AI Call Center for Financial Services
Yulio puts human-sounding AI Operators on your support and sales lines, 24/7 in any of 60+ languages. Operators check balances, statuses and applications in your systems mid-call, answer product and rate questions from your knowledge base, make outbound payment reminders, and warm-transfer to your specialists with a spoken briefing. Every call is recorded, transcribed and scored.
The calls you lose money on today.
Most calls are lookups, priced like consultations
Balance, application status, next payment date, card delivery: the bulk of your volume is a database query wrapped in a phone call, handled by staff hired to sell and advise.
Call spikes follow your product calendar
A rate change, a new product or a statement day doubles the queue. You staff for the peak or you make customers wait; both cost money.
Compliance reviews see 2% of calls
Spot-check QA means most conversations are never reviewed. When a dispute or complaint lands, reconstructing what was actually said takes days.
On your line, from day one.
Account service on the line
- Check balances, application statuses and payment schedules in your systems mid-call
- Verify the caller against your CRM before revealing anything
- Update contact details and log every interaction back to the record
Sales and outbound
- Qualify inbound leads and hand hot ones to your specialists with a briefing
- Call back web applications within a minute of submission
- Make polite, persistent payment reminders that resolve to a recorded outcome
Control and compliance
- Every call recorded, transcribed and scored: 100% QA instead of spot-checks
- Scripted disclosures delivered consistently on every single call
- Any charge or complaint resolves to audio in three clicks
What the switch is worth.
Modeled for a typical operation in this industry, with the same assumptions as our savings calculator. Run your own numbers
Works with every tool you use.
Any telephony provider
Keep your number and your provider, whoever it is. Point the line at Yulio and your Operators answer on it. No new hardware, nothing for your team to install.
Your internal systems, CRMs and databases
We connect Operators to your own stack: internal APIs, databases, custom back offices, whatever CRM you run. The Operator recognizes the caller, checks an order or a balance mid-call, then logs the call and updates the record.
The SaaS tools you already use
CRMs, helpdesks, messengers, calendars, spreadsheets and hundreds of other services. Every call lands in the tools your team already works in, with no copy-pasting between systems.
KeyCRM
KeepinCRM
Sitniks
Kommo
Viber
Telegram
Binotel
Zadarma
Phonet
UniTalk
Ringostat
Voiptime
HubSpot
Salesforce
Zendesk
Slack
WhatsApp
Google Calendar
Gmail
Outlook
Google Sheets
Airtable
Notion
StripeCommon questions.
What teams in this industry ask before putting an Operator on their line.
Can an AI Operator verify who is calling?
Yes. The Operator checks the caller against your CRM and asks your verification questions before discussing anything account-related, and follows your rules about what may be said before and after verification.
Can it handle payment reminders?
Yes. Operators make outbound reminder calls, offer your payment options, take promises to pay, and log every outcome with a recording. Reminders go out on schedule, every time, without a collector burning out.
How is this auditable?
Every call leaves a recording, a transcript, a quality verdict and a price in your dashboard. That's 100% QA coverage: any dispute, complaint or regulator question resolves to the actual audio in three clicks.
Does it connect to our core systems?
Operators work with your internal APIs, databases and CRMs mid-call, checking a balance or an application status while the customer is still on the line. We build and configure the integrations for you; enterprise deployments take well under 30 days.
What does it cost compared to a staffed team?
Billing is per-second at one flat per-minute rate set by your monthly volume, from a prepaid balance. You pay only for talk time; hold and idle cost nothing. For lookup-class calls, an AI-handled call costs a fraction of a staffed one; run your numbers in our savings calculator.
Your AI Call Center.
Voice AI agents are your Operators. Hire them, train them, and put them to work on day one, for a fraction of the cost of a human agent. Talk to us and hear an Operator answer for your business.