The ACPR and GDPR compliant AI agent for banks, insurance companies, and brokers.VOCALIS AI qualifies your KYC clients, schedules advisor appointments, handles claims 24/7, and connects natively to Salesforce Financial Services Cloud. Automatic human escalation on sensitive actions, full traceability, AES-256 encryption, and respect for banking secrecy (FINMA, L511-33 CMF).
Tier-1 analysts confirm that the vocal AI agent becomes strategic for every bank, insurance company, and broker by 2026-2030.
VOCALIS AI - Our vision for banking and insurance
Our mission for the financial sector: industrialize the banking, insurance, and broker customer relationship thanks to avocal AI agent compliant with ACPR, GDPR, and banking secrecy, without ever sacrificing trust, traceability, or the human element.
VOCALIS AIdesigns ofAI voice agents specialized in finance, capable of managingKYC qualification, advisor appointment scheduling, complaint handling, contribution follow-up, claim tracking, and multilingual support. Ourbanking and insurance voice assistantreplicates the reflexes of the best advisors, with automatic human escalation on sensitive actions (subscription, operations > 10,000 EUR), available24/7.
VOCALIS AI - more than an AI: a virtual banking collaborator
Banks, insurers, brokers, and mutuals are currently under constant pressure:
Voice AI in banking and insurance is no longer an option: according to McKinsey, conversational AI will generate more than250 billion dollars of additional value in global banking by 2030. Deloitte confirms that80% of European banks will have deployed conversational AI before 2028. Institutions equipping themselves today gain a decisive advantage over their competitors.
VOCALIS AI is a compliant virtual collaborator specialized in finance. Unlike generic chatbots, our AI agent understands regulatory specifics (ACPR, EBA/GL/2021/05, AI Act), industry jargon (P&C, provident insurance, life insurance, APR, effective rate, Solvency II) and respects banking secrecy by design.
Why adopt VOCALIS AI for your bank, insurance, or brokerage firm:
VOCALIS AI is not a generic banking chatbot: it is a sovereign, traceable, and compliant AI agent, designed with and for compliance, risk, and customer experience departments. EU hosting (Switzerland and France), AES-256 encryption, 10-year WORM logging, DPA systematically signed.
VOCALIS AI - A different AI conversational chatbot
The challenge for banks, insurers, and brokers: reconcileoperational profitability, regulatory complianceandpremium customer experience. Most generic banking chatbots have chosen a fixed script: rigid decision tree, no emotional intelligence, fragile CRM integration, non-compliance with ACPR/GDPR.
Result?Frustrated customers, subscription abandonment, degraded brand image, and above allregulatory riskin case of untracked exchange. Standard market offers all have the same structural limitations:
At VOCALIS AI, we have developedthe first vocal AI agent designed for banking, insurance, and brokerage. Ourgenerative vocal AI agentcombines the best of generative AI (advanced GPT, contextual understanding of financial jargon) and artificial emotional intelligence (tone analysis, frustration detection in case of complaint, empathy in case of claim declaration).
VOCALIS AI is acompliant virtual collaboratorcapable of handling your inbound and outbound calls with the rigor of an authorized advisor and the traceability of an ACPR-ready system. Result:
Each VOCALIS AI banking and insurance agent is calibrated to the reality of your institution: products (savings, credit, life insurance, P&C, provident), CRM, internal procedures, compliance escalation tree.We do not replace your advisors: we multiply themby freeing up 60% of their operational time so they can focus on high-value advice (wealth, professional, mortgage).
VOCALIS AI - The Features you need
The result of several years of R&D and in close collaboration with compliance, risk, and customer experience departments of European banks and insurers,VOCALIS AIis the complete solution forKYC qualification, advisor appointments, 24/7 claims, multilingual chatbot, Salesforce Financial Services Cloud integration, and ACPR escalation. According to Gartner,55% of banking customer interactions will go through a voice AI by 2027- get ahead.
OUTGOING AI CALLS
You need an AI agent capable of calling prospects in cold calls, or following up with clients(renewals, unpaid invoices, upsell)? Starting tomorrow, your VOCALIS AI conversational chatbot efficiently managesprospecting, lead qualification, quote follow-up, or customer follow-up, with reporting.
