Verify before
you talk.
KYC-aware, tokenised, and compliance-ready voice agents for the conversations your business runs every day. Onboarding, account servicing, fraud confirmation, and collections — without the contact-centre overhead.
Six workflows.
One service.
From day-zero onboarding to day-90 collections, our team designs, builds, and manages the AI voice agents behind the conversations every financial product needs — without bolting on a vendor per step.
Account onboarding & KYC
Capture demographics, run KBA, score voice biometrics, escalate edge cases to a human banker.
Card & account servicing
Balance, transactions, dispute opens, card replacement, address change — all handled with bank-grade auth in front.
Fraud verification & alerts
Outbound transaction confirmation calls. Caller-side voice biometric, real-time card-freeze on suspicious replies.
Loan servicing & collections
Payment reminders, hardship intake, settlement offers — FCA CONC aligned, with attempt caps and quiet-hour enforcement.
Wealth & advisor support
Schedule reviews, capture life events, route to the right advisor, log meeting outcomes in the CRM.
Commercial & SMB lending
Pre-qualify applications, request missing docs, schedule underwriter calls — outbound, in the borrower's language.
Outbound to confirm.
Card frozen in-call.
When the fraud-detection system flags a transaction, Convexa dials the cardholder — verified by voice biometric — and acts on the response before hangup.
"Hi, this is Reza calling from your bank's fraud team. I'm calling about a charge of £824.10 at an electronics store at 2 in the morning. Was that you?"
"No — definitely not me."
"I'm sorry that happened. I've frozen the card and I'm opening a dispute for £824.10 — refund hits within two business days. New card ships overnight. Anything else flagged?"
"That's it. Wow — thank you."
Every reg you care about,
enforced on every call.
Not a binder of policies for an agent to memorise. We encode your controls into the agent so non-compliant actions are blocked before they happen.
Wired into the core.
Convexa reads from and writes to the core banking, loan-origination, and fraud platforms you already run.
“Fraud confirmation calls that used to take several minutes and a queued human can now be handled in under a minute — and customers actually thank us.”
Where to go from here.
Debt Collection
FCA CONC-aligned recovery — one of the most common financial-services use cases we deliver.
Security & compliance
Built on SOC 2- and PCI DSS-compliant infrastructure, with UK GDPR handled by us. The full artifact set.
Post-Call Analytics
Warehouse-native call data for your compliance and risk team.