Fraud at 11 PM
The agent verifies the caller, freezes the card and opens the case. 65% of use cases handled by AI.
AI voice agents · Banking and financial services
AI voice agents for banks and credit unions, live in 60 days.
From fraud alerts and lost cards to payments, loans and everyday account questions, Servion’s AI voice agents resolve routine calls 24×7 and hand the rest to your team with the full context.
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Routine calls resolved end to end, 24×7
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Answers in seconds, with no menu maze and no queue
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Your specialists get the full context, every time
Book a strategy call
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Trusted by banks and financial institutions across North America
65
%
of banking use cases handled by an AI voice agent, 24×7
of banking use cases handled by an AI voice agent, 24×7
70
%
fewer abandoned calls with predictive self-service
fewer abandoned calls with predictive self-service
4
x
loan application throughput with AI agents
loan application throughput with AI agents
The Challenge
Banking CX breaks at the moments customers remember
A customer whose account was just hacked does not want a menu, a queue or a callback tomorrow. Neither does the traveler who lost a card abroad, or the family waiting on a loan decision. These moments decide whether customers trust their bank, and most of them happen outside branch hours.
Each one can be resolved, or handed over properly, by an AI voice agent that knows your systems and your rules.
Why it matters for banks
Where AI voice agents help banks most
Fraud, cards, payments and loans are where customers judge their bank, and they are only the start: balances, disputes, collections and onboarding follow the same pattern. A few examples from live Servion deployments.
A card lost abroad
Straight to block and replace, no menu maze. Handle time cut in half.
“Did my payment go through?”
Status and fees explained before any queue. 70% fewer abandoned calls.
A loan “in review”
Applications moved through the back office, with proactive updates. 4x the throughput.
How It Works
From one banking journey to a live AI agent in 60 days
Discovery+LaunchPad starts with the journey that costs you most, then puts one governed AI agent into production, with security and compliance scoped before go-live.
Why Servion
Built for high-stakes, regulated banking
Banks and credit unions need more than a good model. They need an integrator that understands telephony, compliance and the platforms they run today.
Voice engineering, not just AI
Thirty years in voice and telephony. Banking calls fail in the call path: identity checks, transfers, keypad entry, response time under load. That is where our engineers have worked since before CCaaS existed.
Governed knowledge by default
One source of truth for policies, fees and products, so the AI agent and your human agents give customers the same answer. It is the single largest lever on accuracy.
A documented vendor screen
A continuously screened shortlist, filtered through documented stages and reviewed with you in a fit and discovery session. Screened hands-on against telephony, security and language criteria rather than from vendor briefings, and re-screened as the market moves.
Compliance engineered in
PCI-DSS, SOX, GDPR and CCPA constraints built in from day one: consent, audit logging and data residency. We arrive with the security, privacy and audit answers already drafted.
A proven-delivery method
JourneyWorCX: Discover, Quantify, Design, Execute, Optimize, run by forward-deployed engineers who iterate in production. It is what makes a 60-day commitment realistic.
No migration agenda
We are content to work with what is in place if the evidence supports it, which is exactly what makes our platform recommendation worth more than a vendor’s.
Proof Points
Results from Servion banking clients
What banks and financial institutions got with Servion.
US payment card services institution
From legacy telephony to Genesys Cloud, compliance intact
Cloud move with compliance intact, new digital channels.
Florida financial cooperative, 167,000 members
A cloud contact center for 19 branches
One cloud contact center for 19 branches.
Fastest-growing private bank in Asia
The first AI-powered bilingual conversational AI
A bilingual AI assistant for everyday requests.
More results from Servion banking deployments.
50
%
shorter IVR handle time on lost and stolen cards
shorter IVR handle time on lost and stolen cards
85
%
of escalations resolved with AI interaction analytics
of escalations resolved with AI interaction analytics
$
594
K
saved a year on loan processing
saved a year on loan processing
FAQ
Straight answers before you talk to us
Ready to see what an AI voice agent could handle?
Book a 30-minute strategy call with a CX architect, built around your contact center.