Financial Services (Banks, NBFCs, Insurance)

Financial services thrive on timely communication - whether it's sending payment reminders, upselling products, or answering account queries. But managing these at scale can strain resources and delay responses, risking customer dissatisfaction or even revenue loss. OutCaller AI steps in as your 24/7 communication partner, instantly handling inbound calls for balance enquiries, claim statuses, due dates, or loan eligibility. On the outbound side, it automates bulk reminders for EMIs, policy renewals, and promotional offers, ensuring no customer is left unattended. This improves collection rates, increases renewals, and keeps your financial brand top of mind.

How it works?

Inbound calls may be for balance, due dates, claim status, or interest rates. AI answers securely and pre‑qualifies for loan offers before transferring to sales.

Outbound bulk calls remind customers about EMI due dates, policy renewals, or offer promotions to specific segments.

Inbound Query Handling

Balance, status, rates

Outbound Reminders

EMIs, renewals, alerts

Upselling

Targeted offers by profile

Compliance Scripts

Regulation-ready

Benefits

  • Reduce late payments and defaults
  • Increase renewals and sales
  • Build trust through accurate info

Example Scenarios

1. Bulk EMI reminders to all due customers

Automated calls remind all due customers about EMI payments, reducing late payments.

2. Policy renewal calls a month before expiry

Customers receive timely reminders for policy renewals, increasing renewal rates.

3. Loan pre‑approval follow-ups

Follow-up calls for loan pre-approvals keep customers engaged and informed.

Improve collections, renewals, and customer trust—without more staff.

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