Voiager
AI voice agents
Voice agents that handle the finance-ops calls nobody should be queueing for. They read intent, pull account context through your APIs, and resolve routine requests end of call. Anything outside policy escalates to a person with the transcript attached, so the customer never starts over.
- Answers finance-ops callsaround the clock
- Intent routingto the right flow
- Resolves routine requestsend to end
- Stays in policyguardrails
- Transcripts & auditevery call logged
Problem vs solution
The finance-ops calls nobody should be queueing for.
How this normally goes
A large share of calls are the same few questions: where is my payment, what is my balance, why was this declined. They are answerable from systems you already run, and they still occupy a queue.
Why a phone tree is not the answer
Menus move the wait rather than removing it. The caller presses four buttons, reaches a person anyway, and starts the explanation from the beginning.
What we deploy instead
Agents bounded by your policy, reading from your systems at the moment of the call. Escalation carries the intent, the transcript and what has already been checked, so a handover is not a restart.
Presales and Discovery
What our architects hand you before implementation starts.
Book an architecture sessionScope and policy boundary
Which call types are in scope, what the agent may read and do, and what always reaches a person.
Telephony integration plan
How the agent joins the numbers and queues you already publish.
Measurement plan
Resolution inside the call, escalation rate, and repetition after handover.
Risk assessment
Recording, consent, and what the agent must never say.
Under the hood
Routing on what was said
Works out what the caller wants from how they say it, not from a menu path.
Answers from your systems
Balances, payment status and history through your own APIs, so the caller hears the number the ledger holds.
Guardrails, not improvisation
Money movement, identity and anything outside the boundary are handed over rather than attempted.
Escalation with context
The person taking over gets the transcript, the intent and the checks already done.
Every call reviewable
Transcript, actions and reasoning logged, so quality review and disputes work from what happened.
Level of customization
Yours to change
Call types in scope, the policy boundary, the voice and script, which systems are read, and escalation routing.
What we keep stable
Disclosure and the boundary. Callers are told they are speaking to an agent, and the agent does not improvise past what it may do.
How it ships
Alongside your telephony and your systems of record, without a second copy of customer data.
ROI and economics
What you do not build
Intent handling, live context retrieval, the policy layer, and an escalation path that carries state.
Where the calendar goes
Not the first working call, but the containment of everything the agent must refuse to do.
Start narrow
One high-volume call type, measured against how those calls go today. Widening the scope is then an argument from evidence.
Where this fits
A good fit
Repetitive, high-volume finance-ops calls, APIs that can answer them, and a team that would rather handle exceptions than repeat balances.
Not a fit
Low volumes, or conversations where every call is genuinely bespoke. Deflection alone is a misleading number, and we would rather say so early.
Services in AI in Finance
All servicesPart of AI in Finance
AI put to work in finance operations, grounded, governed, and running in production.
Get AI into production,
not just a demo.
Have a workflow begging for AI, whether documents, copilots or forecasting? Tell us the use case and we'll take it to production, governed for risk.