Compliant AI That Your Customers Will Love
Financial services demands perfection—in compliance, security, and customer experience. AIVI delivers all three. Handle account inquiries, accelerate loan origination, and manage collections while maintaining regulatory compliance at every interaction.
Hear AIVI process a loan pre-qualification
The Results Speak for Themselves
The Solution
Zero-Wait Customer Service
Account balances, transaction disputes, card activations, payment schedules—customers get instant answers without navigating phone trees or waiting on hold. AIVI resolves 85% of calls completely, routing only complex cases to advisors.
Accelerate Loan Origination
Pre-qualify applicants in minutes, not days. AIVI collects required documentation, verifies eligibility, explains terms, and moves qualified borrowers straight to underwriting—dramatically shortening your time-to-fund.
Streamline Collections with Empathy
Handle payment reminders and arrangements with consistent, compliant, and compassionate conversations. AIVI negotiates payment plans, documents agreements, and maintains relationships that traditional collections methods destroy.
Seamless Integrations
Connect with your existing tools and workflows
n8n
Automation
Twilio
Telephony
Go High Level
CRM
ElevenLabs
AI
OpenAI
AI
HubSpot
CRM
Retell
AI
Salesforce
CRM
Zapier
Automation
Slack
Communication
Calendly
Calendar
Stripe
Payments
How It Works
Secure Integration
Connect to your core banking system, CRM, and phone infrastructure with bank-grade encryption and compliance from day one.
Compliance Configuration
Build in required disclosures, fair lending language, and regulatory scripts. Every conversation follows your compliance requirements.
Controlled Rollout
Start with specific call types, measure performance, and expand gradually. Your compliance team reviews everything before full deployment.
Continuous Improvement
Monitor call quality, compliance adherence, and customer satisfaction. AIVI improves with every interaction.
Frequently Asked Questions
AIVI is built for financial services compliance. Required disclosures are never skipped. Fair lending language is consistent. TCPA rules are followed. Every call is recorded, transcribed, and auditable. Your compliance team configures the rules; AIVI follows them perfectly, every time.
Yes. AIVI connects with FIS, Fiserv, Jack Henry, Temenos, and 30+ core banking platforms. Real-time account data enables personalized conversations—AIVI knows balances, recent transactions, and account status without customers repeating information.
AIVI maintains SOC 2 Type II certification, uses end-to-end encryption, and follows PCI DSS guidelines. We never store full account numbers or SSNs in plain text. Detailed audit logs track every data access for your compliance records.
AIVI performs voice biometric authentication and knowledge-based verification. Suspicious patterns trigger immediate escalation. We integrate with your existing fraud prevention systems to add another layer of protection.
Absolutely. AIVI explains options, collects financial documentation, and guides borrowers through modification applications with patience and consistency. Loan officers receive complete packages ready for review, dramatically reducing processing time.
Banks report 85% reduction in cost per contact, 40% faster loan origination, and significant improvement in collections recovery rates. With call volumes in the thousands, AIVI typically delivers 10x ROI within 90 days.
Ready to Transform Your Business?
Join hundreds of businesses achieving exceptional results with AIVI.