VoiceGenie

24/7 Financial Services Voice AI Agents - Automate Client Calls & Account Support

Automate client inquiries, verify accounts, and resolve support calls instantly with VoiceGenie’s financial services voice AI agents.

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Trusted by businesses big and small, everywhere

AdaniRainbowLGPristyn CareGL PropertiesBajajHOHIGTVodafoneTanishqAdaniRainbowLGPristyn CareGL PropertiesBajajHOHIGTVodafoneTanishq

More Client Engagement. Faster Resolution. Lower Cost per Support Call.

3X More Inquiries Resolved Automatically

100% of Calls Answered Within 2 Minutes

5X More Qualified Appointments Scheduled

5 Hours Saved Daily per Support Agent

Financial Services Teams Face High Call Volumes — But Clients Expect Instant Answers

Tile 1
Missed or delayed account inquiries frustrate clients AI voice agents answer instantly, 24/7
Tile 2
Reps waste time on routine queries AI verifies accounts and answers FAQs before handoff
Tile 3
Missed or delayed account inquiries frustrate clients  AI routes calls instantly to the right advisor or department

Built for Every Stage of the Patient Journey

Inbound Client Calls

Stage 1

Answer client inquiries instantly with a financial services voice AI agent

Verify account details in real time

Route calls to advisors or departments like loans, billing, or investments

Outbound Calls

Stage 2

Instantly follow up on loan applications or account alerts

Automate reminders for renewals, payments, or portfolio updates

Send confirmations for transactions and account activity

Try Voicegenie Free

Key Features

Send SMS

Instantly send tailored messages during and after calls.

Transfer to Human Agent

Seamlessly transfer calls to human agents when required.

Book Meetings Automatically

Schedule meetings in real time and reduce no-shows.

Multilingual Support

Talk to customers in their preferred language.

Webhooks & CRM Sync

Push conversation data instantly into your CRM and connected tools.

Connect Seamlessly With Your Tools

VoiceGenie connects with the platforms your team already uses — no extra setup needed.

GoHighLevel
GoHighLevel
Twilio
Twilio
Cal.com
Cal.com
ElevenLabs
ElevenLabs
Hubspot
Hubspot
Plivo
Plivo

What our customers are saying about us

VoiceGenie stands out as the most impressive AI calling tool I've used. The natural-sounding voice and reliable script following are exceptional, far surpassing competitors that struggle with latency issues or dropped calls.

Wilson Rod
Wilson Rod

We use VoiceGenie mainly for reactivating old leads, and the results surprised us. The voices are realistic, and scheduling calls directly into our calendar saves a lot of back-and-forth.

Heman Caisa
Heman Caisa

It helps us scale outreach without hiring more staff. Some scripts needed tweaking at first, but once dialed in, the performance has been reliable. We are going to use Voicegenie for a long time.

Samuel Lyon
Samuel Lyon

What impressed me most about VoiceGenie is how quickly it reached out to leads after they came in. We’ve cut response time to seconds. The support team is responsive, and they keep pushing updates.

Julio Anderson
Julio Anderson

VoiceGenie stands out as the most impressive AI calling tool I've used. The natural-sounding voice and reliable script following are exceptional, far surpassing competitors that struggle with latency issues or dropped calls.

Wilson Rod
Wilson Rod

We use VoiceGenie mainly for reactivating old leads, and the results surprised us. The voices are realistic, and scheduling calls directly into our calendar saves a lot of back-and-forth.

Heman Caisa
Heman Caisa

It helps us scale outreach without hiring more staff. Some scripts needed tweaking at first, but once dialed in, the performance has been reliable. We are going to use Voicegenie for a long time.

Samuel Lyon
Samuel Lyon

What impressed me most about VoiceGenie is how quickly it reached out to leads after they came in. We’ve cut response time to seconds. The support team is responsive, and they keep pushing updates.

Julio Anderson
Julio Anderson

VoiceGenie stands out as the most impressive AI calling tool I've used. The natural-sounding voice and reliable script following are exceptional, far surpassing competitors that struggle with latency issues or dropped calls.

Wilson Rod
Wilson Rod

We use VoiceGenie mainly for reactivating old leads, and the results surprised us. The voices are realistic, and scheduling calls directly into our calendar saves a lot of back-and-forth.

Heman Caisa
Heman Caisa

It helps us scale outreach without hiring more staff. Some scripts needed tweaking at first, but once dialed in, the performance has been reliable. We are going to use Voicegenie for a long time.

Samuel Lyon
Samuel Lyon

What impressed me most about VoiceGenie is how quickly it reached out to leads after they came in. We’ve cut response time to seconds. The support team is responsive, and they keep pushing updates.

Julio Anderson
Julio Anderson

VoiceGenie stands out as the most impressive AI calling tool I've used. The natural-sounding voice and reliable script following are exceptional, far surpassing competitors that struggle with latency issues or dropped calls.

Wilson Rod
Wilson Rod

We use VoiceGenie mainly for reactivating old leads, and the results surprised us. The voices are realistic, and scheduling calls directly into our calendar saves a lot of back-and-forth.

Heman Caisa
Heman Caisa

It helps us scale outreach without hiring more staff. Some scripts needed tweaking at first, but once dialed in, the performance has been reliable. We are going to use Voicegenie for a long time.

Samuel Lyon
Samuel Lyon

What impressed me most about VoiceGenie is how quickly it reached out to leads after they came in. We’ve cut response time to seconds. The support team is responsive, and they keep pushing updates.

Julio Anderson
Julio Anderson

VoiceGenie stands out as the most impressive AI calling tool I've used. The natural-sounding voice and reliable script following are exceptional, far surpassing competitors that struggle with latency issues or dropped calls.

Wilson Rod
Wilson Rod

We use VoiceGenie mainly for reactivating old leads, and the results surprised us. The voices are realistic, and scheduling calls directly into our calendar saves a lot of back-and-forth.

Heman Caisa
Heman Caisa

It helps us scale outreach without hiring more staff. Some scripts needed tweaking at first, but once dialed in, the performance has been reliable. We are going to use Voicegenie for a long time.

Samuel Lyon
Samuel Lyon

What impressed me most about VoiceGenie is how quickly it reached out to leads after they came in. We’ve cut response time to seconds. The support team is responsive, and they keep pushing updates.

Julio Anderson
Julio Anderson

Voice AI Across Industries

While VoiceGenie powers financial services teams, our AI voice agents also support:

Financial Services

Insurance

Logistics

Healthcare

Home Services

Debt Collection

FAQs

Got Questions?
We've Got Answers

A financial services voice AI agent is an AI assistant that automates client calls, verifies accounts, and resolves inquiries 24/7.

Let VoiceGenie Automate 80% of Your Client Calls

Free your team from repetitive inquiries, improve client satisfaction, and deliver 24/7

Try Voicegenie Free
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Email: contact@voicegenie.ai
Curious about our SaaS offering?
In search of an Enterprise solution?
You can find us on:
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Email: contact@voicegenie.ai

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