AI Voice Automation for Financial Services & Banking
AI Voice Automation for Financial Services & Banking
AI Voice Automation for Financial Services & Banking
Accelerate customer interactions across lending, banking, and credit operations. Synthesys activates cards, qualify loan applicants, upsell products, and verify information instantly—with human-like tone, 24/7.
Accelerate customer interactions across lending, banking, and credit operations. Synthesys activates cards, qualify loan applicants, upsell products, and verify information instantly—with human-like tone, 24/7.
Some companies our
team has worked with:
HithisisMaddiefromAstraBank.Doyouhaveasecond?
Hey,yeahyousaidthisisMaddie?
Yes,that'sright.I'mMaddiereachingoutfromAstraBank.Thiscallisaboutyourpre-approvedcreditlimitincreaseoffer.Beforewechatfurther,Ineedtoreadyouaquickprivacyandrecordingnotice,OK?
Yeah,OK,goahead.
Thanks.Forservicequality,thiscallmayberecorded.We'llprocessyourdataperourprivacypolicyandapplicablelaw,includingGDPR,whererelevant.Doyouconsenttoproceed?
Yeah,that's fine.Go ahead.
Great.Thankyou.Forsecurity,couldyoupleaseconfirmthelast2digitsofyourdateofbirthandthelast 3digitsofyourEmiratesID?
Yeah,likethelast2digitsofmybirthyear?
Exactly,justthelast2digitsofyourbirthyearandthelast3digitsofyourpostalcodeorEmiratesIDplease.
OK,yeah,so it'sgonnabe93.Andthenwhatdoyouneedthelastfourdigits?
Justthelast3digitsofyourpostalcodeorEmiratesIDwilldo.Couldyousharethose?
Yeahsothat'sgonnabe031.
Thankyouforconfirming.Soyou'vebeenpre-approvedforacreditlimitincreaseonyourcurrentcard.There'snofeeandyourtermsstaythesame.Outofcuriosityisthereanythingyou'dusetheextrafundsformaybetraveloraspecialpurchase
Uh,Imean,justgotalotgoingonoverhere.Howmuchistheincreasefor?
Totallygetit,witheverythinggoingonhavingalargerbufferneverhurts.I'llsendyoutheexactamountandsummarybySMSrightafterwefinish,sinceIcan'trevealitovervoiceuntilyoureviewitsecurely.Wouldyouliketogoaheadandaccepttheincrease,orwouldithelpifitextyouthedetailssoyoucancheckthemlaterinyourapp?
Uh,youknow,it'sOKwecangoaheadanddoit,thenyoucantextitover.
Perfect.Couldyoupleaseopenyourbankingappnow,headto'Menu'thenselect'Offers'andlookforthe'CreditLimitIncrease'option.Letmeknowonceyouseeit.I'llwalkyouthroughthelaststeps
OK,yousaidmenuandthenda-da.OK,yeah,noigotthisup.
Great,you'realmostthere.Intheoffersection,youshouldseeacreditlimitincrease.Canyouspotthatoption?Ifso,justtapitandthenhitconfirm.Letmeknowonceyouseethesuccessmessage.
OK. ...Yeah,no,it'sconfirmed.
Awesome,yournewlimitisactiverightaway.I'lltextyoutheofficialsummary,includingthenewamountandallyourcurrentterms.Isthereanythingelseyouwanthelpwith?Maybesettingupspendalertsorbudgetingtools?
Uh,noit'sOK.Thanksthough.
Well,itwasgreatspeaking.Talktoyoulater.
Allright,byeMaddie.
Goodbye.
Solutions for
Solutions for
Solutions for
Financial Institutions
Financial Institutions
Financial Institutions
Card Activation & Setup
Automatically verify identity and activate credit or debit cards securely over the phone.
Loan Qualification
Pre-screen and qualify applicants in real-time, collecting necessary information for approval workflows.
Credit Product Upsells
Use intelligent prompts to offer higher-limit cards, personal loans, or new financial products.
Payment Reminders & Follow-Ups
Send proactive voice or SMS follow-ups for due payments, late fees, or account updates.
