Security & Compliance Built-In
Banks and credit unions face unique communication challenges — regulatory compliance, security requirements, and the need to serve members efficiently. IntelliVoice provides a complete technology stack designed specifically for financial institutions.
From PCI-compliant phone systems to AI voice agents that handle routine inquiries, we help financial institutions reduce costs while improving member experience.
AI Voice Agents for Financial Services
Automate routine member inquiries while maintaining the security and trust your institution requires.
Account Balance Inquiries
Members can check balances, recent transactions, and account status 24/7 without waiting for a live agent. Secure authentication built-in.
Card Services
Handle lost/stolen card reports, card activation, and PIN resets automatically. Instant transfer to fraud department when needed.
Appointment Scheduling
Let members book appointments with loan officers, financial advisors, or branch staff through natural voice conversation.
Secure Authentication
Multi-factor voice authentication with knowledge-based questions. Fraud detection patterns identify suspicious calls.
Loan Status Updates
Automated updates on loan applications, payment reminders, and refinance opportunities. Personalized outreach at scale.
Smart Routing
AI understands caller intent and routes to the right department — mortgages, business banking, wealth management, or member services.
Cloud Phone & Contact Center
Branch Phone System
Member Services Center
Secure Data Center Services
Financial-grade infrastructure for your core systems, disaster recovery, and compliance requirements.
Colocation
Secure rack space with redundant power, cooling, and connectivity. SOC 2 Type II compliant facility in Florida.
Virtual Machines
Private cloud infrastructure for branch servers, applications, and DR. Dedicated resources, not shared tenancy.
Disaster Recovery
Replicate critical systems to our datacenter. Automatic failover keeps your institution running during outages.
Managed Security
Firewall management, intrusion detection, and 24/7 monitoring. Meet examiner requirements with confidence.
Custom Banking Applications
Need a custom integration between your core banking system and phone platform? A member portal for loan applications? A mobile app for your credit union?
Our development team builds secure, compliant applications specifically for financial institutions. All development is done in-house — no offshore outsourcing of your sensitive projects.