Branded Voice Agent – Investment Bank
A branded voice agent for an investment bank, with its own named persona, mandatory caller verification and routing to the equity, wealth management and compliance desks.
[ CLIENT ]
Investment bank
[ INDUSTRY ]
[ CHALLENGE ]
The bank needed an agent that sounded like its brand, never discussed an account before verifying the caller, and sent every inquiry to the right desk.
[ SOLUTION ]
We built a branded voice agent with:
A custom-named persona aligned to the bank’s brand voice
Caller verification before any account-related discussion
Routing by inquiry type: equity, wealth management or compliance
A PASS/FAIL test protocol with three severity tiers for every scenario
Launch clearance was given only after every scenario passed the protocol.
Verification first
The agent never discusses an account until the caller is verified. Only then does it route the call by inquiry type: equity, wealth management or compliance.
A persona that fits the brand
The agent has its own custom name and speaks in a voice aligned to the bank’s brand.
Launch clearance
Every scenario went through a PASS/FAIL test protocol that sorts issues into three severity tiers. Launch clearance came only after every scenario passed.
Building something similar?
Our AI receptionist and voice agent service covers financial firms that need verification and routing.
Part of our AI receptionist and voice agent work. Related projects: the brokerage call routing agent and the clinic patient intake agent.
[ RESULTS ]
100%
Of account calls verified first
3
Desks: equity, wealth, compliance
3
Severity tiers in pre-launch testing
