Voice AI testing · Financial services

Every account action.Backed by evidence.

Define checks for identity, account changes and important disclosures. Evaluate what the agent says alongside the authorized action and the recorded outcome.

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Your scenarios. Your success criteria. Evidence to review.

Authorization missingDisclosure omittedUpdate rejected

Illustrative checks

01 / The conversation

What did the agent promise?

02 / The action

What did the system accept?

03 / The outcome

What was actually saved?

Clear checks for consequential conversations.

Illustrative scenarios · fictional conversations and expected checks

Simulated caller

Can you change the phone number on my account?

Agent

We’ll complete the required identity check before making that change.

Verification requested

Account servicing

Test verification before account actions. Check that any saved change applies to the authorized customer and matches the requested details.

Required disclosure missing

Flagged

Evidence to review

The example application flow advanced before the approved disclosure was given. The scenario flags the missing step for review.

Lending conversations

Build scenario rules from your approved scripts. Review omitted disclosures and unsupported statements against the specific procedure under test.

Simulated caller

There is a card transaction I don’t recognize.

Agent

Your dispute request is recorded as DP-108. It still needs review; no decision has been made yet.

Submission status is clear

Cards and disputes

Distinguish a recorded dispute from a resolved dispute. Check references and handoff evidence before accepting the agent’s claim of completion.

Your procedures. A consistent way to test them.

Use the rules you approve.

Define the required checks and disclosures with your policy owner, including what the agent must do when it cannot proceed.

Exercise failure paths.

Include rejected updates, unavailable systems and incomplete evidence, alongside successful task completion.

Make decisions traceable.

Keep the scenario, conversation and system response together for human review and comparison after changes.

Illustrative evaluation designs, not regulatory determinations or live banking results. Financial-system integrations and policy checks require a scoped pilot. VoiceCanary does not certify compliance or guarantee coverage of every regulation.

Built around your workflow

See the conversation. Check the outcome.

Bring your team’s hardest scenario. Let’s define what a successful result would need to prove.

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