No. 01 · interface.ai
interface.ai Voice AI
Voice AI for credit unions and community banks that answers 100% of incoming calls, authenticates callers and automates…
- Pricing not published
- 1 integration
Source: vendor site
7 vendors listed · checked 15 Oct 2026
AI receptionist for Financial Services
AI receptionist and AI voice agent vendors that list financial services firms among the businesses they serve. Sorted A to Z, with pricing as published and the source for every listing.
- Vendors
- 7
- Pricing published
- 3
- From vendor site
- 7
Every vendor for Financial Services
A to Z · order is never sold
Showing all 7 vendors · A to Z
- No. 02 · phoneagent.ai
PhoneAgent.ai
Flat-fee AI receptionist that answers 24/7 on the first ring, books appointments, routes callers and texts missed…
- Pricing published
- 3 integrations
Source: vendor site
- No. 03 · poly.ai
PolyAI
Enterprise voice AI platform whose dialog agents handle customer calls end to end for restaurants, hotels, healthcare…
- Pricing not published
Source: vendor site
- No. 04 · posh.ai
Posh Voice
AI voice agent for banks and credit unions that resolves payments, balances, transfers and card requests 24/7 and hands…
- Pricing not published
- 7 integrations
Source: vendor site
- No. 05 · gorevsystems.com
RevSystems
Configurable AI voice receptionist that answers calls 24/7, screens callers, routes priority calls, books appointments…
- Pricing published
Source: vendor site
- No. 06 · sayvo.ai
SayVo.ai
AI voice agents for mortgage brokerages that answer inbound calls, qualify leads, live-transfer to loan officers, book…
- Pricing not published
- 4 integrations
Source: vendor site
- No. 07 · twig.so
Twig (Sera)
AI front desk 'Sera' for phone, chat, text and email; the mortgage version answers purchase and refi inquiries 24/7…
- Pricing published
- 1 integration
Source: vendor site
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