Financial Services
AI phone agents for financial services
Handle account enquiries, payment processing, and member services at scale. Built for Australian financial services with APRA and ASIC compliance awareness.
Use Cases
What you can build
Account Enquiries
Verify caller identity, retrieve account balances, and answer transaction questions — all via secure API calls during the conversation.
Payment Processing
Take payments, set up direct debits, and process BPAY transfers through your existing payment gateway.
Member Services
Handle superannuation balance lookups, contribution enquiries, and retirement benefit estimates.
Fraud Reporting
Take initial fraud reports, freeze compromised accounts via API, and escalate to the fraud team with full context.
Compliance & Data Sovereignty
All data at rest in Sydney. Compatible with APRA prudential standards and ASIC regulatory requirements. Custom MSA/DPA available for regulated entities.
Pricing
Pay only for what you use
Pay As You Go
$0 to start
$20 in free credits. No subscription. Pay per interaction when you need more.
- ✓Full platform access
- ✓Visual flow builder
- ✓Knowledge base & RAG
- ✓Australian phone numbers
- ✓Call transcripts & analytics
Enterprise
Custom
Dedicated infrastructure, SLA, and compliance terms for teams that need them.
- ✓Everything in Pay-as-you-go
- ✓Dedicated support
- ✓Custom MSA / DPA
- ✓SSO & role-based access
- ✓Priority SLA
FAQ
Common Questions
Yes. The flow can verify callers using account numbers, dates of birth, security questions, or any combination your compliance team requires.
Yes. All transcripts and call recordings are stored in Supabase on AWS ap-southeast-2 in Sydney. They never leave Australian infrastructure.
Start building. $20 in free credits.
No card required. Build a flow, test it, put it on a real number.