Industry Solution

Finance & Insurance

Compliant, secure AI calling for financial services. Streamline collections, policy renewals, claims updates, and customer service while meeting regulatory requirements.

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Finance & Insurance

AI agent workflow

Live

Conversation activeLatency 112ms

Voicenly agent

I have the customer context and the next best action ready.

Customer

Great. Complete the workflow and sync the outcome.

Intent

High

Outcome

Complete

Sync

Live

35%

Collection Recovery

On past-due accounts

92%

Renewal Rate

Policy renewals

PCI-DSS

Compliant

Secure payments

SOC 2

Certified

Enterprise security

Why it matters

Move from missed conversations to measurable outcomes.

The friction

Financial services face unique challenges: strict compliance requirements, sensitive customer data, high call volumes, and the need for consistent, documented interactions. Manual processes don't scale.

The Voicenly way

Voicenly delivers enterprise-grade AI calling built for financial services. SOC 2 certified, PCI-DSS compliant, with complete audit trails and the security controls your compliance team requires.

Capabilities

Everything needed to run the workflow.

Configure the conversation, connect your tools, and see exactly what happened after every call.

Payment Collection

Recover past-due accounts with professional, empathetic reminder calls. AI offers payment options, sets up plans, and tracks promises—all while preserving customer relationships.

Policy Renewals

Proactive renewal calls boost retention rates. AI reminds customers of upcoming expirations, answers questions, and processes renewals on the spot.

Claims Status Updates

Keep policyholders informed throughout the claims process. Automated status calls reduce inbound volume and improve customer satisfaction.

Compliance Built-In

SOC 2 Type II certified, PCI-DSS compliant for payments. Complete audit trails, call recording retention, and compliance reporting included.

Account Services

AI handles routine account inquiries: balance checks, payment history, statement requests, address updates. Free your team for complex advisory work.

Fraud Alert Verification

Quickly verify suspicious transactions with customers. AI makes outbound verification calls and captures responses securely.

How it works

Go live without the long implementation.

A clear path from configuration to live conversations and continuous improvement.

Security Review

Our team works with your compliance to ensure requirements are met

System Integration

Connect to your core systems with secure, audited connections

Configure Workflows

Build compliant call flows with required disclosures

Launch & Monitor

Go live with full monitoring and compliance reporting

What changes

More capacity. Better conversations.

35% recovery on past-due accounts

92% policy renewal rates

PCI-DSS compliant payments

SOC 2 Type II certified

Complete audit trails

Reduce compliance risk

24/7 customer access

Lower operational costs

Consistent customer experience

“We recovered $4.2M in the first year while improving customer satisfaction. The compliance features gave our legal team confidence, and the audit trails make examinations simple.”

Robert Chen

Chief Operations Officer, Regional Credit Union

Questions

The details, made clear.

We're SOC 2 Type II certified with annual audits. PCI-DSS compliant for payment processing. Complete call recording, audit trails, and compliance reporting. We work with your compliance team to meet specific regulatory requirements.

Yes, securely. Our payment processing is PCI-DSS compliant. Card data is tokenized immediately and never stored. Customers can pay by phone or receive secure payment links via text.

AI can be configured to deliver required disclosures (mini-Miranda, rate disclosures, etc.) at appropriate points in the conversation. Disclosure delivery is logged and auditable.

All calls are recorded and stored according to your retention requirements. Recordings are encrypted, access-controlled, and easily retrievable for audits or disputes.

Yes, for enterprise customers with specific data residency or security requirements, we offer private cloud and on-premise deployment options. Contact us for details.

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