AI For Empowered Finances.
Handle client inquiries, book consultations, and eliminate follow-up delays — without growing your headcount.
Our AI agents are built for financial services, managing everything from account queries to loan appointments — 24/7, with zero downtime.
How The Financial Sector Use
Instant Answers, Zero Wait Time.
Automate your phone lines — fully or partially — so clients get instant answers to account queries, loan applications, and appointment scheduling without needing to speak to an advisor.
Always-On Financial Support.
From balance inquiries and payment reminders to fraud alerts and investment FAQs — our conversational AI delivers fast, compliant, and secure support every time.
With AI handling routine requests and admin tasks, your team can focus on high-value conversations, feel less overloaded, and build stronger, more personal connections with clients.
More Focused Teams. Happier Clients.
Streamlined Account Management
Let clients check balances, update details, and manage their financial products 24/7 with AI agents capable of handling hundreds of interactions simultaneously — no wait times, no missed calls. Accelerate the application journey with AI that prequalifies users, collects documentation, and keeps clients updated every step of the way.
Transform Client Experiences with Conversational AI
Intelligent Client Engagement
Handle routine questions about account balances, loan terms, investment options, and financial products through natural, conversational AI — no wait times, no call queues. Send personalized updates, payment reminders, and investment insights to help clients stay financially healthy and on track with their goals.
Free Up Your Team with a Digital Financial Assistant
Operational Intelligence
Leverage real-time data to optimize financial service delivery, transaction support, and client engagement strategies. Analyze client behavior, financial goals, and history to deliver personalized banking products, investment opportunities, or lending options.
Improve Client Satisfaction with Actionable Insights
What to expect from Vertek Global for Finance.
92%
Automated handling of routine inquiries
35%
Reduction in operational support costs
Availability improves client satisfaction
24/7
3x
Faster loan application processing
Key integrations