Scalable AI voice for regulated financial operations
Whether you're managing cardholder services, loan intake, or branch overflow, Synthesys delivers enterprise-grade voice automation that keeps you compliant and competitive. Financial customers expect real-time service, not hold music. Our platform answers inbound and outbound calls in under 500ms, understands 70+ languages, and securely integrates with your CRM, core banking system, or verification stack.
Synthesys is SOC 2 Pending, GDPR, and HIPAA compliant by design. We support redaction, encryption, call logging, and audit trails to meet internal risk and compliance standards across high-stakes customer interactions.
Scalable AI voice for regulated financial operations
Whether you're managing cardholder services, loan intake, or branch overflow, Synthesys delivers enterprise-grade voice automation that keeps you compliant and competitive. Financial customers expect real-time service, not hold music. Our platform answers inbound and outbound calls in under 500ms, understands 70+ languages, and securely integrates with your CRM, core banking system, or verification stack.
Synthesys is SOC 2 Pending, GDPR, and HIPAA compliant by design. We support redaction, encryption, call logging, and audit trails to meet internal risk and compliance standards across high-stakes customer interactions.
Scalable AI voice for regulated financial operations
Whether you're managing cardholder services, loan intake, or branch overflow, Synthesys delivers enterprise-grade voice automation that keeps you compliant and competitive. Financial customers expect real-time service, not hold music. Our platform answers inbound and outbound calls in under 500ms, understands 70+ languages, and securely integrates with your CRM, core banking system, or verification stack.
Synthesys is SOC 2 Pending, GDPR, and HIPAA compliant by design. We support redaction, encryption, call logging, and audit trails to meet internal risk and compliance standards across high-stakes customer interactions.
Real-World Applications
Real-World Applications
Real-World Applications
Instant Card Activation
Eliminate long hold times. Activate cards with secure ID verification via voice.
Loan Funnel Acceleration
Speed up time-to-decision with voice-based data intake and rule-based qualification.
Cross-Sell & Retention
Proactively offer balance transfers, new cards, or promotions during outbound campaigns.
How it works
How it works
How it works
1
Build Flows
We design custom call flows for your financial workflows—from KYC to loan pre-approval.
2
Integrate Securely
Connect to your CRM, telephony stack, and identity verification system via secure APIs.
3
Deploy & Monitor
Go live in 10–14 days with full analytics, tagging, and compliance logging.
Results you can expect
Results you can expect
Results you can expect
Activate cards in under 60 seconds, anytime, in any language
Pre-qualify loan applicants with 24/7 inbound voice screening
Increase cross-sell rates by 25%+ with outbound voice campaigns
Reduce live rep workload by 60%+ on transactional calls
Integrations for everything
Integrations for everything
Synthesys comes ready to run out of the box. But if your business needs more, our ecosystem of CRM, sales, and support integrations connects you to the tools you already use - with over 200+ apps for whatever specialized features you might need.
Integrations for everything
Synthesys comes ready to run out of the box. But if your business needs more, our ecosystem of CRM, sales, and support integrations connects you to the tools you already use - with over 200+ apps for whatever specialized features you might need.
FAQs
FAQs
FAQs
Is Synthesys secure and compliant with financial regulations?
Is Synthesys secure and compliant with financial regulations?
Is Synthesys secure and compliant with financial regulations?
Can it handle sensitive data like card numbers or SSNs?
Can it handle sensitive data like card numbers or SSNs?
Can it handle sensitive data like card numbers or SSNs?
Can we use Synthesys for both inbound and outbound campaigns?
Can we use Synthesys for both inbound and outbound campaigns?
Can we use Synthesys for both inbound and outbound campaigns?
What about multilingual support for our customers?
What about multilingual support for our customers?
What about multilingual support for our customers?
Can Synthesys verify identity for KYC or card activation?
Can Synthesys verify identity for KYC or card activation?
Can Synthesys verify identity for KYC or card activation?
Let Synthesys Handle the Phones
Let Synthesys Handle the Phones
Let Synthesys Handle the Phones
Scale your financial operations without scaling your team. Book a demo and see how voice AI transforms banking, lending, and card services.
Scale your financial operations without scaling your team. Book a demo and see how voice AI transforms banking, lending, and card services.
Platform
Partners
Solutions
Resources
Platform
Partners
Solutions
Resources
Platform
Partners
Solutions
Resources
Platform
Partners
Solutions
Resources