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The Banking Agent for the Financial Services industry is pre-trained to take inbound calls to order checks, pay bills, stop checks, transfer funds, and order wire transfers.
Verify Customer
Collects and verifies customer information against account record including name, account number, and security information.
Order Checks
Collects check order and re-order information and processes order.
Pay Bill
Allows customer to pay bills by phone. Collects required payee information, payment amount and method, and required payment information. Processes payment.
Stop Check
Collects check details from customer. Informs customer of any stop payment fees, verifies that customer wishes to continue with stop payment, and processes stop payment.
Transfer Funds
Collects originating account number and transfer amount. Verifies balance is sufficient. Collects destination account number and processes transfer.
Wire Funds
Collects originating account number and transfer amount. Verifies that balance is sufficient. Collects and verifies destination bank information and processes wire funds transfer.
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"Voxify should be considered as an attractive option for companies that want reasonable cost, rapid deployments of speech applications that align with Voxify's extensive portfolio of vertical industry solutions.”
Elizabeth Herrell
Analyst
Forrester
Downloads
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