Precision-Built for Finance
The first AI platform designed from the ground up for the financial industry's unique needs.
Secure Handling
Bank-level security for all client interactions. Compliant with financial industry standards.
24/7 Support
Be there for your clients when markets move, even outside of standard banking hours.
Client Insights
Track sentiment and identifying key financial needs from every conversation.
Security First
Built for High-Trust Environments.
We understand that financial services require more than just efficiency - they require absolute trust. Our platform is designed with multi-layer security and comprehensive auditing features to give you and your clients peace of mind.
- SOC2 Type II Compliant Infrastructure
- Automated redaction of PII (Sensitive Information)
- Customizable call scripts with strict constraints
- Real-time fraud detection and alerts
Workflow Comparison
Avg. Resolution TimeTraditionalWait time: 1-3 Days
Receptionist
Screening & message taking.
Advisor Msg
Wait for advisor callback.
Compliance Check
Manual ID verification.
CallTrooper AIResponse: 45 Seconds
Pre-Screen
Instant intent capture.
Compliance
Auto-record & verify.
Meeting Set
Consultation booked.