Voice AI for Financial Services
Give customers instant answers to account questions while protecting privacy and reducing wait times.
How finance teams use Telvana
Consistent service on every call with clear compliance and auditability.
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.
Loan and payment status
Share payment dates, payoff amounts, and next steps clearly and reliably.
Dispute & fraud intake
Capture required details, provide next steps, and route urgent cases.
Secure and compliant by design
Integrate authentication and logging for a complete record of every call.
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.
Deliver fast answers your customers can trust with clear verification and records.
The Telvana Difference
40–60%
Routine call deflection (target)
24/7
Always-on support
99.9%
High availability (target)