FinanceReinvented.
Give customers instant answers to account questions while protecting privacy and reducing wait times.
Zero Headcount
Scale instantly
10k+ Dials/Day
Infinite capacity
Instant Analysis
Real-time routing
Balance and transaction inquiries
Provide secure account summaries and recent activity after simple verification.
Card controls and replacement
Help customers freeze/unfreeze cards, report fraud, or request replacements without waiting on hold.
CRM Sync Complete
HubSpot + Google Calendar
Loan and payment status
Share payment dates, payoff amounts, and next steps clearly and reliably.
The industry standard relies on human bottlenecks.
Our Finance agents operate instantly, flawlessly, unconditionally.
How It Works
Implementation Framework
Connect core systems
Tie into banking cores or CRMs to retrieve accurate information.
Configure verification
Apply knowledge-based questions or one-time passcodes before sharing details.
Launch with controls
Every interaction is logged with outcomes for audit and review.
Frequently Asked Questions
How is customer identity verified?
We support knowledge-based questions and one-time passcodes. Voice biometrics can be layered where appropriate to strengthen security and reduce friction.
Is this compliant with audit requirements?
Yes. Every interaction can be logged with transcripts, summaries, and outcomes for audit and QA. Your compliance team controls retention and redaction.
Transform your Finance operations.
Book a demo to see how Telvana fits into your specific workflow.