Brilo 2.0
Turn your Calls into Revenue
Turn Every Client Call Into Trust—with AI Financial Assistant Voice Agents
Deliver fast, secure, and consistent communication using Brilo’s AI call agents for financial services—built for banks, fintech, and advisors who never want to miss a lead.
Why Financial Institutions Choose Brilo AI’s Virtual Financial Assistant Call Agents
Why Financial Institutions Choose Brilo AI’s Virtual Financial Assistant Call Agents
Why Financial Institutions Choose Brilo AI’s Virtual Financial Assistant Call Agents
Why Financial Institutions Choose Brilo AI’s Virtual Financial Assistant Call Agents
From loan servicing and account inquiries to appointment booking and follow-ups, Brilo’s AI financial assistant voice agents helps banks, credit unions, and fintechs automate high-volume client communication—without sacrificing compliance or personalization.
Long call wait times frustrate clients.
Long call wait times frustrate clients.
Brilo AI answers instantly—handling routine questions like balances, rates, and hours with zero hold time.
Major Problems & Solutions
Advisors spend time on repetitive follow-ups.
Advisors spend time on repetitive follow-ups.
Brilo AI automates client callbacks and document reminders using secure voice or SMS.
Missed leads from after-hours inquiries.
Missed leads from after-hours inquiries.
Brilo’s AI voice agents for financial services work 24/7, qualifying leads and booking consults.
High compliance demands in financial calls.
High compliance demands in financial calls.
Brilo AI provides full-call transcripts and built-in audit tools to meet industry standards.
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Top Features That Make Brilo’s AI Voice Agents Ideal for Financial Services
Top Features That Make Brilo’s AI Voice Agents Ideal for Financial Services
Top Features That Make Brilo’s AI Voice Agents Ideal for Financial Services
Top Features That Make Brilo’s AI Voice Agents Ideal for Financial Services
From secure client verification to real-time intent detection, Brilo bring speed, compliance, and professionalism to every financial conversation — without missing a detail.
From secure client verification to real-time intent detection, Brilo bring speed, compliance, and professionalism to every financial conversation — without missing a detail.
Loan Pre-qualification & Assistance
Automate loan eligibility checks, collect documents, and assist customers with onboarding—no wait times or manual work.
Loan Pre-qualification & Assistance
Automate loan eligibility checks, collect documents, and assist customers with onboarding—no wait times or manual work.
Loan Pre-qualification & Assistance
Automate loan eligibility checks, collect documents, and assist customers with onboarding—no wait times or manual work.
Loan Pre-qualification & Assistance
Automate loan eligibility checks, collect documents, and assist customers with onboarding—no wait times or manual work.
Payment Reminders & Collections
Remind users of due payments, trigger collections workflows, and transfer to agents when needed—boost recovery rates.
Payment Reminders & Collections
Remind users of due payments, trigger collections workflows, and transfer to agents when needed—boost recovery rates.
Payment Reminders & Collections
Remind users of due payments, trigger collections workflows, and transfer to agents when needed—boost recovery rates.
Payment Reminders & Collections
Remind users of due payments, trigger collections workflows, and transfer to agents when needed—boost recovery rates.
New Account Setup Help
Guide users through identity verification, doc uploads, & account activation speeding up onboarding with no human delays.
New Account Setup Help
Guide users through identity verification, doc uploads, & account activation speeding up onboarding with no human delays.
New Account Setup Help
Guide users through identity verification, doc uploads, & account activation speeding up onboarding with no human delays.
New Account Setup Help
Guide users through identity verification, doc uploads, & account activation speeding up onboarding with no human delays.
Before Brilo, we were overwhelmed by after-hours inquiries and missed follow-ups with clients. Now, our AI assistant call agents handles over 80% of routine calls, freeing our team to focus on complex cases—and we’ve seen a 22% boost in client retention.
Ankit Mehra
-
CX Lead, Bluecart Logistics
Before Brilo, we were overwhelmed by after-hours inquiries and missed follow-ups with clients. Now, our AI assistant call agents handles over 80% of routine calls, freeing our team to focus on complex cases—and we’ve seen a 22% boost in client retention.
