Secure Voice AI for Financial Services and Banking

Voice AI for financial services built for compliance and security. Our localized agents handle inquiries, qualify leads, and upsell products with a natural, human touch.

The problem

Financial Services Contact Centers Face Compliance and Revenue Gaps

Banks and financial institutions must balance strict regulatory obligations with growing pressure to convert service interactions into revenue. Human agents struggle to maintain compliance at scale while consistently identifying upsell opportunities.

01

Missed disclosures carry regulatory consequences

Required compliance statements, product disclaimers, and consent confirmations are easy to miss at high call volumes. A single omission can trigger a regulatory finding and erode customer trust.

02

Service calls rarely convert to sales

Inbound service interactions represent untapped revenue. Without structured upsell prompts and real-time product knowledge, agents default to resolution alone and the commercial moment passes.

03

Manual QA cannot cover every call

Compliance teams can only review a fraction of recorded calls. Gaps in coverage mean policy breaches and missed disclosures go undetected until a complaint or audit surfaces them.

Built for the whole conversation

One agent, every layer connected.

Compliance Assurance

Every Call Monitored for Compliance

Seavoice monitors every voice interaction for hallucination, missed compliance statements, and required financial disclaimers in real time. In financial services, a missed disclosure is not just a quality issue — it is a regulatory risk. Replace manual spot-checking with automated coverage across every single call.

  • Flags missed regulatory disclosures automatically
  • Monitors every call not a sampled subset
  • Reduces compliance exposure at scale

Data Privacy

Sensitive Financial Data Protected by Design

Seavoice redacts sensitive customer data from call recordings and transcripts and does not use customer data to train its models. Data residency is available in Singapore, Malaysia, and the US, supporting PDPA and local regulatory requirements for financial institutions.

  • Redacts sensitive data from recordings and transcripts
  • No customer data used for model training
  • Data residency in MY, SG, and US

Product Knowledge

Accurate Answers on Financial Products Mid-Call

When a customer asks about loan eligibility, account terms, or investment product conditions, the knowledge agent retrieves the correct answer from your documentation in real time. Customers get accurate, consistent information without agents improvising or misquoting product terms.

  • Handles complex product and policy lookups
  • Returns accurate answers from your own documents
  • Prevents misquotation of financial terms

KYC and Verification

Identity Verification Built Into Every Interaction

Seavoice agents can verify customer identity using IC, account credentials, or any API-connected check before completing a transaction or account change. Fully programmable verification flows ensure KYC requirements are met consistently across every outbound and inbound interaction.

  • Verifiable identity checks before account changes
  • Connects to any backend verification API
  • Consistent KYC compliance across all calls

Enterprise Security

SOC 2 Security Built for Financial Institutions

Seavoice holds SOC 2 Type 1 certification with Type 2 in progress, backed by penetration test reports and configurable cloud tenancy across AWS, GCP, and Azure. Enterprise security requirements from procurement and IT risk teams are addressed before the conversation begins.

  • SOC 2 Type 1 certified with Type 2 in progress
  • Pen-test reports available for procurement review
  • Configurable cloud region and data tenancy

How it works

White glove services, not a self-serve platform

Brief us, we handle the rest

Share your scripts, objection handles, and offers. We'll ask the right questions to fill in the gaps, configure your fleet, and get them live in days. You also get a dedicated (human) account manager.

1

Documents

Sales Script

PDFQueued

Objection Handles

DOCXQueued

Pricing Sheet

XLSXQueued

Campaign Brief

PDFQueued

Seavoice Agent

Reply...

Agents Resting

Front Line

Personalization, Memory, Voice, Knowledge

RESTING

Sales Ops

Summary, Tagging, Sentiment, QA, Email, SMS

RESTING

Intelligence

Market Intel, Knowledge Gap, Self-Improve

RESTING
2

Activate your agents

Upload your contacts securely or integrate into your CRM. You are in control of the schedule and hitting go.

Results roll in

Sales land in your dashboard with recordings attached. Your fleet works even when you are sleeping, you check results over coffee.

3

Sales Feed

Live

Calls today

512

Total sales

148

Hannah S.

Inbound quote request

Closed

Marcus J.

Missed call follow-up

Voicemail

Priya K.

Pricing question

Redial

Revenue attributed

$141,200

Results

Results that speak for themselves.

We work with you through testing, iteration, and rollout until your agents consistently hit your target outcomes.

