Banking & Fintech

Replace tier-1 IVR with a Support agent that actually converts.

Balance inquiries, card disputes, loan qualification, KYC questions — all handled by AI with secure verification and compliance-aware flows. Fraud and high-risk cases escalate to humans with the full context, instantly.

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Outcomes

What teams in Banking & Fintech are seeing

4.2×

Call deflection vs. legacy IVR

58%

Handle-time reduction

4.6 ★

CSAT across resolved calls

< 1 day

First agent live

Real Scenarios

What your AI agents actually do

Balance & transaction inquiries

Authenticated callers get account info read securely. Sensitive digits never persist in transcripts.

Card loss, dispute, replacement

Caller reports a problem. Agent captures evidence, opens a dispute, requests replacement card, sends email confirmation.

Loan eligibility pre-qualification

Sales agent qualifies leads through conversation, books a follow-up with a relationship manager.

Fraud escalation with consent capture

Suspected fraud triggers an immediate handoff. The full conversation transcript and customer identifiers go with it.

Why Expedio

Built for banking & fintech

PCI tokenization mode — card digits never persist in transcripts

Audit logs on every conversation, retained per your policy

Consent capture pre-greeting for regulated calls

Per-tenant isolation — perfect for white-label fintech partners

Build your Banking & Fintech agent today.

Free 14-day trial. No credit card. Connect a SIP trunk or WhatsApp number and ship.

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