74%
of routine financial queries are AI-resolvable
Balance queries, transaction confirmations, statement requests, branch hours, and product FAQs can all be answered by AI — without a human advisor on the call.
Financial Services
Every client call handled.
Every advisor protected.
VAAMI's AI handles account queries, advisor booking, fraud triage, and loan qualification — so your team focuses on advice, not phone admin.
- No card data stored · Fully encrypted
- Identity verified before account data shared
- Identity verification before any account data shared
- Fraud escalation with immediate priority routing
74%
Of inbound calls fully resolved by AI
2.8×
More advisor appointments booked
<2s
Identity verification per call
£0
Card or account data stored in AI layer
The problem
Financial services firms lose clients in the hold queue.
Phone calls remain the primary channel for high-value financial decisions — mortgage enquiries, investment reviews, complaint resolution. Every minute on hold erodes the trust your brand has spent years building.
6 min
average hold time at UK retail banks
Six minutes of hold music before a customer speaks to a human — and that's on a good day. Advisors are too valuable to spend their time routing calls and answering balance queries.
£45k
annual revenue from a single diverted mortgage lead
One prospective mortgagor who can't get through to your lending team and calls a competitor costs far more than the technology to answer every call instantly.
What VAAMI handles
Built for the compliance demands of financial services.
Advisor appointment scheduling
Clients call to book, reschedule or confirm meetings with their financial advisor or relationship manager. VAAMI checks live calendar availability and confirms within the call — sync to Salesforce, Redtail, or Microsoft Outlook automatically.
Account balance & transaction queries
Verified account holders can check balances, confirm recent transactions, or request statements — with full identity verification (PIN, DOB, memorable word) before any account data is surfaced. No card numbers stored.
Fraud & suspicious activity triage
Callers reporting suspected fraud or unauthorised activity are immediately escalated to your fraud operations team with priority routing. VAAMI captures the account reference, transaction details, and emotional context before the warm transfer.
Loan & mortgage enquiry qualification
Prospective borrowers are qualified before reaching a mortgage advisor: loan amount, property type, income bracket, and credit awareness. Only decision-ready leads are routed to your lending team — reducing advisor time wasted on unqualified calls.
KYC & onboarding call handling
New clients calling to begin account opening are guided through initial information collection, document submission instructions, and appointment scheduling with a compliance-trained onboarding officer.
Regulatory disclosure & general queries
Routine queries — fee disclosure, product terms, account eligibility, interest rates — are answered accurately from your verified knowledge base, with full call transcripts available for your team's review.
Compliance
Compliance isn't optional in financial services. Neither is our approach to it.
VAAMI was designed for environments where accuracy and data security are non-negotiable. Encrypted call recording, identity verification, and full audit trails — all standard, not add-ons.
Encrypted callsIdentity verifiedAudit trailDPA availableData deletion on request
No cardholder data in AI layer
VAAMI never requests, stores, or logs full PAN, CVV, or card expiry. Voice interactions requiring payment are handed off to a PCI-compliant IVR or live agent.
Multi-factor identity verification
Knowledge-based authentication before any account data is disclosed. Failed attempts are logged, flagged, and can trigger fraud alert workflows.
Distress detection
Sentiment and language analysis identifies callers in difficulty — distress, confusion, or urgency — and triggers modified handling and immediate human escalation.
Immutable audit trail
Every call event — access, playback, transcript export, deletion request — is logged to an immutable audit record available for regulatory review.
Integrates with your CRM & core banking systems
Salesforce Financial Services CloudRedtailWealthboxTemenosFISFinastraMicrosoft DynamicsGoogle CalendarMicrosoft OutlookDocuSign
FAQ
Common questions from compliance and operations teams.
How does VAAMI handle sensitive financial data?
VAAMI does not store or log full account numbers or card data. All call data is encrypted in transit and at rest. Access to call recordings and transcripts is restricted to authorised team members, and you control how long data is retained. We provide a Data Processing Agreement on request.
How does VAAMI handle identity verification before sharing account information?
VAAMI performs multi-factor voice authentication before any account data is surfaced: customers are verified using knowledge-based authentication (KBA) — PIN, date of birth, memorable word — or phone number matching against your CRM. Failed verification attempts are flagged and logged. No account data is disclosed until verification succeeds.
Can VAAMI handle the volume of a large retail bank's inbound calls?
Yes. VAAMI scales horizontally with no per-seat concurrency limits. A retail bank handling 50,000 inbound calls per day can run on the same platform as a boutique wealth manager with 20 calls per week — pricing adjusts to volume, not seat count. Peak periods (end of tax year, rate announcement days) are handled without degradation.
How does VAAMI handle customers in distress or difficulty?
VAAMI uses sentiment analysis and language pattern detection to identify callers who may be in distress — signs of confusion, upset, or urgent situations. When triggered, VAAMI slows its pace, simplifies language, and offers an immediate warm transfer to a human agent. Such calls are flagged in your CRM for follow-up.
Can VAAMI integrate with US-based wealth management platforms?
Yes. VAAMI integrates with Salesforce FSC, Redtail, Wealthbox, and other leading CRMs used by US wealth managers. Full call transcripts and recordings are retained for the period you configure, and AI-generated summaries are stored alongside the original audio so your team always has the complete picture.
Compliant from day one
Your clients deserve instant answers. Your advisors deserve to give advice.
Go live in under an hour. Secure data handling, identity verification, and CRM integration all included.
No credit card required · DPA available on request · Live in under 60 minutes