SERVICESWORKBLOGCONNECT
HOME / WORK / CASE 016
AI Solutions FinTech

Custom AI Voice Agent for Colorado Financial Institution

A RAG-enhanced AI voice assistant for a financial institution — 60% faster call handling at 95% response accuracy.

CLIENT
Financial services firm
TIME
3 months
YEAR
2025
PROBLEM

A financial institution's legacy IVR and outsourced support caused long queues, fragmented data made accurate answers hard to retrieve, and compliance demanded secure, precise PII handling.

APPROACH

Eboxlab delivered a custom-trained, RAG-enhanced voice agent with edge inference for near-instant replies, institution-specific retrieval, and role-based access tiers gated by voice authentication.

★ RESULTS ★
60%
Less call-handling time
95%
Response accuracy
24/7
Availability
RAG RetrievalEdge InferenceLocal LLMVoice Authentication

▸ START YOUR BUILD

Have a project like this in mind? Let's map it out together.

▸ START NOW
MORE CASES ▾
Data Mgmt · 2023
Cloud Migration for Healthcare Provider
AI Solutions · 2025
COAPP - Court-Compliant Appellate Briefs in Minutes