Voice Automation Solutions

Banking & Financial Services

Self-Service Account Access with Security

Enable Customers to Self-Service

Banks, classic and digital, and financial institutions need to grow their customer base, and customers want more services to be satisfied. Therefore, banks must improve their technologies to attract and appeal to customers by upgrading systems and adding new features that enable self-service.

Allowing customers, including Millennials and Gen Z, to interact with their bank through automated options, whether online or via phone, is not an option anymore. It is a requirement as customers are becoming more accustomed to self-service options to review their account information and make transactions.

Reduce Operational Costs & Improve Satisfaction

A bank reduces operational expenses by employing interactive voice response (IVR) systems with conversational AI to maintain a live customer service staff. These virtual agents don't replace employees. Instead, they augment their role. In turn, employee efficiency and satisfaction improve, which leads to better customer engagement and problem resolution.

According to Gartner, conversational artificial intelligence (AI) deployments within contact centers will reduce agent labor costs by $80 billion by 2026.


Plum Voice provides PCI-DSS Level 1 and SOC2 compliant IVR banking features for enhanced data security.

Common Use Cases for Banking and Financial Services

Account Transactions /
Fund Transfers

Balance Inquiries

Card Activation (Reissuance)

Customer Service FAQs

Customized Alerts, Reminders & Notifications

Location Finder

NPS/CSAT Surveys

Pre-Qualifying Applications - Credit Cards and Loans

PCI Payments

Report Lost or Stolen Cards

Two-factor Authentication (2FA)

Automation Toolkit for Developers

Build Applications for Omnichannel Engagements

Developers can utilize various tools in the Plum Voice toolkit - Plum Fuse, Plum DEV, Plum Chat and Plum Message - to develop voice automation, SMS messaging and chat solutions.

Plum DEV and Plum Fuse complement and support each other - code in VXML and then manage with a low-code GUI tool - for an agile and flexible experience. Then, use APIs to connect to thousands of data sources, including CRMs, for real-time information.

Plum Fuse Templates - Banking and Financial Services

The Plum Fuse Template Center gives users access to a library of pre-built templates for voice applications. Users can choose the appropriate template to build a voice application for their business needs, then customize it to be unique to their brand and business operations. Templates applicable to this industry include:

  • 2FA
  • Account Inquiry
  • Account Inquiry (Dialogflow)
  • Account Inquiry ASR
  • Card Activation
  • Payment Application
  • Payment Reminder
  • PIN Reset
  • Prequal Loan
  • Survey - CSAT

Secure and Scalable Platform

The Plum Voice platform is built on a fault-tolerant and scalable cloud architecture delivered over a Tier 1 telecom infrastructure with built-in redundancy and designed for 99.9% uptime of your voice applications.

The Plum Voice cloud infrastructure is built to meet rigorous security standards. It has undergone rigorous audits to achieve PCI-DSS, SOC2 and HIPAA compliance and is a Visa Verified vendor.


Benefits for Developers

  • Rapid speed to deployment - build in days, not weeks
  • Improve ROI
  • Flexibility in hosting and coding
    • Multiple options for development from GUI to VXML and other coding languages
    • Users can host applications outside of Plum Voice in their environment and then tie into Plum Voice's platform for voice carriage
    • Integrate the best features of AI engines from Google, Amazon, Nuance, IBM and others to offer the latest in generative AI advances
  • Straightforward and easy-to-use APIs
  • API calls are included in our pricing for cost savings
  • Plum Voice's Professional Services team can develop applications that the user hosts



Support Center


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