Wealth, Brokerage, Payments & Fintech
Voice, SMS, chat and email agents that qualify, activate, service and collect, across advisory, brokerage, payments and fintech journeys, in English, Spanish and your customers’ own language, with no added headcount.
THE FINANCIAL-SERVICES JOURNEY, AUTOMATED
Acquire
Answer leads in seconds, revive dormant lead lists, book advisor calls
Convert
Complete KYC, activate accounts, close subscriptions and recurring plans
Retain & Expand
Service, cross-sell, reactivate dormant accounts, protect from fraud
Collect
Recover failed payments, chase margin calls, renew subscriptions
21x
more likely to qualify a lead when you respond within 5 minutes
98%
SMS open rates, versus about 20% on email
30,000
dormant leads re-worked in under 3 weeks
63%
lower cost-to-collect with voice AI on early recoveries
ACROSS THE FINANCIAL-SERVICES JOURNEY
Every advisory and payments conversation, handled.
From the first inquiry to the last recovered payment, deploy AI employees wherever conversations drive AUM, activation and revenue, on voice, SMS, chat and email.
OMNICHANNEL, WITH SHARED MEMORY
One AI employee across every channel.
Voice, SMS, chat and email, backed by a single memory of each customer, so context carries across every conversation and no one has to repeat themselves.
Voice
Inbound and outbound calls that sound human, in English, Spanish and 20+ languages, on your existing cloud telephony.
SMS / text
Reminders, document requests, payment links and two-way support by text, the channel customers actually read.
Live chat
On-site and in-app chat that resolves, deflects and captures leads around the clock.
Formal confirmations, statements and follow-ups, tied into the same customer memory.
TCPA & FINRA compliant
Reg BI & SEC aware
KYC / CIP & KYB
Consent + full audit trail
India-ready (SEBI/RBI)
Questions fintech and advisory teams ask
Does it speak Spanish and other languages?
Yes. Agents handle English, Spanish and 20+ languages, and switch mid-conversation, which lifts answer and conversion rates. Hindi and other languages are supported for global teams too.
How fast can we go live?
Days, not months. 8loop sits on top of your existing dialer, CRM, brokerage and payment systems, with no rip-and-replace.
Is it compliant?
Flows respect TCPA and FINRA in the US, with consent, calling-hour windows, DNC scrubbing, recordings, audit trails and no performance guarantees, and they extend to India’s SEBI and RBI rules when you operate there.
Will it replace my team?
No. It handles the high-volume, repetitive conversations and hands complex or sensitive cases to your people with full context.
What does it integrate with?
Your dialer, CRM, brokerage or OMS, custodian, billing and payment platforms, and collections stack. If your team uses it, the AI employee can too.
SEE IT ON YOUR OWN QUEUE
Put an AI employee on your busiest financial-services queue.
Bring one high-volume workflow, dormant-lead revival, KYC, renewals or recovery. We will show you an AI employee handling it live, in your languages, on your stack.
