Banking

Banking on VoiceRun

For Heads of CX, Call Center Ops, Digital Product, CTO

Transform your customer experience with voice AI while owning the application code, but not not stressing the infrastructure.

Why Now: Customers Expect Real-Time Resolution

Real-time money created real-time expectations

FedNow and RTP normalized 24/7/365 movement of funds. When money moves in seconds, customers expect answers in seconds—at 2 a.m., on weekends, during spikes. Neobanks are training the market on immediacy; if your phone queue says “10 minutes,” they bounce. Voice AI is the only elastic way to meet real-time demand without ballooning headcount.

Banking Use Cases

Self-Service Balance and Transactions

Who

Heads of CX, Digital Product, Contact Center Ops

What

Answers balance and recent transaction requests with secure authentication and audit trails.

Business impact:

Reduce queue time and agent transfersImprove first-contact resolution for routine requests

Relevant features:

One-click telephonyIn-app SDKSecure in-app voiceCode-first control

IVR

Assistant (Call)

Prim Financial — On a call • 00:38

5G82%Live

Connected via PSTNSecure lineCall quality: Good

Captions

What is my checking account balance?

+1 (415) 555‑0134

Card Freeze, Replacement, and Travel Notices

Who

Fraud, Card Ops, Contact Center Ops

What

Automates card freeze, replacement requests, and travel notices with step-up verification.

Business impact:

Lower fraud exposure during high-risk windowsShorten time-to-resolution for cardholders

Relevant features:

Voice-grade latencyNo wait times

IVR

Assistant (Call)

Prim Financial — On a call • 00:38

5G82%Live

Connected via PSTNSecure lineCall quality: Good

Captions

My card was lost. Freeze it now.

+1 (415) 555‑0134

Dispute Initiation and Status

Who

Disputes, Risk, Compliance, CX

What

Captures dispute details, validates eligibility, and provides live status from core systems.

Business impact:

Reduce manual rework and back-office callbacksImprove accuracy of intake and timelines

Relevant features:

Case management integrationCore banking integrationCode-first control

IVR

Assistant (Call)

Prim Financial — On a call • 00:38

5G82%Live

Connected via PSTNSecure lineCall quality: Good

Captions

I need to dispute a $189 charge from ACME INC.

+1 (415) 555‑0134

KYC Onboarding Support

Who

Digital Account Opening, Compliance, Branch Ops

What

Guides applicants through KYC steps, document requirements, and funding, then hands off to agents when needed.

Business impact:

Increase completion rates for account openingReduce abandonment and repeat contacts

Relevant features:

Model orchestrationMultilinguality

IVR

Assistant (Call)

Prim Financial — On a call • 00:38

5G82%Live

Connected via PSTNSecure lineCall quality: Good

Captions

I am stuck on identity verification.

+1 (415) 555‑0134

Appointment Scheduling and Branch Routing

Who

Branch Ops, CX, Sales

What

Schedules appointments, routes to specialists, and confirms required documents via voice or in-app.

Business impact:

Smooth handoffs to the right bankerBetter capacity planning across branches

Relevant features:

One-click telephonyCalendar integrationsCode-first controlRouting logic

IVR

Assistant (Call)

Prim Financial — On a call • 00:38

5G82%Live

Connected via PSTNSecure lineCall quality: Good

Captions

Book a mortgage consult at the Main St branch.

+1 (415) 555‑0134