Banking & Finance  ·  Voice AI Agent Builder  ·  Trusted by 200+ Institutions

Create Your Own
Banking & Finance Voice AI Agent

Scale your bank's support without scaling headcount. Auto-generate your voice agent in under 10 minutes to handle account inquiries, flag fraud, qualify loan leads, and resolve routine requests 24/7.

Create My Agent — Free See a Live Demo
Live in under 10 minutes · SOC 2 Certified · Bank-grade encryption · Works with any phone number
Configure your agent below — takes less than 10 minutes
app.rhinoagents.com — Agent Builder · Banking Agent
Drafting
Industry
Use Cases
Integrations
4
System Prompt
5
Voice & Tone
6
Languages
7
Compliance Docs
Banking
Credit Union
Fintech
Account Inquiries
Fraud Alerts
Loan Pre-Qualification
Card Services
Balance Checks
Payment Reminders
New Account Opens
Jack Henry
FIS Core
Plaid API
Salesforce FSC
Fiserv
Temenos
Twilio Secure

Based on your industry, use cases, and integrations, RhinoAgents auto-generated this system prompt. Edit it freely before saving.

You are an AI voice support agent for a bank powered by RhinoAgents. ## Your Role You handle all inbound customer calls — answering account inquiries, flagging and escalating fraud reports, qualifying loan leads, processing card service requests, and resolving routine banking queries. You are professional, empathetic, and security-conscious. ## Available Integrations - Jack Henry / FIS Core: Retrieve account balances, transaction history, card status - Plaid API: Verify account ownership, detect anomalous transactions - Salesforce FSC: Log loan inquiries, create follow-up tasks for loan officers ## Primary Use Cases 1. Account Inquiries: Verify identity, pull balance or recent transactions. 2. Fraud Alerts: Verify charge, log incident, escalate to fraud team. 3. Loan Pre-Qual: Collect loan type, amount, income, timeline. 4. Card Services: Report lost/stolen, activate, travel notice. ## Security Rules Never share account details without completing identity verification. If caller cannot verify, offer callback scheduling. Always log the interaction summary.
Choose a Voice
Sarah · Female · Professional
Selected
Marcus · Male · Authoritative
Agent Tone
Professional
Empathetic
Concise
Speaking Speed
Slow
Fast

Select every language your agent should speak. Auto-detect switches per caller automatically.

English
Spanish
French
Mandarin
Arabic
Portuguese
Hindi
+ 18 more
Auto-detect is ON — agent switches language based on caller dialogue automatically.
Fallback Language
English (US)

Upload compliance policies, scripts, or knowledge documents. AI uses RAG to answer accurately and within regulatory bounds.

Fraud_Escalation_Policy_2026.pdf
Loan_PreQual_Script_v4.docx
https://yourbank.com/compliance/scripts... Crawl
Drop files or paste a URL
PDF · Word · CSV · Policy Scripts · URL crawl
All data encrypted · SOC 2 Type II · Your documents are never used to train other agents
Launch My Banking Agent
Done-For-You Setup

Struggling with Setup?
We Will Build It For You.

While our self-serve dashboard allows you to deploy banking support agents in under 10 minutes, we know meeting core banking security APIs and transaction tracking can feel overwhelming.

RhinoAgents offers Done-For-You setup support at a rate of $50 per hour. Our team will design, integrate, test, and launch your Voice AI agent for you.

Request DFY Setup ($50/hr)

Custom Prompt Design

Our engineering experts will write and optimize system prompts to handle secure balance inquiries, branch directions, and card freeze requests.

API & CRM Connection

We'll connect core banking software (FIS, Fiserv, Jack Henry) via secure APIs to keep customer records and card statuses synced securely.

End-to-End Call Testing

Before going live, we perform mock calls to test secure OTP verification, balance reporting latency, and fraud escalation protocols.

