AI Voice Engagement for Banks and Financial Institutions
Help your customers stay informed at every stage — automatically, at scale, and fully POPIA-compliant.
VirtualForce built to run personalised outbound voice calls for banks and financial institutions — alerting customers to account activity, updating them on applications, and proactively managing arrears. Natural South African voices, fully automated, at whatever scale your operation requires.
A few use cases of What VirtualForce can do for banks and financial institutions
Fraud & Security Alerts
Reach customers immediately when suspicious activity is detected on their account — faster than SMS, more personal than a push notification, and with the ability to confirm or escalate in the same call.
Example: Suspicious Transaction Alert
AI Agent contacts a customer about an unrecognised transaction and asks them to confirm whether they made it.
Payment & Debit Order Notifications
Keep customers informed about upcoming debit orders, failed payments, and successful transactions — reducing inbound support calls and improving customer satisfaction.
Example: Failed Debit Order Notification
AI Agent notifies a customer their debit order was unsuccessful and outlines next steps.
Loan & Credit Application Updates
Keep applicants informed at every stage of their application — so they are not calling your contact centre to chase updates, and your team is not fielding unnecessary inbound queries.
Example: Outstanding Documents Required
AI Agent notifies a customer that their application cannot proceed until outstanding documents are submitted.
Arrears & Collections
Reach customers in arrears before accounts escalate to collections — giving them the opportunity to make arrangements early and reducing bad debt for the business.
Example: Account in Arrears
AI Agent contacts a customer whose account is in arrears and outlines the payment arrangement options available to them.
Account Onboarding
Welcome new customers and confirm their next steps after account opening — making a strong first impression without any manual effort from your team.
Example: New Account Welcome
AI Agent welcomes a new customer and outlines what they can expect in the coming days.
Investment & Fixed Deposit Maturity
Notify customers when their investment is approaching maturity and prompt them to take action — reducing silent rollovers and increasing meaningful customer engagement.
Example: Fixed Deposit Maturing Soon
AI Agent notifies a customer their fixed deposit is approaching maturity and asks whether they would like to be contacted by an advisor.
Fully POPIA-compliant on every call
Every call manages opt-out requests and data handling in line with POPIA requirements — so every customer interaction is always compliant.
Ready to explore AI voice engagement for your bank or financial institution?
Tell us about your operation and what you are looking for. We will get back to you to understand your requirements and put together the right solution for your business.