Never Miss a Customer Call Again.
68% of customers switch banks after one bad experience. Daniel answers every call — fraud alerts, account questions, onboarding — 24/7.
14 day free-trial. No credit card required.
Hear Daniel Handle Real Customer Calls
Secure, compliant, and calm — even when customers aren't.
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Hold Times Are Costing You Customers
Every minute on hold erodes trust. Every missed call is a customer considering the competitor down the street.
Daniel answers every call instantly — fraud alerts, account questions, loan inquiries — so customers get help before frustration turns to churn. Fully compliant, fully auditable, and always available.
What Daniel Does
Account Inquiries and Balances
Provides real-time account information through secure authentication. Customers can check balances, recent transactions, and due dates 24/7.
Loan and Credit Applications
Captures applicant data, explains requirements, and schedules follow-ups with loan officers — speeding up approvals and improving applicant experience.
Fraud Alerts and Disputes
Verifies suspicious activity instantly, gathers dispute details, and routes the case to the correct fraud or compliance team for review.
Customer Onboarding
Guides new clients through identity verification, account setup, and document collection, ensuring a seamless first impression.
Payments and Transfers
Supports recurring payments, transfers, and bill pay authorization with built-in security checks and confirmation messages.
Daniel Knows When to Get Your Team
AI that knows its limits. When Daniel needs backup, handoffs are seamless — with full context, so your team never starts from zero.
"I have James Wilson on the line regarding a potential fraud alert. He noticed a $450 charge from a merchant he doesn't recognize. I've verified his identity via security questions and temporarily flagged the transaction. He's anxious but cooperative. Account ending in 4521. Transferring to fraud team now."
Your staff never starts from zero.
Daniel escalates when:
You Control the Rules
Define exactly what triggers a handoff. Update anytime, no code needed.
Smart Routing
Calls go to the right person — by department, skill, availability, or your custom rules.
Full Context Included
Transcript, customer info, sentiment, and summary. Your team picks up where AI left off.
See It In Action
Watch how Daniel assists with account inquiries, handles fraud alerts, and automates financial onboarding.
How Daniel Works
Recognizes the intent of each inquiry — account balance, fraud alert, or loan application — and triggers the right workflow automatically.
"I want to check my credit card balance."
Recognizes the intent of each inquiry — account balance, fraud alert, or loan application — and triggers the right workflow automatically.
"I want to check my credit card balance."
Results From Financial Institutions Like Yours
"Our hold times dropped from 12 minutes to under 30 seconds. Member satisfaction scores jumped 18 points in one quarter. We reallocated two FTEs to high-value advisory roles instead of routine calls."
— VP of Member Services
Regional Credit Union · Ohio
45,000 members
95%
Reduction in Hold Time
+18
NPS Increase
$156K
Annual Savings
After-hours fraud alert handling
Zero fraud losses from delayed response
Lead response speed
3x more applications started
Appointment scheduling automation
Advisor time on calls reduced 60%
Your Member Services: Before & After
WITHOUT Daniel
Queue already at 15 calls. Average wait time: 12 minutes.
Member hangs up after 8 minutes on hold. Lost opportunity.
Simple balance inquiry takes 4 minutes of agent time.
Lunch coverage gap. Hold times spike to 20+ minutes.
Fraud alert comes in. Member waited 15 minutes to report.
After-hours. Fraud alerts go to voicemail.
Total Missed: 20+ calls
Lost: $8,500 potential losses
Members frustrated, staff overwhelmed
WITH Daniel
Zero queue. Daniel answered 40 calls overnight. Issues flagged for review.
Daniel handles balance check in 30 seconds. Member satisfied.
Routine inquiries handled by Daniel. Staff focuses on complex cases.
Daniel covers lunch. No hold times, no missed calls.
Fraud alert: Daniel verified identity, flagged transaction, transferred to team in 60 seconds.
Daniel handles after-hours. Fraud alerts escalated immediately.
Total Missed: 0 calls
Captured: $8,500 protected
Members satisfied, staff focused on value
Why Financial Institutions Use Daniel
Missed Calls
Every inquiry and alert is answered instantly, even during high-volume periods.
Resolution Time
Routine questions are handled automatically with instant data retrieval.
Compliance Alignment
All interactions follow KYC, SOC 2, and data protection protocols.
Accuracy
Account data, transactions, and notes are logged and verified consistently.
