Banking & Finance

PCI DSS-compliant AI voice agents for banking — automate 60% of routine call volume

AI voice agents that handle routine banking inquiries, fraud alerts, and account servicing — 24/7, in any language, fully PCI DSS compliant.

Industry estimate: Tier-1 banks spend $5-8 per call with human agents for routine inquiries

Financial institutions using AI voice agents reduce call costs by up to 90% on routine inquiries

The problem

Retail banking call centers process millions of calls monthly. The majority — balance checks, recent transactions, transfer requests, card activations, and payment due dates — follow predictable patterns. Yet most banks route these to human agents at $5-8 per call. The cost is staggering at scale: a mid-size bank processing 500K calls/month spends $2.5-4M annually on calls that a well-built AI agent handles in under 90 seconds. Meanwhile, your agents are burned out, your hold times are climbing, and customers are defecting to neobanks that offer instant, 24/7 service. The answer isn't chatbots (customers hate typing account numbers) or IVR (customers hate pressing buttons). It's conversational voice AI that sounds like your best agent and resolves calls in a fraction of the time.

What this costs you today

$5-8

Cost per human call

Industry benchmark for routine banking inquiries

60%+

Routine call volume

Balance, transfers, payments, card activation — automatable

6+ min

Customer wait time

Average hold time at major retail banks (J.D. Power estimate)

How Vociply solves this

1

Balance & transaction inquiries

Customers call, authenticate via voice biometrics or knowledge-based verification, and hear their balance, recent transactions, or payment due dates instantly. Sub-2-second response time from your core banking API.

2

Fraud alert handling

When your fraud detection system flags a transaction, the AI agent calls the customer, describes the transaction, and confirms or denies it. Confirmed fraud triggers card lock and escalation to your fraud team — all within one call.

3

Self-service transactions

Transfers between accounts, bill payments, card activation, PIN resets, and address changes — all handled conversationally. The agent confirms every action before executing it.

4

Intelligent escalation

Mortgage inquiries, investment advice, complex disputes, and regulatory disclosures are identified and warm-transferred to licensed agents with full call context.

Why Banking & Finance teams choose Vociply

PCI DSS Level 1

Card data is never stored or logged. Payment flows use tokenized processing. All audio is encrypted in transit and at rest. Annual penetration testing and quarterly ASV scans.

30+ languages, one number

Auto-detect the caller's language and respond accordingly. Critical for banks serving diverse communities. No separate phone trees or language-specific queues.

From $6/call to $0.50/call

Routine calls cost a fraction of human-handled interactions. At 500K calls/month, that's the difference between $3M and $250K annually. Redeploy savings to relationship banking.

Integrations that matter

FIS / Fiserv

Core banking, account lookup, and transaction processing

Jack Henry

Account servicing, balance inquiries, and transfers

Temenos

Core banking integration for digital banks

Salesforce Financial Services Cloud

Customer 360, case management, and agent routing

Verint / NICE

Call recording, compliance monitoring, and quality assurance

Twilio / Telnyx

Inbound/outbound telephony with number management

Compliance & security

PCI DSS Level 1SOC 2 Type IIGDPRGLBAFFIEC GuidelinesVoice Biometric Privacy

Frequently asked questions

Is Vociply PCI DSS compliant?

Yes. Vociply is PCI DSS Level 1 compliant. Card data is never stored or logged in our systems. Payment processing uses tokenization. All audio streams are encrypted with TLS 1.3 in transit and AES-256 at rest.

How does customer authentication work?

The agent supports multiple authentication methods: knowledge-based (account number + DOB), multi-factor (SMS OTP verification), and voice biometrics (optional). Authentication factors are configurable per institution.

Can the AI agent process transactions?

Yes. The agent can execute transfers between accounts, process bill payments, activate cards, and reset PINs. Every transaction requires explicit verbal confirmation from the customer before execution.

How does it handle fraud alerts?

Your fraud detection system triggers a webhook. Vociply calls the customer, describes the flagged transaction, and asks for confirmation. Confirmed fraud immediately locks the card and escalates to your fraud team with full context.

What about regulatory compliance?

Vociply supports configurable compliance scripts for required disclosures (GLBA, FFIEC). Recording consent, hold time announcements, and regulatory notices are handled automatically. Full audit logs are available for examiner review.

Ready to move past a POC?

Book a 30-minute technical demo with a solutions engineer. No slides — we build your first agent live.