Powerful AI Phone Agent for Financial Services
5.0
ON G2
Convert more leads, qualify borrowers, and streamline customer calls with Retell AIβs AI-powered phone agents.
Trusted by over 4,000 businesses powering 100+ million calls per month.
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Loan Servicing
Loan Prequalification
Mortgage
Refinance
HOW IT WORKS
Enhance patient serviceβ¨and offload tasks with AI phone agents.
REVIEWS
See what customers say about us
in G2
Jonathan Adly
Senior Engineer, GiftHealth
βOur numbers show that 45-50% of calls are completely resolved by Retell AI without ever touching a human. β
Seamless Appointment Booking
Effortlessly schedule and manage patient appointments with automated call handling.
Smart Notifications & Check-ins
Keep patients informed with reminders and updates, while leveraging HIPAA compliant AI note taking to automatically log call details and update records securely.
Prescreening & Surveys
Ensure smooth handovers by transferring calls to human agents with full conversation history.
Neil
CIO
βRetell AI helped us achieve both speed and empathy in our customer calls. It feels like talking to a real person β but faster, more consistent, and always available.β
80.4%
Case Resolution Rate
63
Customer NPS
95%+
Speech recognition accuracy
Josh Andrews
COO
The growth of our AI product has been probably our fastest-growing product of all time. In the past year, the AI product has over 10x growth. And it was already looking pretty good a year ago.
10x+
YoY growth in Spare's AI product line
~30%
of calls automated in the first week of deployment
100%
call resolution at top-performing customers
INTEGRATIONS
Seamless AI Automation for
Loan Management & Financial CRMs
Retell AI seamlessly integrates with industry-leading loan origination systems (LOS) and CRMs.
Airtable
AmazonConnect
Clickup
Five9
Hubspot
Keap
Livevox
Monday.com
Nice
Pipedrive
Ring Central
Salesforce
Smartsheets
Talkdesk
Telnyx
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Twilio
Vonage
Go High Level
Zoho CRM
Pricing
Cut Costs by 90% with AI phone Agents
Pay as you go
$0 to start.
$0.07β$0.31 per minute β Pay only for what you use.
60 mins of free access.
20 concurrent calls.
10 Free Knowledge Bases.
Enterprise Plan
For companies with large volumes, data or deployment requirements, or support needs.
White glove service for your use case.
Premium support with dedicated solution engineer teams.
Custom pricing and concurrent calls based on your needs
FAQ
Frequently asked questions.
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