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AI calling for BFSI and collections: polite reminders at scale

Remind customers about upcoming dues, take a promise-to-pay and pass difficult conversations to your team, with consistent, respectful scripts.

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How it works

Four steps, no manual dialling

  1. 1

    Trigger

    A due date approaches, or a payment is missed.

  2. 2

    AI calls

    The agent calls with a clear, polite script.

  3. 3

    Qualifies or confirms

    It confirms the amount, asks when the customer will pay and notes the outcome.

  4. 4

    Hand-off

    Promises are logged; disputes and hardship cases go to a person.

Scenarios

Six things Konvrs does for bfsi & collections

  • Upcoming-due reminders

    Call a few days before the due date.

  • Missed-payment follow-up

    A calm second call.

  • Promise-to-pay capture

    Record the date the customer commits to.

  • Payment-link prompt

    Tell them how to pay and confirm they received the link.

  • KYC or document reminders

    Nudge customers to complete pending steps.

  • Hand-off to a collections executive

    Escalate when needed, with the full transcript.

Example

What the call sounds like

Illustrative conversation

  • Konvrs AIHello Priya, this is an AI assistant calling on behalf of Sunrise Finance about your instalment due on the 5th.
  • CustomerI will pay on Friday.
  • Konvrs AIThank you. I have noted Friday. You will also get the payment link by message.

Illustrative conversation, not a recording of a real call.

Features

Built-in tools for bfsi & collections

What you get

Everything below is in the product today.

  • Consistent, respectful scripts
  • Promise-to-pay outcomes in the CRM
  • Calling-hour guard and opt-out handling
  • Hand-off to your team with transcripts
  • Recordings and summaries for audit

Responsible calling

Compliance note

Pricing

Start free, grow when it works

Current prices are on the pricing page.

See all plan details and the cost calculator

FAQ

BFSI & collections: common questions

Can the agent threaten or pressure customers?

No. You write the script. We recommend polite, factual scripts and a clear hand-off to a person for any dispute.

Are calls recorded?

Call transcripts, summaries and outcomes are stored for your account. Disclose recording as your policy and local rules require.

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Hear your own use case on the phone

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