Connect securely to your core banking API, define verification steps, select a voice, and start answering.
Choose the Transaction Enquiry template from your dashboard to pre-load compliance rules.
Securely link your core banking platform or ledger database using our pre-built integrations.
Select a friendly, professional, or corporate voice. Configure security questions for identity verification.
Route your support line number to the agent. Hit go. Customers get answered instantly.
Simple balance checks shouldn't slow down complex customer needs.
From secure verification to core query resolution — your agent manages the lookup lifecycle.
Authenticates callers securely by asking standard validation parameters (PINs, OTPs) before disclosing any account information.
Checks account ledgers securely and reports current and available balances for savings, checkings, or credit accounts.
Answers queries about recent transactions, listing the latest deposits, withdrawals, or debits with dates and amounts.
Clarifies merchant naming discrepancies for pending authorizations, resolving caller worries about unknown transactions.
Processes requests for monthly statement copies, instantly sending them to the customer's registered email address.
If a caller insists a transaction is fraudulent, the agent captures the details and routes the call to the fraud department.
Live query tracking, security verification logs, and API performance metrics — in one unified dashboard.
See every transaction query, balance check, and statement request in real time with customer parameters and outcome logs.
Detailed text logs of calls with sensitive details (PINs, full card numbers) automatically redacted for strict privacy compliance.
Monitor connection health between the AI Voice Agent and your core databases (e.g. FIS, Fiserv, Jack Henry) at a glance.
Get immediate updates when verification attempts fail repeatedly, signaling possible social engineering attacks.
The AI automatically flags calls expressing high frustration over charges so they get prioritized in the dispute workflow.
Categorized reports showing what percentage of calls check balances, look for pending items, or request statements.
Metrics tracked across credit unions and community banks running the agent.
How financial institutions automate routine lookups without losing security.
By routing all balance enquiries and statement requests to RhinoAgents, staff phone time dropped significantly, allowing deeper focus on loan originations.
Integrates our voice agent directly with their merchant mapping database. Resolves "Unknown Charge" complaints instantly via voice.
Over 12,000 customers verified and resolved balance enquiries via voice AI without exposing credentials or requiring staff intervention.
Secure connection models designed for rapid, compliant deployment.
Fiserv (Signature/Premier), FIS, Jack Henry (Symitar), Temenos
OAuth 2.0, SAML, Mutual TLS, IP Whitelisting, SOC 2 Type II
Twilio Flex, RingCentral, Cisco Webex, Vonage Enterprise, Avaya
Doxim, OSG, Output Services, Custom secure SFTP endpoints
How the Transaction Enquiry template maintains bank-level compliance.
Automate balance queries, charge explanations, and statement requests with a secure voice AI agent. Keep your hold queues clear for critical dispute calls.