Automate financial services with AI-powered voice agents
Field inquiries, qualify leads, follow up, and automate high-volume conversations with AI voice agents.Reduce the cost of each interaction
Financial operations handle thousands of calls that consume time and resources. Rootlenses Voice automates queries, follow-ups, and repetitive processes to reduce operational burden and allow your teams to focus where they generate the most value.
Scale your financial operations
Customer service and account inquiries
Automate frequent queries about products, services, requests and financial processes. Voice agents guide conversations, gather information, and respond based on knowledge flows and sources defined by your organization.
More financial conversations at scale
Manage large volumes of calls simultaneously, without your team having to manually make each contact, follow-up or initial interaction. Automate conversations and expand attention span without proportionally increasing your team.
Reduce time spent on repetitive calls
Automate frequent queries, grading processes, reminders, and follow-ups that typically require hours of work. Your team can spend more time on complex cases, business opportunities, and clients who need specialized attention.
Automate contact flows
Reduces manual effort associated with high-volume phone campaigns and repetitive tasks. Centralize and automate contact flows to make better use of your teams' time and operate more efficiently.
Continuous operation
Voice agents can operate continuously to answer calls, follow up, and execute conversations based on the needs of your operation. Keep service available when your clients need it.
Turn each automated call into more time for your team
From the idea to your first voice agent, step by step
Definition
We identify use cases, flows, integrations and key metrics.
Settings
We build the agent with your business rules, knowledge and integrations.
Integration
We connect the agent with your systems, channels and tools so that they can operate within your workflow.
Testing and activation
We validate scenarios, adjust the behavior and bring the agent to production in a controlled manner.
Optimization and scale
We monitor results, optimize the agent and progressively scale the operation.
Before and after: the impact of automating finances
Without Rootlenses Voice
Teams manually make calls to customers
Care is limited by team availability
Frequent queries consume agents' time
Tracking depends on manual processes
Difficult to quickly contact large volumes of customers
Teams repeat the same questions in each interaction
Information must be collected manually
Agents spend time on initial and repetitive processes
Prospects wait to receive a first response
Scaling the operation requires increasing operational effort
With Rootlenses Voice
AI can automatically contact and serve customers
Conversation processing at scale, 24/7
Automated handling of repetitive interactions
Tracking and automated campaigns
Process hundreds or thousands of simultaneous calls
Flows and questions configured according to each process
Capture and record information obtained during calls
Teams focus on cases that require human judgment
Faster contact and qualification of new opportunities
Scale conversations without increasing manual tasks
Everything you need to know about Rootlenses Voice
Find questions and answers related to Rootlenses, on how to use it, implement it and leverage it in your business.
No, Rootlenses is designed so anyone can analyze data and gain insights without any programming knowledge.