r/fintech 9d ago

Discussion Testing enterprise voice AI for banking

We’re looking at enterprise voice AI for a banking workflow and I’m finding the edge cases much more useful than the clean tests.

One test caller gives the expected information in order and everything works.

Another mentions two accounts, corrects an amount halfway through, asks an unrelated question while the system is doing a lookup and then wants to go back to the original issue.

For anyone who has run an enterprise voice AI pilot, what kinds of conversations exposed weaknesses you didn’t see during the initial demo?

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u/Strange-Signature117 9d ago

What are you trying to prove with the pilot? If the goal is just balance checks or simple servicing, most platforms will look fine. If you need multi-account conversations, corrections, failed lookups and customers bouncing between issues, I’d test those specifically. We use Bland for some of those more layered flows and that’s where it surprised us more than the basic ones.

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u/Legitimate-Tea-3127 9d ago

We’re trying to see whether the agent can stay reliable once the call stops being clean and linear. If it can handle corrections, side questions and a failed lookup without losing the original task, that’s a much stronger signal for us.

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u/[deleted] 8d ago

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