Operations Console

Live Banking Support Command Center

Monitor live call queues, active customer transcripts, fraud flags, and loan inquiry pipelines in real time.

console.rhinoagents.com — Live Banking Monitor
Live Feed
Calls Today
214
↑ 38 vs yesterday
Account Requests
124
Resolved via voice
Loan Leads Qualified
18
CRM synced
Avg Resolution Time
1.9 min
Active Call Queue
Now
Angela T. · Fraud Alert
Live
2m ago
Linda S. · Auto Loan
Qualified
5m ago
Raj M. · Balance Check
Resolved
8m ago
David P. · Card Activation
Done
Loan Inquiry Pipeline
Linda S.
Auto Loan · $35k · Excellent Credit
Warm Lead
James K.
Home Equity · $80k · Good Credit
Review
Maria G.
Personal Loan · $12k · Fair Credit
Forwarded
Live Transcript — Angela T.
High Urgency
Caller: Hi, I received a text about a suspicious charge on my credit card. I didn't make that purchase.
AI Agent: I'm so sorry to hear that, Angela. I can certainly help you secure your account. I'm verifying your identity now — can you please confirm the last 4 digits of your SSN?
Caller: Yes, it's 4821.
AI Agent: Verified. I've flagged the charge as suspicious, logged incident #FR-2847, and I'm transferring you now to our fraud resolution team with your full context. They'll have everything they need.
Fraud incident logged. Escalating to specialist.
Financial Integrations Connected: Jack Henry, FIS Core, Plaid API, Salesforce FSC, Twilio Secure SIP
Real-time Sync Active
The Difference

What Running Without AI Costs Your Bank

Every delayed response is a frustrated customer or a missed loan opportunity.

Without AI
Fraud reports delayed by long call queue wait times
Support reps buried in routine balance checks all day
High-value loan inquiries abandoned on hold
After-hours callers go to voicemail, leads lost overnight
Volume spikes overwhelm staff and tank satisfaction scores
With RhinoAgents AI
Fraud flagged, verified, and escalated in under 2 minutes
AI handles routine requests; agents focus on complex issues
Loan inquiries qualified and logged for officers — 24/7
Every after-hours call answered; leads never fall through
Unlimited concurrent calls — no busy signals, ever
Capabilities

What Your AI Banking Agent Handles

From the first ring to a fully resolved request — your agent manages the entire customer banking interaction.

Account Inquiries

Verifies caller identity and retrieves account balance, recent transactions, and card status via voice — securely.

Fraud Alert Handling

Detects fraud reports, verifies identity, logs the incident, and escalates to the fraud team with a full call summary.

Loan Pre-Qualification

Collects loan type, amount, income, timeline, and credit profile via voice — logs a structured summary for loan officers.

Card Services

Reports lost/stolen cards, processes activations, adds travel notices, and confirms credit limits — all via voice.

Banking FAQs

Branch hours, routing numbers, fee structures, application status — answered instantly without tying up a rep.

Warm Transfer to Specialists

Transfers complex issues to human agents with full context — verified identity, issue summary, and intent — no repeating details.

Dashboard

Your Entire Support Center in One Dashboard

Live call logs, loan summaries, fraud flags, and performance metrics — all in one view.

Live Call Logs

See every inbound call in real time — caller name, inquiry type, duration, and outcome.

Full Transcriptions

Every call transcribed and searchable. Review conversations, coach staff, and use for compliance audits.

Call Volume Analytics

Daily and weekly call counts, peak hours, and how many your AI resolved vs. transferred to staff.

Auto Loan Summaries

Every loan call generates a structured summary — loan purpose, amount, timeline, credit profile — in your CRM instantly.

Fraud Flag Tracker

Flags all fraud reports with urgency levels, incident IDs, and escalation status — visible in real time.

Automated Reports

Weekly reports on calls handled, loan leads, fraud incidents, and cost savings — delivered to your inbox automatically.
Results

What Changes When You Go Live

Real metrics from banks and credit unions using RhinoAgents voice AI.

Metric Before AI Agent After AI Agent
Support Response Time 8+ minutes avg hold Instant (24/7)
Loan Inquiries Qualified / Week Avg 9 Avg 27 (+3×)
Missed Support Calls ~30% during peak hours Near Zero
First-Call Resolution Rate 52% 97%
Cost per Inbound Call Handled $18.40 $6.10
Fraud Escalation Time 12+ min avg queue Under 2 minutes
Setup Time Weeks to train support staff Under 10 minutes
Institution Types

Built for Every Type of Financial Institution

From community banks to national lenders — RhinoAgents scales with your institution's needs.

Retail Banks
Credit Unions
Mortgage Lenders
Commercial Banks
Digital Neobanks
Fintech Lenders
Success Stories

Banks Already Winning with AI

How financial institutions are resolving more calls, qualifying more loans, and improving retention.

