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Financial Services

Secure voice automation for banking and lending.

Financial Services — Callex voice AI

Callex agents service accounts, verify identity, and run collections at scale, with configurable controls and audit trails for sensitive servicing workflows.

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What Callex handles in financial services.

Account servicing

Answer account questions in seconds.

Balances, recent transactions, card locks, and disputes, handled quickly and securely, with fewer queues, day or night.

  • Balances & transaction history
  • Card lock / replace
  • Dispute intake
Verification & fraud

Verify identity before anything sensitive.

Step-up authentication, knowledge and OTP checks, and fraud signals run before any account action, with every step logged for audit.

  • Multi-factor identity checks
  • Fraud signal detection
  • Full audit trail
Collections

Policy-aware collections conversations.

Agents reach borrowers, negotiate payment plans within policy, and take payments, improving recovery while staying within regulation.

  • Policy-bound payment plans
  • Secure payment capture
  • Compliant, consistent scripts
24/7Account servicing
FasterRoutine servicing
FullAction audit logging

Powered by the Callex platform.

Integrations & Actions

Connect telephony, CRM, and backend systems so agents take real action, not just talk.

Voice Agents

Natural agents that understand intent and resolve more routine calls.

Analytics & Insights

Measure conversations with outcomes, transcripts, and ROI reporting.

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Ready to put voice AI into production?

Talk to our team about your use case and see Callex running on your own calls.

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