0%

Higher conversion rate on average

0–0×

Conversion on best campaigns

30%

Attrition of your best reps

Benchmarks vary by industry and traffic volume.

Demos

Listen to your agents

Experience how our AI agents handle real-world scenarios across different industries.

Mark 🇺🇸

Mark 🇺🇸

Telecom

Outbound
  • •Pulls up the customer's current plan
  • •Pitches a tailored upgrade based on their usage
  • •Verifies identity to confirm the switch
Sophie 🇸🇬

Sophie 🇸🇬

Education

Inbound
  • •Picks up where the last conversation left off
  • •Switches to the customer's preferred language mid-call
  • •Books the enrollment appointment
Nadia 🇲🇾

Nadia 🇲🇾

Cable Operator

Outbound
  • •Learns what the customer watches
  • •Recommends the right package
  • •Activates the service before the call ends

Evaluating your options? We'll walk you through what makes sense for your team.

Security

Enterprise-Grade Compliance & Security

Built with encryption and regulatory compliance at the core.

Dedicated Infrastructure

Keep sensitive information safe with private, protected environments.

Your data stays yours.

Your customer interactions and data are protected and encrypted. No data is used to train models.

Scalable with Automatic Load Balancing

Effortlessly handle thousands of concurrent calls and ensures reliability during peak demand.

Integrates natively with existing workflows

Seamlessly connect to your knowledge base, business tools, and human agents when needed.

FAQ

Questions before we get started.

How does Seavoice ensure compliance with financial services regulations?

Seavoice agents are configured with your required compliance statements, disclaimers, and consent flows built directly into the script. The QA and hallucination guard monitors every call to flag missed disclosures automatically, replacing manual spot-check QA. Data residency in Singapore, Malaysia, or the US supports PDPA and local regulatory obligations. SOC 2 Type 1 certification and penetration test reports are available for your risk and compliance team to review.

Can the voice AI handle complex financial product inquiries accurately?

Yes. The knowledge agent retrieves accurate answers from your own product documentation, policy documents, and rate sheets during a live call. This means customers receive consistent, accurate information on loan products, account terms, or investment conditions without the agent improvising. Your documentation is the source of truth — the agent does not guess or extrapolate beyond what you have provided.

How is sensitive customer data protected during and after calls?

Seavoice redacts sensitive information from call recordings and transcripts. Customer data is never used to train Seavoice models. Data residency is configurable in Malaysia, Singapore, or the US, allowing financial institutions to meet local data sovereignty requirements. SOC 2 Type 1 is in place, and Type 2 is in progress. Pen-test reports are available on request for IT security review.

Can the agents handle both English and local languages like Malay or Mandarin?

Seavoice agents support 15 or more languages and can switch languages mid-call, including Malay, Mandarin, and English code-switching common in Singapore and Malaysian banking contexts. The agents are built with local accents and natural conversational patterns so customers in the region are not confronted with a generic or foreign-sounding AI voice — a common reason for early call abandonment.

What CRM and telephony systems does Seavoice integrate with for financial services deployments?

Seavoice integrates with major telephony platforms including Genesys, Five9, NICE, and Talkdesk, and with CRM systems including Salesforce, HubSpot, Dynamics 365, and CRM Next. API integrations allow the agent to connect to core banking systems or customer data platforms during a call. All call outcomes, recordings, and attributed results are logged in your existing systems and visible in the live outcome dashboard.

Get your new AI sales team
in <1 week

Brief us, we handle the rest. Your fleet of AI agents sell, follow up, track, and improve every week. You focus on growth strategy, not execution.

Respond to leads in <1 second
Book meetings automatically
Clone your best reps
Works 24/7 without breaks
Consistent on every call
Scales without hiring
Captures more pipeline
Handles objections automatically
Self-improving over time
Zero ramp time
Respond to leads in <1 second
Book meetings automatically
Clone your best reps
Works 24/7 without breaks
Consistent on every call
Scales without hiring
Captures more pipeline
Handles objections automatically
Self-improving over time
Zero ramp time
Deployed in days, not months
Integrates with your CRM
Automatic call summaries
Routes leads to the right team
Follows up automatically
Qualifies prospects around the clock
Updates your systems instantly
Learns from every call
Works across voice, SMS and email
No HR headaches
Deployed in days, not months
Integrates with your CRM
Automatic call summaries
Routes leads to the right team
Follows up automatically
Qualifies prospects around the clock
Updates your systems instantly
Learns from every call
Works across voice, SMS and email
No HR headaches