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Banking and finance
An appointment with your firm can be booked at any hour. The advice stays with your advisors.
Cantya takes inbound calls, books appointments in your calendar, and gives general information and the list of documents to prepare. It gives no advice and discusses no account.
- Hosted in the EU
- GDPR compliant
- 6 languages
- 24/7
Mr LefèvreProspect · advisor appointmentLive00:37
Hello, I’d like to go over a loan consolidation project with an advisor.
I can offer you a first appointment on Thursday at 2 pm or Friday at 10 am.
Thursday at 2. What should I bring?
Booked for Thursday at 2 pm. Please bring your latest payslips and your current loan offers.
Call reportAppointment booked
- Thursday 2 pm in Outlook
- Documents to provide repeated
- Summary emailed to the advisor
Sent to
Rooted in Nouvelle-Aquitaine
They trust Cantya
The question you are asking
What does an AI answering service do in a financial firm or institution?
Banking and finance bring together trades where the phone is first used to get an appointment or practical information: opening hours, documents for a file, how a first meeting goes. Cantya takes these calls for a wealth management firm, a loan broker or a financial institution, without ever giving advice or discussing an account.
In a wealth management firm or at a broker, advisors spend their days in meetings. The phone rings during those meetings, and a prospect who reaches voicemail often calls the next firm. In a finance company, the reception line mostly gets practical questions with nothing confidential about them.
Cantya handles those requests. It books a first appointment, says which documents to gather, and gives the opening hours and arrangements you wrote. As soon as a question touches a personal situation, an investment or an account, it does not answer on the substance: it notes the request and passes it on, or transfers the call if the person asks to talk to someone. The duty to advise stays with your advisors.
In practice
How it gets set up
- 01
You draw the line on what is said by phone
General information, documents to provide, how a meeting runs: you write what Cantya may say. Anything that is advice or concerns a client file stays outside its scope.
- 02
You define your types of first meeting
Wealth review, financing study, follow-up meeting: each type has its length and description. Cantya offers the free slots in your calendar and books the appointment.
- 03
The caller knows what to prepare before coming
Payslips, tax notices, statements, current loan offers: Cantya gives the list set for the chosen appointment type. The meeting starts with a complete file.
- 04
A personal question goes back to the firm
Status of a contract, a transaction on an account, an opinion on an investment: it does not answer, notes the subject and contact details, and passes them to the team. The summary and a listening link reach your tools.
Connectors
What lands in your tools, call after call.
For this scenario, here is where Cantya files what it did. The other connectors plug in the same way, in two clicks from your workspace.
- OutlookThe appointment is added to the Outlook calendar.01
- AirtableA record is added to the Airtable base.02
- TeamsThe summary is posted in the Teams channel.03
All connectors
Before and after
What changes for a financial firm or institution
| Reception handled between two meetings | Cantya | |
|---|---|---|
| A prospect calling during a meeting | They reach voicemail and call elsewhere | They leave with an appointment in your calendar |
| The list of documents to provide | Sent later by email, when someone remembers | Given during the call, by appointment type |
| A client asking for their contract balance | An answer given without knowing who is calling | No account information, the request is passed on |
| A question about an investment | An opinion slipped in over the phone, outside any framework | No opinion, the question waits for an advisor |
| An appointment to move | Several messages to find another date | Moved during the call to a free slot |
| The record of the conversation | What the advisor remembered of the call | The summary of every call, the transcript kept in your Cantya space |
They use it every day
What our customers say about it.
« J’ai mis Cantya en place pour gérer le SAV de ma boutique et franchement, ça m’enlève une bonne charge. Je m’y retrouve beaucoup mieux dans les demandes clients et je passe moins de temps dessus. » « On utilise Cantya pour prendre le relais sur nos appels quand on est déjà en intervention ou qu’on ne peut pas décrocher. C’est vraiment pratique, on évite de perdre des appels et nos clients ont toujours une réponse. Ça nous soulage beaucoup au quotidien. » « Nous utilisons ce service pour la relance de nos impayés et nous en somme très satisfaits. Un vrai gain de temps au quotidien, avec des retours positifs et une gestion beaucoup plus efficace. » « Je suis ravie de l’usage Canthya qui me permet de proposer un service conseil adapté à nos client architectes. Je conseille l’outil !! » « Très bonne expérience avec Cantya ! Service pratique, efficace et simple à utiliser. L’équipe est professionnelle, réactive et à l’écoute. Je recommande sans hésiter ! » GDPR compliant. On every exchange.
Read the privacy policy- Hosted in the European UnionData encrypted in transit and at rest.
- The AI identifies itselfIn the first sentence, on inbound and outbound calls alike, as the EU AI Act requires.
- Immediate opt-out“Don’t call me again” goes straight onto a list shared by all your campaigns.
- Every exchange loggedTranscript, outcome and follow-up: who, when, what.
Legal calling hours : Outbound calls Monday to Friday, 10 am to 1 pm and 2 pm to 8 pm. · Supervised subprocessors : Processing outside the EU is covered by the European Commission’s standard contractual clauses.
Pricing
Your AI agent from 24 € a month
Live chat is free for life: your team answers. With the AI chatbot, Cantya answers for you 24/7, and you add the AI voice agent or AI WhatsApp whenever you like. No commitment.
Essentiel
To get started gently.
2 months free
24 €excl. VAT / mo
288 € excl. VAT billed once a year
400 credits is about:
- ≈ 400 written conversations
- ≈ 100 text messages
Everything in Free, plus:
- AI chatbot
Optional
The AI answers for you, and you can take over whenever you like.
Pro
For a busy business.
2 months free
65 €excl. VAT / mo
780 € excl. VAT billed once a year
1,250 credits is about:
- ≈ 1,250 written conversations
- ≈ 313 text messages
Everything in Essentiel, plus:
- AI chatbot
Optional
The AI answers for you, and you can take over whenever you like.
Premium
For a high volume of conversations.
2 months free
149 €excl. VAT / mo
1 788 € excl. VAT billed once a year
3,200 credits is about:
- ≈ 3,200 written conversations
- ≈ 800 text messages
Everything in Pro, plus:
- AI chatbot
Optional
The AI answers for you, and you can take over whenever you like.
Credits are shared according to your use, between calls and written messages. Never cut off: the AI voice agent always picks up, and the AI chatbot switches back to Live chat once the credits are used up.
Frequently asked questions
Everything you need to know.
Another question?Our team will answer, with your use cases in front of them.Talk to the team
Can Cantya answer a question about a rate or an investment?
It gives the general information you wrote, such as the types of financing you look into or how a wealth review unfolds. For anything resembling personal advice, it notes the question and offers an appointment.
Can a client get information about their account?
No. Cantya does not verify callers’ identity and has access to no account. It notes the request, the name and the call-back number, then passes it to your team, who reply according to your procedures.
Might the caller think they are talking to an advisor?
No. Cantya introduces itself as an AI from the first sentence, as the European AI Act requires. If the caller asks to talk to someone, it transfers the call to the number you designated.
What happens to the conversations once the call is over?
The summary and a listening link go to the tools you connected, your team messaging, your email or a tracking sheet; the full transcript stays in your Cantya space. Data is hosted in the European Union, encrypted in transit and at rest, and subprocessors outside the Union are covered by the European Commission’s standard contractual clauses.
See also
Other solutions
Your industry
The next call gets answered.
Show us your calls and we will show you what Cantya would do with them, or try it yourself in a minute.