Reduce Call Centre Costs &
Improve Client Experience
Lower operational costs, deliver faster client responses, and improve service efficiency 24/7 with secure AI Phone Agents built for the finance sector.
The Financial Call Centre Bottleneck
High operational costs and long wait times are damaging your client experience and increasing abandonment rates.
High Operational Costs
Scaling human call centres to meet fluctuating client demands is incredibly expensive and inefficient.
Slow Client Response
Long queue times during peak hours lead to abandoned calls and a frustrated client base.
Repetitive Enquiries
Agents spend hours answering basic questions about balances, opening hours, or branch locations.
Compliance Risks
Human error during client verification and inconsistent answers can lead to regulatory breaches.
Why Financial Firms Need Daina AI
Cut your cost-per-contact while simultaneously delivering instant, premium support to your clients.
Explore the workflowLower operational costs
Automate Level 1 support, significantly reducing your required call centre headcount.
Faster client response
AI scales instantly during market fluctuations or peak periods—no one waits on hold.
Improved service efficiency
Advisors and brokers only speak to pre-qualified, verified clients ready to transact.
Secure authentication
Perform standard identity checks automatically before discussing any sensitive account data.
24/7 Availability
Process loan enquiries, lost card reports, and account resets long after the branch closes.
Seamless CRM Sync
Every interaction is transcribed, summarized, and pushed securely to your core banking system.
How It Works
A compliant, secure, and fully automated workflow for financial client interactions.
Step 01
Keep your support lines
Your main 1300 numbers and branch contact lines remain exactly the same. Clients call the number they already trust.
Step 02
Route to AI Assistance
Calls, secure web chats, and portal queries route instantly to Daina AI—either as the first point of contact or during peak overflow.
Step 03
Client Identity Verification
The AI securely guides the caller through standard ID protocols before proceeding:
- • Verify Name & DOB
- • Confirm Account / Customer ID
- • Multi-factor authentication via SMS integration
Step 04
Resolves Level 1 Queries
For standard requests like card activations, branch hours, or payment deadlines, the AI provides an immediate answer and resolves the ticket without human intervention.
Step 05
Routes Complex Cases
High-value leads (new mortgages, wealth management) or complex fraud issues are identified and instantly live-transferred to the correct specialist department.
Step 06
Enterprise CRM Sync
Every verification step, call summary, and data point is securely pushed to Salesforce Financial Services Cloud or your core banking platform.
Step 07
Bank-grade deployment
Daina AI maps your firm's specific compliance scripts and data handling rules, launching a highly secure, audit-ready AI assistant fast.
Financial Use Cases
One intelligent system handling client interactions across lending, wealth, and banking.
Loan Pre-qualification
Capture initial data (income, deposit, property goals) and qualify leads before they reach a broker.
Account FAQs
Automatically answer queries regarding BSBs, swift codes, interest rates, and fee structures.
Appointment Booking
Seamlessly schedule in-branch or virtual meetings with wealth advisors and loan officers.
Fraud Alert Routing
Instantly prioritize and route callers reporting lost/stolen cards or suspicious transactions.
Collections Outbound
Make automated, polite outbound calls to remind clients of upcoming or overdue payments.
Wealth Routing
Direct high-net-worth clients to their dedicated relationship manager instantly.
Card Replacements
Guide users through the automated process of requesting replacement cards securely.
Hardship Assistance
Empathetically guide clients seeking payment arrangements to the correct support team.
Integrates seamlessly with Financial Tech Stacks
Ready to Transform Your Client Experience?
Lower your call centre costs and deliver instant, secure financial support 24/7.
Book Free Finance AI Demo