Automated AI sales agents for Fintech and Banks
Solda.AI helps banks, fintechs, and credit unions scale customer engagement with brand-custom, multilingual AI sales agents. It automates inbound and outbound calls, messages, and emails across a wide range of scenarios — from lead qualification and upsell to KYC and support. Solda.AI can cut contact center costs by half and boost conversion rates by over 50%, eliminating many of the pain points faced by human sales teams.
Seamlessly integrated into existing CRMs, the platform updates records in real time and triggers workflows across systems. Its human-like voice agents, with a 1% detection rate, sound almost indistinguishable from real people on calls.
Solda.AI now handles millions in monthly revenue for clients like TBI Bank, Vivid Money, and Plata. (You can explore public case studies on our LinkedIn.) The company was recognized as a FinovateSpring 2025 Best of Show winner.
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Human-Like Voice Quality
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Cross-Channel Communication
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Conversion Optimisation
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Script Optimization
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AI Persona Optimization
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Automated CRM Logging
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Competitor Mentions
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Sentiment Analysis
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Multilingual
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Lead Qualification — AI filters and qualifies inbound leads 24/7, saving sales teams hours.
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KYC — Automates data collection and verification to speed up customer onboarding.
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Upsell — Offers relevant upgrades to existing customers, boosting revenue per user.
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Cross-Sell — Recommends complementary products based on behavior, increasing LTV.
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Customer Activation — Engages new customers and guides them to first value faster.
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Churn Reactivation — Re-engages inactive customers with personalized, well-timed calls.
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Support — Resolves routine customer requests autonomously and initiates workflows across existing systems when needed.
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Event-Triggered Calls — Launches smart sales calls based on key customer actions.
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Meeting Scheduling — automatically books meetings and reschedules them when needed, without human involvement.
Shopify Apps
Wix Apps
Ecwid Apps
BigCommerce Apps
