FINANCE & BANKING
AI Voice Agents for Finance & Banking
AI voice automation
Every banking call resolved
Your AI calling agent handles balance inquiries, payment reminders, fraud alerts, and loan queries - securely, 24/7.
90%
Routine call automation
24/7
Banking support
60%
Cost per call reduction
<2s
Average answer time
How it works
From ring to resolution - live
Watch the AI agent handle inbound and outbound calls - understand intent, call tools, and take action in real time.
AK
Amit Kumar
+91 98877 00112
Scenario
Outbound call placedWaiting
AI agent dials the customer from your campaign list. When they answer, the personalised opener plays instantly.
Speech-to-text + NLPWaiting
Transcribes speech in real time, detects language, and extracts meaning from the conversation.
IntentEntitySentimentLanguageUrgency
Tool routingWaiting
Based on detected intent, the agent selects and calls the right tools simultaneously.
AI response generatedWaiting
Composes a natural, accurate reply using tool results - spoken back to the caller instantly.
Actions takenWaiting
All downstream actions fire automatically - no human needed.
Call logged + analyticsWaiting
Full transcript, sentiment score, and outcome recorded automatically in your dashboard.
Use cases
Why Banking & Financial Services Need AI Voice Agents ?
Every routine call - handled automatically, perfectly, every time.
EMI & payment reminders
Proactively reminds customers of upcoming EMIs and sends secure payment links automatically.
Fraud alerts & blocking
Instantly notifies customers of suspicious transactions and enables card blocking on the call.
Loan & credit inquiries
Checks eligibility, presents offers, and books specialist callbacks in one seamless call.
Balance & statement queries
Provides balances, mini-statements, and transaction history over voice - securely.
KYC follow-ups
Reminds customers to complete KYC verification and guides them through the process.
Customer onboarding
Walks new customers through account setup and collects required information on the call.
How OnDial helps
Built for ai voice agents for finance & banking teams
From small teams to large operations - fits right into your workflow.
Secure by design
All calls are encrypted and compliant with RBI, PCI-DSS, and banking data regulations.
Zero missed payments
Automated EMI reminders with payment links reduce delinquency before it happens.
Core banking integration
Connects to your CBS, CRM, and fraud systems for real-time data on every call.
Multilingual banking support
Serves customers in 100+ languages - regional language support built in.
Full audit trail
Every interaction is logged, transcribed, and stored for compliance and quality review.
Live in under 30 minutes
No engineering work required - connect your number and go live with a banking template.
Outcomes
Results ai voice agents for finance & banking teams see
Measured across 500+ businesses using OnDial.
90%
Routine calls automated
Freeing advisors for complex cases
60%
Cost per call reduced
Vs traditional call centre handling
40%
Lower delinquency rate
On EMI accounts with reminders
$45K
Saved per year
Across a 20-seat call centre
Services
Core Financial & Banking AI Voice Services
Enhance financial operations and customer engagement with AI-powered voice solutions.
"✓ Verified customer
OnDial handles our payment reminders, fraud alerts, and loan pre-qualification calls with zero human intervention. Collections improved 38% in the first quarter.
AK
Aisha Kapoor
Head of Digital Banking · Horizon Bank
Get started free
Hear your AI agent handle a banking call
Free 14-day trial. No credit card. Secure banking setup in under 30 minutes.
500+ businesses trust OnDial
Everything you need to know about AI voice agents for Finance & banking
Answers to the most common questions about using OnDial AI voice agents in finance & banking.
AI voice agents are virtual assistants that use conversational AI to handle customer interactions like payment reminders, fraud alerts, and account updates.