Voice AI for banks, lenders, and wealth firms.
Compliance disclosures handled, mini-Miranda flagged, and consumer protection rules built into the call flow. Floo is finance-ready, not finance-adjacent.
TCPA + FDCPA
Compliance flag detection
Auto
Mini-Miranda + disclosure verification
100%
Calls archived for audit (not 5%)
How a finance call flows
Compliance, qualification, and routing — in one call.
Lead inbound
Form / list
Run framework
BANT / MEDDIC
Score + reason
Not a black box
Route
AE / SDR / nurture
What it does
Built for the call, not the demo.
Loan and account servicing
Status checks, balance inquiries, payment reminders, and routine servicing — handled by an AI that reads from your core banking system in real time.
- Core banking + LOS integration
- Authenticated voice flows (PIN/OTP)
- Live transfer for complex requests
Compliance built in
Mini-Miranda, FDCPA disclosures, TCPA consent — Floo prompts the agent (or itself) to read required disclosures, then logs verification for audit.
- Required-disclosure verification
- Quiet-hours and call-window rules per state
- DNC + suppression list scrubbing
Wealth and advisory outreach
Annual review reminders, market-update delivery, advisor-handoff routing. Powered by a voice that reads tone and trust signals as well as it reads data.
- Personalized market briefings
- Advisor calendar booking on-call
- Sentiment-flagged escalation
Use cases
Where teams put this to work.
Consumer lending
Borrower calls about a payment. Floo authenticates, surfaces account state, processes payment intent, and reads mini-Miranda when required.
Outcome
Tier-1 servicing fully automated. Compliance team gets a clean audit trail.
Wealth management
Quarterly review outreach to top-100 clients. Floo books the calls, captures topics of interest, and routes to the right advisor.
Outcome
Advisors walk into pre-qualified meetings instead of cold calls.
Bank fraud verification
Suspicious transaction flagged. Floo calls the customer to verify, with full identity-verification flow and live escalation.
Outcome
Verification turnaround drops from minutes to seconds.
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