Humanlike AI agents must master three core skills: listening, reasoning, and speaking Read more

Modernizing financial services CX with voice AI

Why both banks and fintechs feel the pressure to modernize

From traditional banks juggling complex compliance needs and aging infrastructure to fintechs scaling fast and competing on experience, everyone is feeling the pressure to modernize.

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

Why both banks and fintechs are rethinking the role of AI in customer experience

How to balance innovation with trust and compliance

What makes AI agents uniquely suited to handle high-stakes, high-volume interactions

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