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Case Study · 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
Timeline
3 months
Year
2025
The Challenge

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.

Our 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
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