High volumes.
Tight regulations.
Shrinking margins.

CallBotics AI Agents resolve 80%+ of finance workflows autonomously, cutting call costs by 65–90% and keeping you audit-ready.

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FINANCE Voxi

Top Use Cases

Michael's Card
Reissue

0:00/0:00

Maya's Balance & Transaction Inquiry

0:00/0:00

Rolan’s Alert Verification

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Impact Snapshot

80%+

finance workflows automated

65–90%

lower call
handling costs

100%

KYC & disclosure compliance

40–60%

faster loan
& support call handling

CSAT

+0.3 to +0.9 within
first 30 days

We Integrate Seamlessly With Your Tech Stack

salesforceZendeskService_Nowfreshworks
Genesys cloudNice CloudFive 9Amazon ConnectOkta
OneSpanAzure Active DirectoryStripeVisa dpsMastercardFiservFIS

Month-end buried us in balance checks and dispute calls. CallBotics automated nearly 70% of those interactions — our handle times were cut in half and abandonment fell immediately.

— VP, Contact Center Operations, $9B Asset Regional Bank

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Smarter finance calls start here with CallBotics

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