI Agent

Good news — your transfer of twenty-five hundred dirhams to Sunita Sharma at HDFC Bank Mumbai has been delivered as of yesterday at 6:45 PM. Sometimes it takes a few hours for the bank to show the credit.

👤 Customer

Oh that's great, thank you so much!

1m 45s
Avg Call Duration
88%
Resolution Rate
6+
Languages
24/7
Availability

See how Vaja AI can transform your customer experience