How Daniel Compares
See why businesses choose AI over traditional answering services
| Feature | Answering Service | Other AI | Daniel |
|---|---|---|---|
| Takes messages | |||
| Verifies identity | |||
| Checks balances | |||
| Handles fraud alerts | |||
| GLBA compliant | SOC 2, PCI | ||
| Natural voice | |||
| Handles interruptions | |||
| 24/7 fraud coverage | |||
| Setup time | Days | Weeks | 5 min |
| Monthly cost | $1000-2000 | $500-2000 | Usage-based |
Connected to Everything That Matters
Daniel integrates with leading banking and financial platforms like FIS, Fiserv, Jack Henry, Salesforce Financial Services Cloud, and fraud detection systems. He syncs across your CRM, payment gateways, and compliance tools to ensure secure, seamless automation. Setup includes audit-ready testing and versioned workflows for peace of mind.
All integrations use bank-grade encryption and API security. Workflows are tested in sandbox environments and version-controlled for regulatory compliance.
Safety, Privacy, and Controls
Enterprise-grade security with granular controls to protect customer data and meet banking compliance requirements.
Privacy Settings
Secure Authentication
Multi-factor identity checks and encrypted access verification
Data Encryption
AES-256 encryption for all financial data in transit and at rest
Regulatory Compliance
SOC 2, GDPR, and PCI-DSS aligned for financial data handling
Retention Policies
Configurable data retention, masking, and audit logging
Rollback and Testing Controls
Simulated testing environments to validate flows before production
"But What About..."
Common questions answered before you ask
Zero Risk. Seriously.
14-Day Free Trial
Full access, no restrictions
No Credit Card to Start
Try before you pay
Cancel Anytime, One Click
No contracts, no penalties
If Daniel doesn't cut hold times and improve response rates within 14 days, just turn it off. No charge, no awkward sales call, no hard feelings.
We're confident because we've seen it work 1,000+ times.
Outcomes You Can Expect
of calls answered — no more hold music, no more abandoned calls
reduction in customer churn from poor phone experience
saved per customer by preventing defection to competitors
availability for fraud alerts, account questions, and emergencies
average response time — instant answers build instant trust
Pricing That Scales With Your Institution
Select the plan that fits your size and compliance needs.
SMB
Automate daily operations in under 2 minutes.
Perfect for small teams that want instant AI voice automation without setup hassles.
AI Voice Agents
Talk to customers automatically
Workflow Builder
Design call flows visually
App Integrations
Connect your favorite tools
Multi-Call Handling
Answer many calls at once
Smart Knowledge Base
Pulls answers from your info
Complete Voice Platform
Everything to launch in minutes
Agency
White-label and resell agentic AI at scale.
Ideal for marketing, CX, or automation agencies building AI-powered client offerings.
Includes all SMB features, plus:
White-Label Setup
Your brand, your platform
Client Management
Unlimited client accounts
Growth Tools
Built-in analytics & templates
Priority Support
Direct help from our team
High-Volume Calls
Scales for large campaigns
Enterprise
Tailored deployments with full compliance and support.
For large organizations requiring dedicated architecture, integrations, and enterprise-grade SLAs.
Includes all Agency features, plus:
Custom Integrations
Built for your tech stack
Enterprise Security
SOC2, HIPAA, GDPR ready
Dedicated Expert
Your own solution architect
Guaranteed Uptime
99.9% reliability SLA
Custom Dashboards
Tailored reports & insights
What Happens After You Click "Get Started"
Enter your website (60 seconds)
Daniel learns your services, products, hours, and FAQs.
Test a call (2 minutes)
Call your new AI line. Hear exactly how it sounds.
Connect your phone (5 minutes)
Forward calls or port your number. We guide you step by step.
Go live (optional: shadow mode first)
Start answering calls. Adjust settings anytime.
See results (within 24 hours)
Dashboard shows calls, inquiries handled, and hold time reduction.
Questions? Our team is here. Live chat, email, or phone.
Trusted By Financial Institutions Nationwide
4.9
G2 Rating
SOC 2
Type II
PCI-DSS
Compliant
Best AI for Financial Services
G2 Winter 2026
"Best AI voice solution for financial services — G2 Winter 2026 Report"
Ready to Stop Losing Customers to Hold Times?
Every missed call is a customer considering the competition. Daniel ensures that never happens.
14 day free-trial. No credit card required.