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Financial Services
Voice AI for trusted and secure financial conversations.
AI agents that go beyond call routing to securely handle fraud and disputes, manage card and account requests, and verify customer identities.
Why Parloa
Built for urgency. Engineered for peace of mind.
Deploy and monitor financial-grade AI agents with enterprise security and privacy. Protect sensitive customer data, keep actions within defined guardrails, and seamlessly transition to live specialists with complete conversation history.
Payment issues
AI Agents help customers trace missing transfers, understand failed or delayed payments, and take the next step toward resolution.
Account access & recovery
AI Agents resolve account lockouts, login issues, and identity verification problems to restore customer access quickly and securely.
Fraud & dispute management
AI agents secure compromised accounts, dispute charges, and track progress toward resolution.
Earn trust in every service interaction.
Customer onboarding
AI agents guide new customers through opening accounts, setting up identity verification, submitting documents, and provide application status updates.
Mortgage & loan servicing
AI agents proactively follow up on incomplete loan applications and connect customers with specialists to increase loan origination volume.
Card & account servicing
AI agents help customers activate or replace cards and update contact details through connected systems.
Trusted by financial services leaders
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Delivery Partners
Production-ready AI for financial services
Work with global SIs, BPOs, and technology partners to connect Parloa AI agents with your core banking, card management, loan servicing, CRM, and fraud prevention systems.
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Insights
Learn how agentic AI is transforming financial services
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Available after hours, and the next business day.
Discover how leading financial services providers use Parloa AI Agents to resolve urgent customer issues, day or night.