Secure AI Automation for Finance & Fintech Companies

Automate customer communication, support calls, and workflows using secure, compliant AI voice agents—built for financial operations.

Finance Requires Secure & Accurate Automation

Finance and fintech companies manage high volumes of customer queries, verifications, and follow-ups. Manual handling slows service and increases operational risk.

Eplanet Soft delivers secure AI automation systems that improve response time while maintaining data integrity and compliance readiness.

Common Challenges in
Financial Operations

High inbound customer queries

Manual verification & follow-ups

Slow response times

low lead

Fragmented customer data

Compliance and security concerns

Limited visibility into operations

AI & Automation Solutions for Finance & Fintech

AI Voice Agents for Customer Support

Automate FAQs, service requests, and customer communication.

Workflow & Process Automation

Streamline verifications, follow-ups, and internal processes.

CRM & Analytics Dashboards

Centralize customer data and insights.

Secure System Integrations

Integrate AI with core banking, CRM, and internal systems.

Compliance-Ready Architecture

Built with security-first deployment practices.

Who We Help

NBFCs & Financial Institutions

Customer support and workflow automation.

Fintech
Startups

Scalable communication systems.

Insurance
Firms

Policy inquiries and follow-ups.

Financial Service Providers

High-volume customer engagement automation.

Security, Privacy & Compliance

Our finance automation systems are designed with encryption, access control, and compliance-ready workflows.

Why Eplanet Soft for Finance Automation

Secure system architecture

Finance workflow expertise

Scalable automation

Reliable integrations

Long-term support

Sucess Stories

AI, Automation & Digital Transformation Case Studies

Real business problems solved with intelligent systems.

Get a Free Finance AI & Automation Audit
Discover how secure AI automation can improve financial operations.

Frequently Asked Questions

Yes, with encrypted and controlled deployment.
Contact us

Get a Free AI & Automation Audit

In this free 30-minute audit, we identify automation gaps, AI opportunities, and system improvements tailored to your business.
Your benefits:
What happens next?
1
We review your business workflows
2
We recommend AI & automation opportunities
3
You receive a clear execution roadmap
Schedule a Free Consultation