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MSP Process

HaloPSA AI VoiceAssist with Authenticator verification and SMS

Your financial services clients.
Their everyday requests, handled.

A bank teller window with a locked ledger and a phone verifying identity

MSP Process brings AI automation to your MSP, answering requests and helping your team resolve them on every channel your financial services clients use.

Book a demoExplore AI Voice
U.S. wire-fraud losses in 2024, FBI IC3
$2.7B
Year-over-year rise in vishing attacks, CrowdStrike
442%
Identity checks before privileged actions
100%

START WITH YOUR WORK

Your team's everyday work.
More room to handle it.

Bring us the requests your team handles for banks, registered investment advisers and fintech clients in 2026. We'll help you work through where automation fits.

  • "This is the CFO, push the wire."

    Bring us your transfer approval process and the exceptions your team has handled over the past 24 months.

    • Requests for outbound transfer approval
    • Your team's existing approval process
    • Exceptions for your team to review
    Wire-Fraud Vishing

  • Password resets for your clients

    When a portfolio manager calls about a locked order management system account, your team needs the request and account details together.

    • Password reset requests from clients
    • Account details for your team
    • Records of the technician's action
    Helpdesk Reset Abuse

  • Help with unexpected authentication prompts

    A client facing repeated multifactor authentication prompts at 11pm needs a clear way to bring the request to your team.

    • Unexpected prompts on client devices
    • Client requests for account help
    • Context for your service desk
    MFA Push Fatigue

  • Requests through Teams and Zoom

    Impersonation can put funds in three overseas shell accounts, and a Hong Kong deepfake call involving synthetic "executive" participants led to $25M being wired.

    • Requests from your financial clients
    • Your team's transfer approval process
    • Context beyond the caller's voice
    Deepfake Video Calls

An AI Voice Agent that answers, verifies, and refuses.

Every inbound call, helpdesk line, treasury desk, branch IT, lands on the AI voice agent first. The caller is identified, the request is captured, and identity is verified through your existing MFA before a human ever picks up.

Patent-pending voice verification, integrated with the MFA you already run.

Every inbound call, helpdesk line, treasury desk, branch IT, lands on the AI voice agent first. The caller is identified, the request is captured, and identity is verified through your existing MFA before a human ever picks up.

The AI agent answers in your brand, captures the caller's intent, looks them up in Entra ID, ServiceNow, or your CRM, and pushes an Authenticator, Duo, or SMS challenge to the registered device. No challenge, no privileged action. No verification, no transfer to a human.

  • Caller identified against your IdP, not a number on caller ID
  • MFA push (Authenticator, Duo, Okta) fires before transfer
  • Deepfake- and voice-clone-resistant by design
  • Refuses privileged actions until verification clears
  • Full transcript + audit row written to ConnectWise / ServiceNow ticket

SEE IT AT WORK

One incoming call. A ticket with context.

Live
  1. 01Your client's callCaptured

    1 "This is Alex from Wholesale Ops, I'm locked out."

  2. 02Their account detailsIdentified

    The agent finds a match in Entra ID and a registered device.

  3. 03Their enrolled deviceVerified

    Alex approves the Authenticator push on their enrolled iPhone.

  4. 04Your ticket and transferHanded off

    ConnectWise #48292 receives the caller's identity result before the call transfers.

MEET YOUR CLIENTS HERE

Your clients' usual channels.
Your team's connected work.

Bring phone calls, messages and portal requests into the way your team works, so clients can ask for help where they already are.

  • Phone calls with AI Voice

    AI Voice answers your helpdesk calls and handles the opening steps when clients need a password reset or account unlock.

    • Incoming calls to your helpdesk
    • Password reset and account requests
    • Caller context for your team

  • Requests in Microsoft Teams

    Your clients can bring requests through Microsoft Teams, with the required steps kept inside the thread where they asked for help.

    • Requests in the existing thread
    • Client conversations in Microsoft Teams
    • Account help through familiar channels

  • Text messages and WhatsApp

    A branch manager can contact your team through text messages or WhatsApp when they need help with an account request.

    • Text messages from branch managers
    • Client account requests through WhatsApp
    • Help through your clients' channels

  • Email and Client Portal requests

    Bring email and Client Portal requests into your team's process for password resets, beneficiary changes and document sharing approvals.

    • Password reset requests through email
    • Requests for beneficiary account changes
    • Approval requests for document sharing

WHAT YOU LEAVE WITH

Your team's work, recorded.
Ready for your clients' reviews.

We record caller identity, method, timestamp and device alongside access actions, with records your team can export for client reviews and audits.

  • SOC 2 Type II

    Your team can bring access records and monitoring evidence to client reviews against Service Organization Control (SOC 2) Type II criteria.

    • Records of client access actions
    • Caller details alongside each action
    • Exportable evidence for client reviews

  • PCI DSS 4.0

    Your team can use identity and authentication records in reviews of Payment Card Industry Data Security Standard (PCI DSS) 4.0 Requirement 8.

    • Identity records for access requests
    • Authentication methods used for requests
    • Exportable records for your auditor

  • SOX 404

    Your team can bring recorded access actions to Sarbanes-Oxley Act (SOX) 404 reviews as evidence for information technology general controls.

    • Evidence of recorded access actions
    • Timestamps for your team's actions
    • Client records for control reviews

  • FFIEC CAT

    Your team can export access records for external dependency reviews associated with the Federal Financial Institutions Examination Council Cybersecurity Assessment Tool.

    • Access records for client reviews
    • Caller identity and device details
    • Exportable evidence for dependency reviews

  • GLBA Safeguards

    Your team can use authentication and monitoring records when reviewing client safeguards under the Gramm-Leach-Bliley Act (GLBA).

    • Records of multifactor authentication steps
    • Device details for access requests
    • Monitoring evidence for client reviews

  • NY DFS 23 NYCRR 500

    Your team can bring authentication and privileged access records to client reviews under New York financial services regulation 23 NYCRR 500.

    • Records of privileged access actions
    • Authentication methods for client requests
    • Exportable evidence for regulatory reviews

  • SEC Reg S-P

    Your team can bring access records to customer information security reviews under Securities and Exchange Commission (SEC) Regulation S-P.

    • Records of customer information access
    • Caller details for recorded actions
    • Exportable evidence for client reviews

  • FINRA 4370

    Your team can export the audit trail for business continuity reviews under Financial Industry Regulatory Authority (FINRA) Rule 4370.

    • Audit records for continuity reviews
    • Recorded actions with their timestamps
    • Exportable records for your clients

SEE THE RESULTS

See what's been handled.
See the record behind it.

0
Privileged actions without identity proof
Refused at the helpdesk before any access change
< 6s
Time to confirm caller identity
From AI greeting to MFA push approval
100%
Requests with an attached audit trail
Caller, method, device, time on every action
−73%
Helpdesk handling time
AI handles intake & triage before the tech

LET'S TALK AUTOMATION

Bring your everyday requests.
See automation at work.

Book a walkthrough to see AI Voice handle a sample caller's request and the steps before an access action. We'll show how the record reaches a representative PSA (professional services automation) ticket, ready for review.

Book a demo See AI VoiceAssist

  1. Walkthrough

  2. Product walkthrough

  3. Your quote

Bring us the process you most want to stop doing by hand.

  • Torch Awards, Most Innovative 2025
  • AICPA SOC for Service Organizations