AI Voice banking support for accounts & loans | Powered by Sarvam AI
Banking customers demand instant, secure, and intelligent voice support — AI is reshaping how financial institutions handle millions of enquiries while reducing operational costs
Source: McKinsey Global Banking Review & Gartner Conversational AI in Financial Services 2024
A secure 5-step voice flow from customer identity verification to account query resolution and fraud alert handling
SecureBot identifies and verifies the customer before any account access
Provide account information instantly without waiting on hold
Handle loan balance, repayment, and new loan eligibility queries
Respond rapidly to fraud concerns and card management requests
Process routine service requests and escalate complex cases securely
See how SecureBot connects voice channels, Sarvam AI processing, and your core banking systems securely
SecureBot integrates with voice platforms, core banking APIs, fraud systems, and secure customer communication channels
Web Voice Widget WhatsApp Voice Twilio Voice
Temenos T24 Finacle Core Banking Oracle FLEXCUBE
FICO Falcon Fraud Manager Visa Decision Manager Mastercard Expert Monitoring
WhatsApp Business API Twilio Verify (OTP) SendGrid Transactional Email
Salesforce Financial Services Cloud Zendesk for Banking Genesys Contact Centre
Track these KPIs to measure the impact of your SecureBank Voice Support Agent
Deploy in minutes with our no-code builder. No technical skills required.
Connect to WhatsApp, Facebook, Instagram, Web Widget and more.
Leverage advanced AI to understand and respond to complex queries.
Track conversations, user engagement, and chatbot performance.
Sign up for free and click "Use This Bot" to clone this template to your account instantly.
Modify conversations, add your business info, and train the AI with your specific knowledge base.
Connect to your preferred channels (Web, WhatsApp, Facebook) and start engaging customers.
Complete these steps to deploy SecureBank Voice Support on your platform
Yes! You can fully customize every aspect of this chatbot template including conversations, responses, appearance, and AI behavior. Our no-code builder makes it easy to modify without any technical skills.
Most users deploy their chatbot within 5-10 minutes. Simply clone the template, add your business information, and you're ready to go live on your preferred channels.
ChatMaxima supports multiple channels including Web Widget, WhatsApp Business, Facebook Messenger, Instagram DMs, Telegram, and more. You can deploy to multiple channels simultaneously.
Yes! ChatMaxima offers a free plan that includes basic features and usage. You can start for free and upgrade as your needs grow. Premium templates may require a paid plan.
Absolutely! ChatMaxima integrates with popular tools like Zapier, Google Sheets, CRMs, and supports custom webhooks for connecting to your existing business systems.
We integrated SecureBot into our regional bank's contact centre and the results have been exceptional. Card block and dispute initiation that previously required a live agent now completes in under 60 seconds. The Sarvam AI Bulbul v2 voice is professional and calm — exactly right for customers calling in a stressful fraud situation. Our fraud team is now focused on investigation, not call handling.
Sub-60-second card block, professional Sarvam voice for stressful situations, fraud team freed for investigation, measurable speed improvement
Would benefit from direct integration with our existing IVR platform for seamless transition
Our contact centre was struggling with first contact resolution — agents were spending too long on routine balance and statement queries. SecureBot now handles all tier-one banking queries without human intervention and our FCR rate has jumped from 58% to 81%. Agent satisfaction has also improved since they now only handle genuinely complex cases.
Major FCR improvement, agent satisfaction improvement, routine query automation, measurable operational impact
Would like real-time dashboard visibility of SecureBot conversation outcomes
Our loan specialist team was receiving hundreds of calls per week asking about outstanding balances and early repayment charges — basic queries that didn't need a specialist. SecureBot now handles all of these, and our loan team receives 40% fewer calls. The Sarvam AI voice quality gives customers confidence they're getting accurate information.
40% loan query reduction, specialist team freed, accurate loan information delivery, confident customer experience
Pre-screening for new loan applications could be more comprehensive
Getting voice identity verification right in banking is notoriously difficult — too strict and customers abandon the call, too loose and security is compromised. SecureBot strikes the balance perfectly. The multi-step verification feels natural in conversation and our security team verified the approach is compliant with our regulatory requirements.
Balanced security and UX, regulatory compliance, natural verification conversation, security team approved
Would like to add biometric voice print option as additional security layer
Banking conversations involve specific terminology — IBAN numbers, BIC codes, transaction references — that often trip up general speech recognition engines. Saarika v2.5 handles these with remarkable accuracy. We tested it extensively with diverse accents from our customer base and the recognition rate was consistently above 94%.
Excellent financial terminology STT accuracy, diverse accent handling, 94% recognition rate, thorough testing validated
Occasional misrecognition of very long account numbers — needs digit-by-digit mode
Sign up for free and start using SecureBank – AI Voice Support in minutes. Customize it to match your brand!