Ankit Mehra
-
CX Lead, Bluecart Logistics
Before Brilo, we were overwhelmed by after-hours inquiries and missed follow-ups with clients. Now, our AI assistant call agents handles over 80% of routine calls, freeing our team to focus on complex cases—and we’ve seen a 22% boost in client retention.
Ankit Mehra
-
CX Lead, Bluecart Logistics
Before Brilo, we were overwhelmed by after-hours inquiries and missed follow-ups with clients. Now, our AI assistant call agents handles over 80% of routine calls, freeing our team to focus on complex cases—and we’ve seen a 22% boost in client retention.
Ankit Mehra
-
CX Lead, Bluecart Logistics
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How Brilo AI Voice Agents Fits Seamlessly Into Your Financial Workflow
How Brilo AI Voice Agents Fits Seamlessly Into Your Financial Workflow
How Brilo AI Voice Agents Fits Seamlessly Into Your Financial Workflow
How Brilo AI Voice Agents Fits Seamlessly Into Your Financial Workflow
From loan teams to client support desks, Brilo’s AI call agents for financial services help streamline operations without compromising compliance or client trust.
From loan teams to client support desks, Brilo’s AI call agents for financial services help streamline operations without compromising compliance or client trust.
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Integrate with Your Financial Stack
1
Integrate with Your Financial Stack
1
Integrate with Your Financial Stack
1
Integrate with Your Financial Stack
2
Train Your AI on Financial Scenarios
2
Train Your AI on Financial Scenarios
2
Train Your AI on Financial Scenarios
2
Train Your AI on Financial Scenarios
3
Deploy on Client-Facing Lines
3
Deploy on Client-Facing Lines
3
Deploy on Client-Facing Lines
3
Deploy on Client-Facing Lines
4
Monitor Conversations & Optimize Performance
4
Monitor Conversations & Optimize Performance
4
Monitor Conversations & Optimize Performance
4
Monitor Conversations & Optimize Performance
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Powerful Integrations to Advance Customer Calling Service for Financial Sector with AI
Powerful Integrations to Advance Customer Calling Service for Financial Sector with AI
Powerful Integrations to Advance Customer Calling Service for Financial Sector with AI
Powerful Integrations to Advance Customer Calling Service for Financial Sector with AI
Sync CRMs, compliance tools, and client records with Brilo AI to streamline financial calls, ensure accuracy, and deliver faster, smarter service — every time.
Sync CRMs, compliance tools, and client records with Brilo AI to streamline financial calls, ensure accuracy, and deliver faster, smarter service — every time.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
Finance
Salesforce
Sync voice data, leads, and transcripts with Salesforce to streamline advisor workflows and improve customer experience.
Finance
HubSpot
Track leads, automate CRM updates, and log AI-driven call insights directly into your HubSpot sales pipeline.
Finance
Finastra
Connect with Finastra to pull real-time loan status, account info, and power secure customer conversations with AI.
Finance
FIS
Integrate with FIS to access core banking data, verify accounts, and enhance call resolution with accurate insights.
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Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
Call automation for healthcare, real estate, logistics, financial services & small businesses.
Call automation for healthcare, real estate, logistics, financial services & small businesses.
Call automation for healthcare, real estate, logistics, financial services & small businesses.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Never Miss a Customer Call Again. Let AI Close the Loop—24/7.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
Join 1,000+ businesses using Brilo to answer, qualify, and convert calls with AI—instantly.
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Accurately capture the essence of company conversations including relevant.
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Accurately capture the essence of company conversations including relevant.
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Join Discord
Accurately capture the essence of company conversations including relevant.
Book a Call
Accurately capture the essence of company conversations including relevant.
Get started
Industries
Get started
Community
Navigation
Join Discord
Accurately capture the essence of company conversations including relevant.
Book a Call
Accurately capture the essence of company conversations including relevant.
Get started
Industries
Get started
Community
Navigation
Join Discord
Accurately capture the essence of company conversations including relevant.
Book a Call
Accurately capture the essence of company conversations including relevant.
Get started
Industries
Get started
Community
Navigation