58%
Customers find response times too slow
75%
Customer retention rate
1
2
3
In Finance, Speed Meets Trust
The financial services industry is built on trust - but trust starts with timely, professional communication. Whether you're a wealth manager, a mortgage broker, or a fintech startup, your prospective clients expect answers fast. But between compliance obligations, advisor availability, and rising lead volume, many firms simply can’t follow up quickly enough. That means lost opportunities, slower conversions, and declining engagement.
And it’s not just about speed - it’s about quality. Many financial firms rely on web forms, call centers, or junior reps to handle early-stage inquiries. But that results in inconsistent experiences, data loss, or poor lead qualification. Worse, valuable prospects get stuck in voicemail limbo or bounced between departments before ever speaking with someone qualified to help.
A Smart, Compliant Voice Agent That Drives Results
Fluents Voice AI acts as your digital intake specialist - trained on your financial services offerings and optimized to handle sensitive conversations with care. It speaks to leads immediately, captures relevant information like financial goals, account types, timelines, and compliance-related details, and then intelligently routes qualified opportunities to licensed advisors or sales reps.
What sets Fluents apart is context. Our AI can be trained on your products, FAQs, and industry-specific language - so it doesn’t just repeat scripts, it holds real conversations. Whether someone is asking about opening an investment account, applying for a loan, or exploring retirement options, Fluents can answer, guide, and book appointments without missing a beat.
We know compliance matters. Fluents is built with enterprise-grade security, opt-in controls, data logging, and full transcript access - so every interaction is traceable and auditable. Integrate it with your CRM, scheduling tools, or client onboarding systems for a seamless workflow. In the world of financial services, every conversation counts—and now, you can automate them without compromising on quality or compliance.
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