Thanks to a natural tone and a dynamic multilingual conversational logic, your chatbot can:
AI INCOMING CALLS
Need anAI automated switchboardto handle your incoming calls continuously, even during critical hours (auto insurance customer service, hospital clinic reception, administrative service, 24h troubleshooting)? Ouremotional intelligence AI voice assistanthandles each call like an experienced senior advisor: itwelcomes, qualifies, directs, and informsyour contacts at any time, 7 days a week.
Undetectable as an AI,your virtual VOCALIS AI switchboard:
HYBRID AI ASSISTANT
Need angenerative AI assistant synchronized with your business toolswhile respecting your data (GDPR, European sovereignty)? We connect yourVOCALIS AI voice agentto yourCRM (HubSpot, Salesforce, Pipedrive), calendar, document database, and internal toolsso that it learns your procedures, identifies key contacts, and automates high-value repetitive tasks (reports, CRM updates, email sending, calendar management, reporting…).
Thanks to our API-first architecture, yourvirtual AI employeeintegrates with all your information systems:
THE FIRST BUSINESS AI CONNECTED TO WHATSAPP
Consumption habits are evolving:78% of customers prefer WhatsApp to contact a company. OurWhatsApp AI chatbot with emotional intelligenceresponds instantly to your prospects and customers,in writing or by voice call, in over 40 languages. Don’t let any lead slip away thanks to ourWhatsApp Business conversational agentconnected to your CRM and available 24/7.
VOCALIS AI — VERIFIED CUSTOMER TESTIMONIALS
Retail banks, P&C and life insurers, credit and insurance brokers, health mutuals: discover theconcrete feedbackfrom management teams who have automated theirKYC qualification, 24/7 customer service, and advisor appointment schedulingwith VOCALIS AI.According to PwC, the InsurTech AI market will reach 180 billion euros by 2029.
Since the deployment of VOCALIS AI on our brokerage switchboard, every client is handled instantly, including on weekends and evenings. The agent completes the KYC, checks sanctions, and schedules the advisor appointment in 2 minutes. Our 14 managers now focus on high-value wealth management files.NPS +32 points, 487 leads requalified in 10 days, ROI from the 1st month.ACPR and GDPR compliance flawless - internal audit approved.5 stars without hesitation.
Reduction in processing cost per call (-60%), ROI from the 1st month, savings of 3 to 5 FTE level 1 per center of 50 advisors.
Complete traceability ACPR-ready, native integration with Salesforce FSC, Temenos, Sopra, Microsoft Dynamics 365 Finance, 10-year WORM logging.
Your banking advisors and insurance managers focus on wealth management advice, mortgage loans, bodily injury claims – high-value cases.
Positioning as a modern institution, compliant with the AI Act and anticipating digital transformation according to Deloitte (80% of EU banks equipped before 2028).
More than words (laugh), VOCALIS AI truly impacts your numbers from the first weeks of use and creates scale effects.
These performances rely on precise calibration: advanced generative GPT AI, financial jargon (P&C, provident insurance, APR), deep banking CRM integration (Salesforce FSC, Temenos, Sopra, nCino) and ACPR/FINMA/EBA/AI Act compliance pipeline.
Gains achieved thanks to VOCALIS AI
Our clients shared some figures following the adoption of the VOCALIS AI conversational chatbot. Here is a summary of their return on investment after several months of use:
| Sector | Main gain | Average ROI | Average Time to Result |
|---|---|---|---|
| Debt collection | -60% Cost/Call | 7X ROI | 1 Month |
| Energy brokers | +50% Appointments | 4-9X ROI | 2 Months |
| Courtier assurance | +30% de renouvellement | 5X ROI | 3 Mois |
| Immobilier | +40% de visites | 3X ROI | 2 Months |
| Formation | +50% de conversion | 4X ROI | 1 Month |
| Chasseur de têtes | +300% de candidats | 6X ROI | 1 Month |
| SAAS B2B | +25% de conversion | 8X ROI | 2 Months |
| Conseil en Gestion | +40% RDV DG/DAF | 5X ROI | 3 Mois |
Book a dedicated demo for banking, insurance, and brokerage. In 20 minutes, our compliance experts will show you a KYC + advisor meeting + ACPR escalation scenario, with Salesforce Financial Services Cloud integration.
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