How AI Phone Call Software Automate Sales Teams in Fintech Industry

Establishing trust, security and innovation in every conversation is the foundation of every success sales teams. 

But with the evolving customer expectations, constantly changing regulations, and increasing need for digitization one industry need a more steady and sustainable workflow just to maintain competitive:

The Financial Technology Industry. 

Financial technology — or FinTech — are primarily responsible for enabling automation of various financial services, supplying convenience and efficiency for every transaction, such as purchasing, saving, and even investing. 

Whether it is for outreach activities, providing real-time conversational assistance, and capturing key data during calls, establishing a call center and incorporating AI voice agent can further develop and automate both their customer service and sales. 

Here at AnyBiz, we’ve developed the most advanced AI agent that can support various industries in their pursuit of effective sales, efficiency and customer satisfaction, and considering the various factors involved in ensuring that the Fintech industry remains competitive we’ve supplemented various features that improve not just your outbound capabilities, but your overall sales process and potentially customer support. 

For this blog, we will explore the benefits of AI phone call can offer an innovative and advanced solution in this highly competitive market, and fintech companies can accelerate deal cycles, improve and automate customer engagement, and maintain regulatory compliance. 

What is AI Phone Call Software?

AI phone call software refers to systems powered by artificial intelligence.

It is powerful tool that is capable of handling phone calls with different prospects and customers, simulating human agents in terms of engagement and supply valuable data insights to improve efficiency in decision making.

It is one of the most ideal and scalable solutions, which can operate around the clock, develop call efficiency without depleting or compromising on service quality. And since it operates on a somewhat continuous system it can handle millions of calls daily as long as it doesn’t require specific topics. 

AnyBiz has multiple communication channels outreach with AI call as part of its program, and is especially powerful for high-intent prospects with dynamic scripts that adapt based on real-time responses. This ensures more effective conversations that increase conversion rates.

In general, AI phone agent achieved renowned due to its capability to automate customer interactions, repetitive tasks and answering service. 

How Does AI Phone Call Software Work?

AI-powered calls utilize multiple AI subsets to make it effective such as speech recognition, natural language processing (NLP), and machine learning which is useful for both inbound and outbound calls for customer conversations. 

Advanced AI phone call software are capable of answering calls automatically, qualify leads, identify business needs, schedule follow-ups and even perform intelligent call routing.

Speech Recognition: For transcribing and understanding of customer speech in real-time.

Natural Language Processing (NLP): The power of AI to understand context, sentiments, and customer queries, adapting responses accordingly.

Machine Learning: The subset of AI to help it learn from each interaction, which is a fundamental part of every AI phone call technology giving it the ability, over time, to predict customer needs, personalize conversation, improve lead qualification and ultimately automate phone calls and how it converse. 

Benefits of AI Phone Call Software

Although many AI sales tools use SMS and phone call as part of its outreach method, AnyBiz understands that some of the key features many corporations will require is the triumvirate of outreaching; email, LinkedIn, and AI cold call. 

AnyBiz developed a technology that makes it one of the best AI system in the market some of its capabilities are:

AI Cold Calls to Close Deals

AI cold calls is a powerful sales phone call solution for high-intent prospects. AnyBiz’s AI phone call system schedule and reduce wait times and missed calls by making calls on behalf of your sales team, ensuring more effective conversations that increase conversion rates.

Hyper-Personalized AI Messaging

Understanding the importance of the human touch, AnyBiz allows you to customize messages by type (email introduction, follow-up, LinkedIn outreach) and tailor communication based on where the prospect is in the sales journey.

