Resolve Millions of Banking Calls Instantly
With Secure Voice AI for Banking
Moments That Break Traditional Banking Call Centers
Without AI Voice Calling Agent
Thousands of customers call simultaneously for balance checks, salary credits, and transaction alerts. This overwhelms queues within minutes.
Lost cards, suspicious transactions, and fraud alerts demand instant action, but long wait times increase risk and customer anxiety.
Due date reminders, payment failures, and last-minute confirmations flood the lines at the same time every month.
New credit cards, loans, and festive offers trigger massive inbound queries your team isn’t staffed to handle.
Statements, mini statements, IFSC codes, and account updates consume agent time that should be spent on complex, high-value cases.
How Voice AI is Changing Debt Recovery in India
See how banks and lenders are using Voice AI to reach more customers, recover overdue payments faster, and stay fully compliant, all while speaking to each customer in their own language.
Proven in Production. Measured in Metrics.
Voice AI for banking delivers measurable outcomes at scale.
Use Cases of Voice AI for Banking
- • Balance & mini statement checks
- • Last 5 transactions
- • Cheque status
- • Branch/ATM locator
- • Card block/unblock and delivery status
- • Lost/stolen card reporting
- • Fraud alert confirmations
- • Transaction disputes
- • EMI due date & amount
- • Loan outstanding balance
- • Payment links
- • Application status tracking
- • Reminder calls (multilingual)
- • Promise-to-pay capture
- • Settlement offers
- • Payment confirmations
- • KYC appointment scheduling
- • Document reminders
- • Address/contact updates
- • Cheque book requests
Partnering with Product & CX Leaders to Build Intelligent, Always-On Voice Experiences.
What Great Banking Contact Centers Do Differently With Voice AI Agent
Proven Across Live Environments
Supporting 100+ Businesses in Simplifying
Customer Service with Smart Voice AI
We are able to reach out shortlisted candidates in few hours. Earlier what used to take weeks now gets done in hours. Our team is able to spend more time and better engagement with interested candidates.
Intuitive analytics and reporting on candidate level sentiments, interest and conversation summaries provides powerful insights to recruiters. It has helped us in making better decision on hiring a candidate.
In addition to Initial prescreening Rootles' support on adding other uses cases across candidate verification, profile update has been a big plus. We are able to leverage Voice as a channel to scale our candidate engagement and derieving 3 times better results than text based channels.
We have multiple technology for candidate sourcing, ATS and candidate out reach. Rootles' seamlessly intergration with our existing tools is like sugar in the milk.
Questions You Might Have for Voice AI in Banking
In FY2023–24, 95 Indian banks collectively received over 10 million customer complaints. The RBI is actively encouraging banks to use AI to sort, tag, and resolve complaints faster — part of a broader push toward customer service automation across the sector.
The problem with the status quo: complaints arrive 24/7 but are only logged during business hours; agents manually categorize each complaint, introducing inconsistency; and repeat callers — who never got a resolution — flood the queue unnecessarily. Rootle voice AI solves all three: it logs complaints at any hour, categorizes them automatically against your taxonomy, and reduces repeat calls by resolving issues at first contact.
Yes. These are fully automatable Tier-1 queries: structured intent, data available in your core banking system, zero human judgement required. Rootle voice AI authenticates the caller (registered mobile + last transaction amount, or OTP), pulls the data from your system via API in real time, and answers the query in under 90 seconds. The caller hangs up resolved; no agent is involved.
Containment rates for single-intent queries like balance and EMI status are typically 80–85%. Your 800 daily calls drops substantially; agents handle only the calls that genuinely require them. One Rootle client reported query resolution in under 3 seconds once connected to their CRM.
The borrower dials the bank’s customer care number and Rootle answers in under two rings — no queue, no hold music. The caller’s mobile number is matched against the CRM instantly, and Rootle greets them by name in their detected language.
The borrower inquires about EMI deduction. Rootle pulls the last five transactions from the core banking API in real time. The voice AI agent then identifies the EMI debit entries, and reads them back to the caller with dates, amounts, and reference numbers.
From here, the call resolves itself. If the borrower has no further queries, Rootle confirms this clearly and the query is closed — disposition logged, no agent involved.
If the borrower has any issues, Rootle acknowledges it, raises a ticket in the helpdesk CRM with the transaction data and full call transcript attached. The AI customer support agent then gives the caller a reference number on the spot, and offers a callback from the resolution team within 24 hours.
The entire interaction happens without the customer pressing a single IVR key, without waiting in a queue, and without an agent; including at 2 AM when your contact centre is closed.
A chatbot or IVR follows a fixed decision tree — press 1 for balance, press 2 for card block. The moment a caller says something outside that tree, it breaks down. Rootle is built as a genuine virtual assistant for banking: it understands free-form speech, pulls live data from your core banking system mid-call, and handles branching conversations the way a trained agent would — “what’s my balance” and “why was I charged twice last Tuesday” both get answered in the same call, without a menu in between. That’s the difference between an automated menu and real conversational AI for banking.
No. The goal of banking process automation with Rootle isn’t headcount reduction, it’s capacity. Your team stays focused on judgment calls, escalations, and relationship-driven conversations — the things that genuinely need a person. Rootle absorbs the repetitive, high-volume Tier-1 load (balance checks, EMI dates, card status) that currently eats agent hours without needing their judgment at all. Banks that deploy it typically see agents handling fewer, higher-value calls, not fewer jobs.