AI Agents for Financial Services & Banking
Resolve more conversations, raise your CSAT and reduce costs with every decision logged, auditable and explainable
Repetitive calls can make up over half of inbound volume in financial services. GetVocal agents resolve them end to end across voice and chat, so your team handles more total volume with less repetitive workload. With outcome-based pricing, you pay for resolutions, not licenses or unpredictable consumption.
Customers get answers in seconds, 24/7, across voice, chat, WhatsApp, email and messaging in 100+ languages. Because every conversation is grounded in the same business logic through ContextGraphOS, the answer is the same on every channel, every time. No scripts that dead-end or improvising drift.
Every required step, policy check and disclosure is enforced by structure, so the AI cannot skip what your regulators require. Each decision is logged, auditable and explainable, with on-premises, EU-hosted or hybrid deployment to match your obligations. You innovate while staying in control.
Use Cases
Authenticates customers and resolves balance, transaction history and account status queries end to end across voice and digital channels. Customers get accurate answers in seconds without waiting for a human agent.
Runs structured identity verification workflows — collecting, validating and cross-referencing customer data against compliance requirements — before any account action is permitted. Every step is logged and auditable.
Guides customers through domestic and international payment instructions, beneficiary setup and transfer status checks. Business rules and fraud-screening steps are enforced deterministically at the architecture level.
Accepts, triages and progresses dispute and chargeback claims by pulling transaction records and applying policy rules consistently. The agent resolves eligible cases autonomously and escalates edge cases with full context.
Answers application status, repayment schedule and early-settlement queries by connecting to core lending systems in real time. Required disclosures are enforced by structure on every interaction.
Contacts customers to confirm or dispute flagged transactions, steps them through security verification and takes immediate protective action — blocking cards or restricting access — within defined policy guardrails.
Our customers can show you exactly how minutes per call, points of containment, and weeks of onboarding moved — call by call, agent by agent.
DE-RISK AT SCALE
De-risk AI across your financial institution by design. GetVocal grounds your compliance mandates, disclosure requirements and transaction workflows as deterministic structure through ContextGraphOS. The AI operates dynamically within your rules, but it can never step outside of them. Innovate while staying in control.
Policy checks, mandatory disclosures and identity verification steps are enforced directly by the system architecture — not by brittle prompt engineering or post-hoc filters.
Every decision, conversation path and compliance step is fully traced and logged, giving total visibility to internal audit teams and regulators under the EU AI Act, GDPR, SOC 2 and ISO frameworks.
Your lending rules, transaction limits and KYC workflows are encoded once into ContextGraphOS and executed consistently across every channel and every interaction — no drift, no improvisation.
DEPLOYMENT · COMPLIANCE
Deploy the same security, audit and observability guarantees on any infrastructure. Pick the posture that suits your requirements.
Run everything inside your own infrastructure for maximum control and data sovereignty.
Deploy in your own cloud environment with full ownership of your stack.
Keep your data within EU borders to meet regional compliance requirements.
Combine cloud and on-premises deployments to match your operational needs.
“What makes GetVocal unique is that it is the only solution that enables human-in-the loop as a validator and an auditor, and with it, full control and trust. The Control Tower is the key to scale AI responsibly, bringing human and AI agents together to achieve more automation than ever before, while providing a great customer experience.”