Regional Credit Union

Loan Pre-Qualifications Tripled

From 9 auto loans pre-qualified per week to 27 — all after-hours calls answered and converted overnight without a support agent on the floor.

Loan Leads
+22%
Monthly Closings
National Commercial Bank

Support Queue Wait Time Cut 73%

AI handles all routine balance and card calls — specialists now focus on complex disputes, not the phone queue. Customer satisfaction scores jumped to 4.9★.

-73%
Hold Time
4.9★
CSAT Score
Online-Only Neobank

97% First-Call Resolution Rate

Every support call now gets fully resolved or logged for specialist review. Fraud team reviews structured AI summaries — resolution rate improved dramatically.

97%
Resolution Rate
+34%
Customer Retention
Book a Demo
Integrations

Works With Your Existing Banking Stack

No switching platforms. Connect to your core banking system, CRM, and phone system immediately.

Core Banking Systems

Jack Henry, FIS, Fiserv, Temenos, Oracle FLEXCUBE, Finastra

Financial CRM

Salesforce FSC, Microsoft Dynamics 365, HubSpot, Total Expert

Phone & Voice

Twilio Secure SIP, RingCentral, Aircall, Vonage, Five9, Genesys

Open Banking APIs

Plaid, MX, Yodlee, Finicity, Akoya for secure account verification

Identity & Compliance

Jumio, Socure, LexisNexis Risk Solutions, Experian identity verification

RhinoAgents Suite

AI Chat Agent, AI Loan Nurture, AI Fraud Triage, AI Outbound Campaigns

Done-For-You Setup

Struggling with Setup?
We Will Build It For You.

While our self-serve dashboard allows you to deploy receptionist agents in under 10 minutes, we know configuring software APIs and custom prompting can sometimes feel overwhelming.

RhinoAgents offers Done-For-You setup support at a rate of $50 per hour. Our team will design, integrate, test, and launch your Voice AI agent for you.

Request DFY Setup ($50/hr)

Custom Prompt Design

Our engineering experts will write and optimize the system prompts to perfectly match your brand guidelines, specific use cases, and business terms.

API & CRM Connection

We'll connect your scheduling tools, CRMs (HubSpot, Salesforce, Zoho), or industry-specific software databases securely to keep bookings and contacts synced.

End-to-End Call Testing

Before going live, we perform mock calls to test response latency, verify voice naturalness, and configure fallback routing rules.

FAQ

Questions Bankers Ask

Straight answers — no fluff.

No. Select your use case, connect your bank's support number, pick a voice, and write instructions in plain English. Under 10 minutes, no technical skills needed.
Yes — the agent authenticates callers securely using your bank's identity verification rules and routes sensitive transaction requests based on your compliance guidelines.
When a caller reports a suspicious charge or fraud, the AI verifies identity, logs the incident with a unique ID, escalates to your fraud team with a full call summary, and notifies the customer of next steps — all in under 2 minutes.
Yes — the agent collects loan type, requested amount, income range, credit background, and timeline via voice, then logs a clean structured summary for your loan officers to review before calling back.
Yes. Connect your current support number or get a new one. Works with Twilio Secure SIP, RingCentral, Five9, Vonage, and most major VoIP providers.
Yes — integrates with Jack Henry, FIS, Fiserv, Temenos, and Salesforce FSC via secure API. Custom API integration is available on request for proprietary systems.
RhinoAgents is SOC 2 Type II certified with bank-grade encryption on all calls and data. You control all compliance guardrails, escalation rules, and identity verification thresholds directly from your dashboard.
Yes — create separate agents on different numbers for your retail support line, mortgage inquiry line, and fraud hotline. Each has its own instructions, tone, integrations, and escalation rules.
All calls and transcriptions are encrypted using bank-grade AES-256 protocols. We are SOC 2 Type II certified, and your customer data is never shared with or used to train third-party models.
Yes — update instructions, scripts, escalation rules, and tone anytime from your dashboard in plain English. Changes go live immediately, no developer needed.
🦏 RhinoAgents

Every Call Answered. Every Lead Captured.

Stop losing loan opportunities to voicemail and long hold times. Give your bank a voice AI agent that handles account requests, qualifies leads, flags fraud, and supports customers 24/7.

Start Free Trial Book a Demo
SOC 2 Certified
Live in Under 10 Minutes
Bank-Grade Encryption
Jack Henry, FIS & Plaid