Modernizing financial services CX with voice AI

The dollars and cents of voice AI for banks and fintechs

Legacy IVRs, long wait times, and unresolved issues don’t just frustrate customers; they cost banks money. Even with the growth of chat, text, and email, the phone remains the go-to channel for most customers. In fact, according to Forbes, 86% of Gen-Z still prefer live support when they need help.

But moving fast can’t come at the cost of customer trust. That’s why leading institutions are turning to AI agents that deliver seamless service without sacrificing control, context, or care.

The future of finance: AI agents that elevate every interaction

AI agents aren’t just automating tasks—they’re becoming trusted points of contact. By listening with accuracy, understanding with nuance, and speaking in ways that feel natural, they help financial institutions serve customers faster and better, all while staying compliant.

What you'll find in this guide

• The impact of voice AI on financial services costs
• How to win with low lift, high value uses cases
• What a voice AI deployment looks like in your business