Powering every step of your

Financial Journey

Pre-qualify borrowers, convert more leads, activate dropped signups, and schedule appointments with telli’s voice agents for financial service providers.

Book a demo

Automating call operations for

27/7 Receptionist
+53% reachability
Appointment Booking
+33% Booking rate
Reactivation
Recovered revenue: +$120k
Warm Transfer
Time to first call: <10 sec
Customer Support
+21% first resolution rate
Features

Drive Conversion from Lead to Customer

Buyer Qualification & Warm Transfers

Pre-qualify inbound leads to personalize financial offerings, schedule next steps and seamlessly hand off qualified prospects to loan officers.

Data Validation & Sync to CRM

Validate and capture important customer data, identify information for account setup and log responses into your CRM.

Handle Inbound Calls for Loan Inquiries

Handle every incoming call instantly, assist borrowers with loan application questions, real-time loan status, servicing or payment details, and direct new leads to the right team.

Lower Cost

Cut operating costs by up to 60% compared to internal or outsourced teams.

Features

AI voice solutions for
Financial Services

telli Studio

telli studio makes it easy to create, fine-tune, and improve how your AI voice agents respond. Use our AI-assisted chat or manually edit your call scripts

Multilingual AI Voice Agents

Deliver fluent, native-sounding conversations in over 40 languages, including English, German, French, Spanish, Dutch and Italian.

Verified Phone Numbers & SIP Trunk

Buy trusted, verified phone numbers for seamless outbound calling and higher answer rates. Or alternatively, bring your own phone numbers using SIP Trunk.

Custom Workflows

Customize call workflows to match your unique customer journey. Instantly call new leads, schedule appointments, and automatically trigger callbacks.

Leave a Voicemail

Our AI voice agents automatically leave professional and personalized messages when a call goes to voicemail, so you never miss a lead.

Appointment Booking

Let your AI handle scheduling from start to finish. telli’s voice agents connect directly to your CRMs and calendars, so appointments are booked instantly. No more back-and-forth emails or missed opportunities.

Branded Caller ID

Display your company name and logo on outbound calls to build trust and boost answer rates. Give every call a professional, recognizable touch from the first ring.

Call Analysis

Analyze your calls at scale by tracking performance across thousands of calls, defining your own custom call outcomes and syncing outcomes back into your CRM.

Auto Dialer

Run outbound call campaigns at scale with telli’s AI voice agents and smart calling strategies. When a lead doesn’t pick up, telli automatically retries at the optimal time ensuring maximum reachability and zero manual chasing.

Call Transfer

Seamlessly hand off during inbound and outbound calls with warm transfers. telli connects AI-led conversations to the right human rep, checking availability and providing a brief summary of the previous conversation.

Custom Tools

Extend your AI voice agents with Custom Tools. Connect to any API or data source to retrieve information, take action, and enhance every call.

Up and running in days, not weeks.

Integrate in seconds, deploy in days. We’re there at every step to ensure your voice agents perform flawlessly from day one.

Multilingual AI agents

[.text-color-gray] Sound local. [.text-color-gray] Everywhere.

Deliver fluent, native-sounding conversations in English, German, French, Spanish, Dutch and Italian. Build trust with customers using local accents and natural tone. No translators, no extra staff.

telli’s AI agents have expanded our outbound capacity further than we thought possible. We’re saving time, reaching more leads, and seeing a huge spike in follow-ups from potential customers.

Mareike Wiethölter
Head of Process Management
Drive higher inbound throughput with AI-optimized call handling
10
X
increase in monthly call volume

As a fast-growing AI-based company, we only work with the most cutting-edge solutions, and telli is just that. They help us dramatically scale lead response while giving our customers a high-quality experience.

Justus Kloth
Associate Director of Strategy
Convert more conversations into appointments with AI-guided scheduling
150
%
increase in booking rate

telli is the most scalable and cost-efficient answer to call automation on the market. If you’re looking to ramp up sales without compromising on customer satisfaction, it’s a must.

Christoph Pirkl
CSO
Multiply call throughput using AI agents that operate without bottlenecks
4
X
completed call volume

We’ve been using telli for three months to book appointments with leads, and the results have been great. It’s surprisingly easy to use, and the AI agent consistently books appointments at the same rate or better than our internal call center.

Tommaso Piatti
Director Operations
Fill more technician calendars with AI-driven appointment scheduling
30
%
increase in weekly service appointments scheduled

telli brought our sales floor from chaos to calm. Our team now focuses on actually helping customers, not just reaching and scheduling them — and we haven’t missed a lead since.

Richard Ruben
Co-founder and CEO
Convert more consultations into revenue with AI-guided follow-up and qualification
15
%
increase in CVR from consultation to sale

telli delivers an incredibly human-like, scalable, and professional experience that's transformed how we handle customer calls. We're thrilled with both the product and the responsive, supportive team behind it.

Matthias Knoche
COO
Reach more customers on the first attempt with intelligent call sequencing
45
%
increase in connection rate

telli is leading the charge for call automation in Germany. They tailored their voice agents to our exact business needs, and the efficiency gains have been incredible.

Martin Fricke
Product Manager
Offload routine intake calls to AI for cleaner, faster front-line operations
90
%
of information-gathering calls handled by a telli agent
Integrations

[.text-color-gray]Plug and play.[.text-color-gray] No heavy lifting.

telli plugs directly into your CRM, calendars and customer systems, automatically capturing and updating data from every call. No manual entry. No extra steps.

Integrations

Enterprise-grade protection
by default.

FAQ

Frequently asked questions

What is AI in finance?
AI in finance refers to the use of artificial intelligence technologies such as machine learning, natural language processing, and automation to analyze data, make predictions, and streamline operations. It supports decision-making, enhances customer experiences, and improves accuracy across financial processes like lending, compliance, and customer service.
Why is AI in finance important?
AI is important in finance because it enables faster, smarter decisions based on real-time data. It helps financial institutions manage risk, detect fraud, and automate manual workflows. By improving efficiency and personalization, AI enhances customer trust, reduces costs, and drives long-term growth in a data-driven industry.
How do financial institutions use AI?
Financial institutions use AI to support customer service, credit scoring, fraud detection, and data analysis. AI-powered systems can evaluate borrower profiles, automate KYC checks, and optimize client communications. This leads to faster decision-making, improved security, and more efficient customer engagement across banking, insurance, and investment services.
How is AI transforming financial services?
AI for financial services is streamlining operations from lead qualification to onboarding. telli’s AI voice agents automate calls, handle customer queries, and activate dropped signups. We help financial teams boost conversions, reduce costs, and deliver personalized, compliant experiences faster than manual processes or outsourced teams.
What are some use cases for AI in financial services?
AI voice agents like telli pre-qualify inbound leads, re-activate inactive signups, validate KYC data, and schedule appointments automatically. Financial providers use telli to improve onboarding rates, increase reachability, and deliver local, multilingual customer experiences, turning more prospects into verified, ready-to-convert clients with minimal manual effort.
What are the benefits of AI in finance?
The main benefits of AI in finance include increased efficiency, reduced operational costs, better risk management, and improved customer satisfaction. AI enhances personalization, streamlines onboarding, and ensures accuracy in compliance and reporting. It also allows financial institutions to scale operations and deliver real-time, insight-driven decisions.
How can AI-powered phone agents improve loan prequalification and lead conversion?
telli’s AI voice agents instantly qualify borrowers, verify data, assist borrowers with loan application questions, servicing or payment details, and direct new leads to the right team. This helps finance teams move prospects from inquiry to approval faster, boosting conversion rates and eliminating manual steps.