AI For Financial Services | Power Client Growth

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 60% compared to internal or outsourced teams.

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Features

Comprehensive AI Voice Solutions for Healthcare

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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.

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.

Multilingual AI Agents

Sound Local. Everywhere.

Deliver fluent, native-sounding conversations over 40 languages, including English, German, French, Spanish, Dutch and Italian. Build trust with customers using local accents and natural tone. No translators, no extra staff.

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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.

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Customers

You're in Great Company

5M+ calls automated

Drive higher inbound throughput with AI-optimized call handling

increase in monthly call volume

Convert more conversations into appointments with AI-guided scheduling

150

increase in booking rate

Offload routine intake calls to AI for cleaner, faster front-line operations

of information-gathering calls handled by a telli agent

Multiply call throughput using AI agents that operate without bottlenecks

completed call volume

Fill more technician calendars with AI-driven appointment scheduling

increase in weekly service appointments scheduled

Reach more customers on the first attempt with intelligent call sequencing

increase in connection rate

Convert more consultations into revenue with AI-guided follow-up and qualification

increase in CVR from consultation to sale

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

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

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

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

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

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

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

Re-engage dormant leads at scale through intelligent outbound follow-ups

reactivation rate for outbound calls among reached leads

Eliminate long waits with near-instant AI call responses

faster call response time

Accelerate hiring steps with automated candidate progression

reduction in time spent advancing candidates

Resolve customer needs end-to-end through autonomous AI call handling

of calls fully resolved by telli agent

Streamline dispatch workflows with automated coordination and routing

time saved across the entire service dispatch organization

Expand service capacity without adding headcount through AI-powered operations

reduction in scaling costs

Lift overall performance by automating the highest-leverage steps in the workflow

increase in success rate

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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.

Simplify Call Operations

See What You’ll Save With telli.

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Security

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.

Powering Every Step of Your Financial Journey