Summary
For voice agents in finance to become successful, they will need to navigate industry-specific nuances, such as:
- Compliance and regulatory requirements: Like their human counterparts, voice agents in finance need to adhere to strict regulatory requirements, including limitations on investment advice. Due to the potential for financial crime and fraud, agents will also need to build in additional or multi-step customer verification flows, especially as voice cloning becomes easier.
- Custom integrations and deployments: Teams building agents in finance will likely need to navigate on-prem deployments and access data from a range of legacy systems of record that require custom integrations.
- Domain-specific knowledge: Agents will need to be trained on a corpus of industry-specific terms and jargon, and have breadth across a large range of financial products (e.g., checking, savings, investments, credit, and mortgages).
