Advisor callbacks
Callback requests get scheduled with the right advisor and the context already attached.
Voice AI for banks and advisors
Picks up routine account calls, books advisor and KYC appointments, captures after-hours and lost-card requests, and writes the note straight into your CRM — without giving financial or credit advice.
10:42
How Voice AI sounds in banks and advisors
Loan inquiry
1:18
Payment plan setup
1:49
On the line
Where Voice AI shows up in a bank day.
Five recurring moments where the agent triages first — so advisors keep their focus on the conversations that need a human.
Branch appointments
Appointment, rescheduling, and cancellation requests for branch visits stay out of the team queue.
Loan & financing inquiries
Routine financing questions get qualified and routed to the right specialist with documents in order.
Account & status questions
Hours, status, and product questions get answered safely — anything authenticated routes to the right team.
Compliance-aware escalation
Sensitive cases reach a human with full context attached and an audit trail intact.
Try it now
Test the Agent live.
Enter your number — your phone rings within 30 seconds.
Three steps to live
Bring Voice AI into the branch and the advisor desk — step by step.
A clear path, visible relief at each step — and a team that quickly sees what the agent is for at lunchtime and at month end.
01
Pick the call type
You choose the 1–2 call types that block the team most — opening hours, advisor bookings, KYC follow-ups, lost-card reports.
Visible within days: where routine calls eat up advisor time and branch coverage.
02
Set answers and limits
You decide what the agent may say, what it captures into the CRM, and when it routes the call to a licensed advisor or the fraud line.
Consistent disclosures, clean handoff — financial and credit advice always stay with a person.
03
Run it live
The pilot runs on real routine calls. Each week the numbers show what works and where to fine-tune.
Four weeks of controlled operation — no annual contract.
What changes
What we measure in the first month
Routine call share
Calls the agent fully resolves vs. those passed to an advisor.
Appointment conversion
Inbound enquiries that turn into a confirmed advisor slot — branch or remote.
After-hours requests captured
Structured by category — appointment, document, KYC, lost card — sorted by your rules.
Disclosure consistency
Share of regulated calls where the disclosure was read in the approved wording — measurable from the audit log.
Happy to support the rollout too — from the first call type to going live across branches. Book a short demo and we'll show you how it would look in your institution.
Stack
We meet your stack.
And anything else with an API. We connect to your systems — you don't switch.
Phone systemsBanking and advisor systems
Telekom
Vodafone
Microsoft Teams
NFON
sipgate
placetel
STARFACE
3CX
Enreach
peoplefone
Aircall
Twilio
Atruvia (agree21)
Finanz Informatik (OSPlus)
Avaloq
Temenos
Mambu
Sopra Banking
Crealogix
additiv
Salesforce Financial Services Cloud
Microsoft Dynamics 365
IDnow
WebID
Skribble
and many more
FAQ
Voice AI in
banks and advisors.
Where does customer and account data go on a call?
Calls run on GDPR-aligned, EU-hosted infrastructure. The data flow — what is captured, where transcripts live, who can read them, how long they're kept — is documented for your DPO and your second line of defence before the pilot starts. Your core banking system and your CRM stay the source of record.
Will it connect to our core banking and CRM?
Atruvia (agree21), Finanz Informatik (OSPlus), Avaloq, Temenos, Mambu, Sopra Banking, Crealogix, additiv, Salesforce Financial Services Cloud, and Microsoft Dynamics 365 connect through their existing interfaces. KYC vendors like IDnow and WebID and eSign tools like Skribble plug in the same way. Anything else with an API connects too — the agent reads availability, books the slot, writes the note.
What does the team see at 7am on Monday?
Weekend calls arrive structured by category — appointment, document request, KYC follow-up, lost card — sorted by your rules. Not a voicemail list. The branch opens the day with a queue, not a backlog.
Will the agent give financial or credit advice?
No. The agent triages, qualifies, books, and routes — it does not quote rates, approve or deny credit, recommend a product, or confirm a transaction. Regulated topics go to a licensed advisor every time, with the call note attached. That line is hard.
What happens on a lost-card or fraud call?
The agent recognises the pattern, captures caller, card type, and last known activity, and routes the call straight to your fraud line. It does not block, unblock, or confirm transactions — those decisions stay with the licensed team.
What if the pilot doesn't work for our institution?
Four weeks of pilot operation, success criteria agreed up front, no annual lock-in. If the numbers don't move, you decide against the rollout — and keep what you learned about your call mix and your peak hours.
Why itellicoAI
Voice AI that fits how European operations actually work.
GDPR in the call path. Voice tuned for EU/DACH. Calls tied to outcomes, tasks, and audit — without your team gluing it together.
Scoped launches, not pilots that drift.
Goal, knowledge, handoff rules, and provider choices are written down before live traffic. The rollout has an owner, a path, and an end date — not just a kickoff deck.
Plan
Scope, goals, owners
Train
Knowledge + providers
Test
Quality review
Live
Production traffic
Telephony that holds under load.
Multi-carrier routing, monitored failover, and runtime observability — so transfers actually go through and call records stay intact when traffic spikes.
99.95% uptime
Fluent in any language.
Same agent logic across English, German, French, Italian, Spanish, and 45+ more — with per-workflow language pinning and regional accent handling when it matters.
ENHow can I help you today?
DEWie kann ich Ihnen helfen?
FRComment puis-je vous aider ?
ITCome posso aiutarla?
+ 45 more languages
Low-latency calling across Europe.
Optimized WebRTC and SIP infrastructure — callers hear no delay, anywhere in Europe.
- Frankfurt25ms
- Vienna35ms
- Amsterdam45ms
- London65ms
- Madrid95ms
Every call has an owner after it ends.
Reviews, follow-up tasks, and handoffs all tie back to the source conversation. No re-reading transcripts in a spreadsheet to figure out what to do next.
Quality Studio
Follow-up tasks
Handoff rules
Audit log + exports
Want to see this live?
Hear how voice AI sounds in your industry — and where it delivers impact first.