Financial Services
In finance, accuracy and speed matter. Cloneify’s AI voice agent acts like a trained front-line rep—handling incoming queries, routing urgent calls to the right advisor, and following up on client requests without missing a beat.
Whether you're a local tax firm, investment office, or lending agency, your AI ensures clients get quick, professional service—without tying up your team or letting calls fall through the cracks.
Qualify leads, collect details, and send them to the right advisor instantly.
Handle missed payments or invoice reminders automatically—with a polite, consistent tone.
Book meetings and consultations directly into your team’s calendar.
When your staff needs to reach banks, lenders, or insurers—AI cuts through the phone trees.
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Warm transfer with handoff message
Native integration with Cal.com
Seamlessly send hundreds of calls
Prevent marked being as spam
Custom Analysis
Auto-sync websites and documents
Ability to press digits to navigate IVR
Display brand name
