AI

for Financial Services

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

or

Talk to telli

Automating call operations for

Benefits

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 90% compared to internal or outsourced teams.

Features

Comprehensive AI Voice Solutions for Financial Services

Call Transfer 
Seamlessly hand off inbound leads with warm transfers. Telli connects every AI-led conversation to the right human rep, checking availability and providing a brief summary of the previous conversation.
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.
Custom Workflows
Customize call workflows to match your sales process. Instantly call new leads, schedule appointments, and automatically trigger callbacks. 
Custom Call Outcomes
Understand what’s happening on every call by tracking outcomes, monitoring performance, and optimizing your strategy.
See What You’ll Save With telli.
Book a Demo

Multilingual AI Agents

Sound Local. 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.

Try telli in your Language

Deployment

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.
Book a Demo

Customers

You're in Great Company

Enpal LogoEnpal Logo
Trusted by the biggest brands

More cost effective than traditional call centers or outsourced teams

60%
cost savings

"Lorem ipsum dolor sit amet, consectetur adipiscing elit."

Portrait of a man
John Smith
Deployed Engineering Manager

Lorem ipsum dolor sit amet, consectetur adipiscing elit.

15x
Increase in Conversions
Read success stories

Integrations

Plug and Play. 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.

Book a Demo

Product

Why telli?

Feature / Capability
telli
Human Agents
VOIP
Other AI Providers
Instant Calls
Manual
Manual
Some Providers
Smart Dailing
Manual
-
Some Providers
SIP Trunking & Phone Number Management
N/A
-
Some Providers
Multi-Transfer
N/A
-
Some Providers
Intelligent Lead Handoff
N/A
-
Some Providers
Dynamic Number Rotation
N/A
-
Some Providers
Call Analytics
Manual
-
Some Providers
Branded Caller ID
X
-
Some Providers
Inbound Callback
Manual
-
Some Providers
Context-Aware Callbacks (“Call Me Later”)
-
Some Providers
Custom Call Outcomes 
Manual
-
Some Providers
Appointment Booking, Rescheduling & Cancellation
-
Basic
Multilingual AI Agents 
Sometimes
-
Some Providers
24/7 Support 
-
-
Seamless CRM & Workflow Integration
Manual
-
Some Providers
Enterprise-Grade Security & GDPR
-
Some Providers
Cost-Effective at Scale
-
Expensive

Simplify Call Operations

See What You’ll Save With telli.

Book a Demo

Security

Enterprise-Grade Protection by Default.

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. 

Berlin | San Francisco

ImprintData Privacy

© 2025 telli technologies GmbH

Backed by: