Automated Voice Communications for Financial Services

Give your customers access to their account information & payment options anytime, anywhere, using industry leading telephony technology, features, and security

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Customer Self-Services Solutions. Simplified.

Don’t make your customers wait in long phone queues in order to complete simple tasks. Use automated self-service over the phone to securely present callers with critical financial information, 24/7. Automation also helps to free up live agents to provide more high-touch service to callers with more complex inquiries.

No matter what tasks your customers need to complete, it’s possible to create applications on the Plum platform to meet their needs. Whether that’s interactive voice response (IVR), notifications, or SMS messaging, Plum DEV provides the most secure and scalable voice automation technology that also adapts to the needs of your company, all while maintaining the highest level of PCI-DSS compliance.

Credit Card Processing & Activation

Credit Card Processing & Activation

A banking IVR lets customers pay bills or activate new cards quickly and effortlessly over the phone. Automating these processes dramatically improves efficiency by freeing agents to handle more complex issues.

Fraud Defense

Fraud Defense

Plum offers PCI-DSS Level 1 compliant solutions, providing the type of security for financial data that banking and financial services customers expect. Building additional security measures into applications, like voice biometrics, improves security and strengthens customer trust.

Customer Outreach

Customer Outreach

Proactive communication with customers about their account status or potential fraud threats is easy with both self-service banking and outbound messaging. This allows customers to get the information they need on their timetable, 24x7x365.

Loan and Credit Applications

Loan and Credit Applications

Expediency is critical for customers applying for loans and credit cards. Using a custom financial services IVR application for these processes allows applicants to quickly and uniformly complete the necessary paperwork over the phone, saving all parties time and money.

Customer Satisfaction Surveys

Customer Satisfaction Surveys

Automated surveys help companies collect feedback from customers in real-time. Surveys generate actionable data that helps companies evaluate the effectiveness of their customer service offerings, assess new products and services, and determine where to improve.

A Secure and Versatile Automated Communications Platform

Use the Plum Voice platform as a secure and reliable foundation for developing customized applications that can reduce costs, improve business processes, and more efficiently serve your customers.

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Boost Your Savings with the Right Application

Use automation to improve security, reliability, and accessibility for your mission-critical processes, all while saving money.