You can use AnyBiz’s personalization capabilities to provide instructions and scripts to update your communication and policy patterns. Instructions can be customized to match your brand’s tone, communication and across voice style, to avoid suspicious patterns. Here are a few ways to personalize the instructions for your needs:

Multilingual and Tone Customization

No matter the sales call volume, or language the AI is capable of supporting over 30 languages:

• English (US, UK, Australia, India, New Zealand)
  
• Spanish (Spain & Latin America)
  
• French
  
• German
  
• Portuguese (Portugal & Brazil)
  
• Italian
  
• Dutch
  
• Russian
  
• Chinese
  
• Japanese
  
• Korean
  
• Hindi
  
• Turkish
  
• Vietnamese
  
• Polish
  
• Romanian
  
• Swedish
  
• Norwegian
  
• Danish
  
• Finnish
  
• Greek
  
• Hungarian
  
• Bulgarian
  
• Malay
  
• Indonesian
  
• Multilingual (neutral voice)
  

Instructions and Scripts for the AI Agent

• Communication Tone: You can instruct the agent to develop the tone that aligns with your company’s values — you can either tell it to be more formal, professional, friendly or conversational.
  
• Handling Objections: You can specify how the agent should respond to certain objections or questions.
  
• Focusing on Client Problems: Specify what the agent should ask to understand the client’s specific needs, giving the AI agent the ability to dig deeper into the problem.
  

Personalizing the Call Script

The call script outlines the exact steps the AI agent should take. You can modify its capability to: 

• Express its Permission to Speak:
  The first step in any call is to get the client’s permission to proceed with the conversation. You can customize this question according to your situation:
  
  
• Ask Discovery Questions:
  Based on your product or service, the AI agent can ask questions that are most relevant to your target audience:
  
  
• Confirm Next Steps:
  You can confirm the next step, which can involve scheduling a meeting or sending additional information, to improve customer-client relationship.
  
  

Setting Up Responses to Common Questions

The AI call agent can also be used to handle some common and general questions that may arise during the call, it can save your contact center the trouble for answering general inquiries such as pricing and other specifications. 

Integrate CRM Systems

Integration with CRM systems helps the fintech industries unlock better opportunities. AnyBiz can be integrated with the popular CRM tool such as Hubspot to full leverage the potential of their data and automate their process.

Why is AI Phone Call Software Important for Fintech?

FinTech corporations use AI to automate their outreach process, ensure regulatory compliance, and improve efficiency during voice calls. 

Some FinTech agencies use it for its call center operations to further develop more sophisticated call flows, and allow its sales reps the ability to focus more on complex interactions, while the AI call center software handle routine inquiries. 

Can AI Phone Call Software Transform Fintech Companies?

AI phone calls reduce a large number of heavy lifting for many fintech companies, its highly valuable for developing customer engagement, streamline operations, and guarantee compliance. Some of its benefits include: 

Instant Availability: Allows 24/7 operations, enabling fintech companies to handle their outreach for different time zones without any delays. 

Accurate Data Collection: AI as a call center solution has immense contribution especially with gathering and analyzing customer feedback. Some AI phone assistant can also provide insights into customer needs and concerns. 

Personalized Responses: Some call center platform or agencies use AI phone calls streamline their customer data which can develop better customer satisfaction. 

Can It Automate, Streamline Operations and Reduce Costs?

Compared to its traditional counterpart, AI SDRs are capable of handling routine and repetitive tasks without consuming too much of their time. 

It is capable of partaking the role of an appointment setter by qualifying leads, scheduling follow-up calls and providing first line support, thus reducing the burden on the sales teams and giving fintech companies the ability to handle more clients with fewer resources which can ultimately reduce operational costs. 

What to Look for in AI Phone call Software?

Some of the features we’ve developed here at AnyBiz to develop operational efficiency especially in sales is as follows:

Prospect Database

AnyBiz offers one of the largest personal prospect databases of over 400 million, enabling you to acquire the right leads at precisely the right moment. Its multi-channel marketing and engagement system allows outreach to up to 8,000 leads monthly through email, LinkedIn, and AI-powered cold calls. 

Compliance and Security Features

AnyBiz practices all relevant regulatory standards to ensure that it complies with the security protocols of financial services.

Customization Options

Look for AI systems that allow you to personalize scripts, responses, and follow-ups based on your specific sales process and client profiles, at AnyBiz we’ve developed this advantage to ensure that your outreach capabilities are topnotch and highly engaging.

Real-Time Analytics

AnyBiz developed an AI dashboard to help you monitor the progress of your AI agent’s activities and confirm if they are generating a positive Return on Investment (ROI), you can take advantage of our exclusive AI dashboard.