AI Voice Agents for
Fintech

Give routine calls a clear next step.
Zimozi develops voice agents for fintech enquiry handling and customer service workflows. We connect approved information, service request capture and human transfer with your telephony and business systems.

Discuss Your Fintech Voice Workflow

Information calls

Product and service information calls.

Document guidance

Onboarding document guidance.

Callback requests

Appointment and callback requests.

WHAT WE BUILD

Voice workflows we build.

01

Information calls

Product and service information calls.

02

Document guidance

Onboarding document guidance.

03

Callback requests

Appointment and callback requests.

04

After-hours capture

After-hours enquiry capture.

05

Routing and summaries

Call routing, summaries and CRM updates.

A PRACTICAL FIRST STEP

Start with a defined call type.

01

The starting point

A voice agent can explain a process, collect a service request or route a caller. We define the supported questions and transfer rules before expanding its role.

02

How we scope it

Caller authentication is planned separately for any request involving private account information.

03

Information calls

Product and service information calls.

04

Design for real speech

People pause, interrupt and provide incomplete answers. We test these situations with the chosen speech models, languages and phone setup. Transfer behaviour and confirmation of important details are part of the call design.

05

Agree data handling and operating costs

Where recordings or transcripts are used, the scope defines access, retention and required notices. Cost estimates account for call duration, telephony, speech processing and model usage.

From idea to everyday use.

  1. Discover

    Understand the users, current process and intended result.

  2. Assess

    Review the data, systems, access and review needs.

  3. Develop

    Build a focused pilot around the agreed use case.

  4. Deploy

    Connect the solution to the workflow and test exceptions.

  5. Evolve

    Monitor quality, usage and costs, then improve.

AI connected to business systems
BUILT FOR REAL WORKFLOWS

Design for real speech.

People pause, interrupt and provide incomplete answers. We test these situations with the chosen speech models, languages and phone setup. Transfer behaviour and confirmation of important details are part of the call design.

IN PRACTICE

A practical use case.

Agree data handling and operating costs

01

The situation

A customer calls after office hours to request help completing an application.

02

The workflow

The assistant collects the enquiry and preferred callback time, then creates a support task. The caller receives a clear explanation that a request has been logged rather than a promise that the case is resolved.

03

In context

This example illustrates a potential workflow, not a claimed customer result.

04

Project scope

Where recordings or transcripts are used, the scope defines access, retention and required notices.

05

Delivery details

Cost estimates account for call duration, telephony, speech processing and model usage.

Frequently asked questions

Still have a question?

Can’t find the answer you’re looking for? Send us a message and we’ll get back to you as soon as possible.

Send message

Yes, where supported by the phone system. We define availability and what information accompanies the transfer.

Language support depends on the selected models and requires testing for each agreed language.

Only where authentication, authorisation and explicit action controls are part of the agreed product scope.

YOUR NEXT STEP

Start with the calls your team handles most often

Share your call types, languages and current phone setup. We will help define a practical pilot.

Start a Project

Tell us about
your project.

Share a short brief, or book a time to talk with our team.

Prefer to talk through your idea?Book a free call