In finance, every word on the phone matters.
Not just automation — our AI voice platform uses an SOP decision engine to ensure every answer is accurate, compliant, and auditable. Free your advisors for high-value work. Give customers the trust they expect from finance.
AI Voice Agent - An
On call 00:41
Does your contact center face these challenges?
Peak hours — customers hang up waiting
Impact
Financial service call volumes are highly sensitive to market volatility. A single volatile trading day can spike calls 3–5x, but rapid hiring is impractical — training takes time and compliance requirements are stringent. Outsourced agents lack domain expertise and risk inaccurate responses.
70% of calls are standardizable queries
Impact
Financial service agents need licenses and compliance training — far more expensive than typical support staff. Having these highly qualified professionals repeat basic answers is the biggest waste of talent. Complex advisory, financial planning, and complaint resolution get delayed.
One wrong answer is one compliance risk
Impact
Taiwan's FSC enforces strict communication standards. Incomplete risk disclosures, inappropriate investment advice, or personal data mishandling can result in penalties. Human agents under pressure make slips that are hard to trace after the fact. AI with an SOP decision engine ensures every response is consistent, complete, and auditable.
How It Works
Three steps to compliance-grade AI support
01
Connect your financial systems
Our engineering team integrates with your core banking system, securities platform, CRM, or PBX — giving AI real-time access to account info, transaction records, and product knowledge bases.
02
Build SOP decision flows
We configure AI response logic and escalation rules based on your institution's procedures, risk disclosure requirements, and support SOPs — ensuring every conversation path meets compliance standards.
03
Go live, monitor & improve
Your AI support goes live. Every call is recorded, transcribed, and audited automatically. Call data feeds back continuously to improve response quality and workflow efficiency.
Inbound
AI Inbound: Professional. Compliant. Never missed.
From account inquiries to trade rule explanations — AI responds with SOP-level precision on every call
After identity verification, AI pulls account balances, holdings, transaction history, and dividend status in real time — replacing 70%+ of basic inquiry calls.
AI Voice Agent - An
On call 00:28
Outbound
AI Outbound: Proactive service that builds trust
From risk alerts to customer follow-ups — AI proactively reaches every client
When anomalous transactions are detected, AI calls the customer immediately for identity verification and transaction confirmation — faster and more effective than SMS, fully recorded and auditable.
AI Voice Agent - An
On call 00:19
Data Insights
Every call fuels compliance and optimization
AI structures every voice interaction — delivering real-time insights for risk, QA, and operations
Full Call Audit Trail
Every call auto-transcribed, summarized, and classified with full context preserved. Auditors can retrieve records anytime — meeting FSC regulatory requirements.
Risk Disclosure Completeness Monitoring
Auto-detect whether risk disclosures were fully delivered on each call, flagging omissions to ensure every customer receives proper risk notification.
Call Topic Trend Analysis
Auto-classify call topics and track trends. Spot anomalies in real time — like surging inquiries on a specific product or complaints clustering around a particular process.
Customer Sentiment & Service Quality
AI detects emotional shifts during calls, flags high-risk interactions, and helps QA teams prioritize dissatisfied customer cases.
Impact
The numbers speak
70%
Basic inquiry calls resolved by AI
100%
Call audit trail coverage
< 1s
Avg. answer latency
24/7
Always-on including holidays
* Metrics are estimated. Actual results vary by institution size and deployment scope.
FAQ
Questions financial leaders ask most
Bring financial-grade precision to every support call
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Pathors empowers businesses with intelligent voice assistant solutions, streamlining customer service, appointment management, and business consulting to enhance operational efficiency.