Finance & Banking
Collections, account servicing, cross-sell, lead qualification. Voice AI for financial institutions.
What is an AI voicebot for businesses?
An AI voicebot is a voice system that automatically answers and places phone calls around the clock. It logs requests, books appointments and answers customer questions, while routing complex cases to a human agent.
Three products for finance & banking
Inbound Agents
- Account balance and transaction history
- Card blocking - instant response
- Information about financial products
- Routing to the advisor with context
Talknbot VE (GSM Outbound)
- Collections - empathetic payment reminders
- Reminders about installments and deadlines
- Cross-sell offers - tailored products
- Over GSM - connection reliability
Talknbot CRM (Software)
- Credit pipeline - from lead to contract
- Auto lead qualification after every call
- Firecrawl - VAT IDs, debt warnings, company profile
- n8n - automated banking workflows
Frequently asked questions
AI voicebots for your industry - deployment, GDPR compliance and integrations.
Does Talknbot meet KNF regulatory requirements and banking secrecy obligations?
Yes. Talknbot processes financial data in accordance with GDPR, PSD2 and KNF requirements. We offer on-premise deployment within the bank infrastructure with banking secrecy preserved.
Can the agent handle debt collection and payment reminders?
Yes. Talknbot VE runs empathetic collection campaigns - reminders before the due date, information about restructuring options, payment confirmations, in line with regulatory guidelines.
How does Talknbot protect customer financial data during calls?
Calls containing financial data are encrypted end-to-end. Sensitive data is not stored in logs. The system supports data masking in transcripts and role-based access control (RBAC) for bank staff.
Can the bot perform cross-selling of financial products?
Yes. Talknbot CRM with Firecrawl Company Intelligence profiles clients and identifies cross-sell moments. Offers are personalised and MiFID II compliant.
Does the system integrate with banking platforms and core banking systems?
Yes. Talknbot integrates via REST API with core banking systems (Asseco, Comarch, Oracle FLEXCUBE), banking CRMs (Salesforce Financial Services) and contact centre platforms (Genesys, Avaya).
Voice AI for finance & banking
Book a demo and see how the three Talknbot products work in your industry.
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