AI voice agents for financial services teams
Advisors and lenders spend hours on first conversations that follow a familiar script. Dialynx handles those first calls, qualifies the enquiry and books time with the right advisor.
First calls take time from advisory work
Loan enquiries and new-client calls need the same first questions every time, and slow responses send prospects to the next firm.
An AI voice agent covers that first conversation consistently, so advisors join calls that are already qualified and scheduled.
What Dialynx does for finance
Enquiry qualification
Asks the screening questions you define and records the answers for the advisor.
Advisor scheduling
Books a consultation during the call and records the details for your advisor.
Document and intake follow-up
Contacts prospects to collect missing details so applications keep moving.
Consistent scripts
Follows the script and disclosures you write, and keeps a transcript of each conversation for review.
How it works
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Step 1
Write the screening script
Set the questions, wording and disclosures your firm requires on a first call.
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Step 2
Connect your CRM
Qualified leads sync automatically to HubSpot, Zoho or Salesforce.
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Step 3
Monitor and improve
Use transcripts and analytics to refine the script and route more of the right calls.
Common questions
- Can the agent qualify loan enquiries?
- Yes. You define the screening questions, such as purpose, amount and timeline. The agent asks them conversationally and records the answers. Enquiries that qualify sync automatically to HubSpot, Zoho or Salesforce, and the agent can book a call with an advisor, so advisors start each conversation informed.
- Does it replace our advisors?
- No. It handles first conversations, scheduling and follow-up. Advice, recommendations and anything regulated should stay with your licensed team, so write your prompt to keep the agent to intake and general information. Review transcripts in your call log to confirm it stays inside the boundaries you have set for it.
- How do we keep wording consistent?
- The agent follows the script and disclosures you write, and every call is transcribed. Review transcripts regularly, adjust the wording in your call flow, and the updated script applies to future conversations, so wording stays under your control and changes take effect without retraining a team.
From the blog
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Leveraging AI Voice Cloning for Personalized Customer Interactions in Finance
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See it on your own calls
Book a demo, or compare plans and start when you are ready.