AI Voice Agents for Banking & Financial Services

Ukti AI voice agents help you run compliant, consistent, and high-performing outbound campaigns, from loan reminders to KYC follow-ups, at scale.

You’re Making Calls, But Are They Actually Moving the Needle?

8

call attempts are typically needed to reach one prospect—yet most reps stop after just 3

Smart time-zone settings and AI insights into peak hours ensure follow-ups happen when customers are most likely to answer, boosting connection rates and reducing customer churn.

~2%

of business data becomes outdated every month

Real-time number verification and automatic flagging of unreachable or invalid contacts keep your lists clean and your campaigns productive.

85%

of prospect conversations lack proper preparation, resulting in reduced success rates

Every call is driven by your script logic, enriched with CRM or product context, ensuring that the right pitch is delivered every time, no matter the scale.

80%

of sales require ≥5 follow‑ups, but only 44% of reps persist that long

Our voice agents won’t stop at the first block. They follow your ideal cadence and objection-handling logic to persist through multiple attempts, without burnout.

Hear for Yourself How Banks & Financial Teams Are Engaging in Smarter Outreach

Credit Card Selling Agent
English (India)
0:43
https://files.tryflowdrive.com/2U5OcnLj_Credit-Card-Selling-Agent---(English---IN).mp3
AI Voice Agents in Banking and Finance Sector
Credit Card Selling Agent
Insurance Renewal Agent
English (India)
0:43
https://files.tryflowdrive.com/TldwgkRCc_Insurance-Renewal-Agent--E2-80-93-(English---IN).mp3
AI Voice Agents in Banking and Finance Sector
Insurance Renewal Agent
Title
Artist
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LIVE: 27,086 calls managed today
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How Ukti AI Is Helping Fintech Teams on the Frontlines

Loan Reminders & Collections

Ukti AI places timely calls to remind borrowers of upcoming EMIs, confirm payment modes, and handle basic queries, reducing delinquencies and NPA risk.

KYC Follow-Ups and Document Collection

Voice agents remind customers about pending KYC updates, explain required documents, and guide them through the process so compliance deadlines are met without last‑minute escalations

Policy Renewal Campaigns

Agents reach out before policies are due to lapse, answer common renewal queries, and capture intent in real time, helping insurers and banks maintain persistency ratios and customer trust.

Dormant Account and Wallet Re-Engagement

Voice agents connect with customers who have not transacted for a set period, share personalised offers, and reactivate interest, reducing churn and boosting CASA balances or wallet activity.

EMI Bounce Recovery

Automated voice calls alert borrowers of bounced payments and offer repayment options or rescheduling, improving recovery rates while reducing dependence on field teams.

Real-World Impact for Banks & Fintech Teams

+22%
Loan Follow-Up Contact Rate
–30%
Operational Cost Savings
+52%
Response Rates for Policy Renewals
-50%
Reduced Response Time to High-Intent Leads

Your Data Security Is Our Top Priority

Vulnerability Assessment & Penetration Testing
Security, Availability & Confidentiality
Information Security Management

Let’s Redefine How Your Business Talks