AI voice agents for financial services contact centers
Telvana answers the questions in your queue, books meetings with your advisors and loan officers, and calls prospects and referral partners for you. Anything about an account goes to your team.
Financial Services
How financial services teams use Telvana
AI agents for the queue and for outreach. Account work stays with your people.
Outbound outreach
Calls a list of prospects, advisors or referral partners within the hours you set, asks your qualifying questions, and books a meeting with your team or transfers an interested caller.
Meeting booking
Books meetings with advisors or loan officers on the Calendly, Pipedrive or GoHighLevel calendars you connect, during the call.
General questions
Office hours, locations, product basics, document checklists and how-to questions, answered from your knowledge base.
Hold-time relief
Callers in a long queue can press a key in your phone menu to reach the AI agent for general questions instead of waiting for a rep.
How it works
Live in days.
We build it with you. You approve it.
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01
Tell us how your calls run
Lines, offices, hours, products, who you call and why, and which calls must go to a person.
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02
We build and test your agent
Greeting, answers, call scripts, booking rules and transfer rules, tested on real call types. You review and approve.
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03
Point calls at Telvana
Add an option to your phone menu that transfers to your Telvana number, or upload the list for an outbound campaign.
FAQ
Common questions.
Can it call prospects and book meetings for us?
Yes. Upload a contact list or trigger calls from your systems. The agent calls within the hours you set, asks your qualifying questions, and books a meeting on your calendar or transfers an interested person to your team. Which lists you call stays your decision.
Can the AI look up balances or move money?
No. Telvana does not confirm who a caller is or handle payments, so balance, transaction, card and fraud calls should transfer to your team under the rules you set.
What records do we get?
Each call the AI handles is recorded, transcribed, summarized, sentiment-scored and tagged. A signed webhook can send the transcript, summary, tags and recording link to your systems, and your team decides how that fits your record-keeping rules.
Put AI agents to work in your contact center.
Book a demo. We'll walk through your call types, show you which ones Telvana can take, and let you hear it handle one.