Digital Banking Meets Real-Time Communications

An always there, always available, and always secure IVR solution for your bank’s needs.

The Challenge

Nowadays banking needs to be fast, easy, reliable, and mobile. A recent study found that 50 percent of banking customers use their smartphones or other mobile devices to access financial information. Not only must companies embrace mobile banking, but they need to deliver great customer experiences while doing so.

At the same time, as financial institutions embrace the digital revolution, they also need to ensure that mobile solutions adhere to industry regulations for data security. Often, this means companies increasingly spend more of their discretionary budget on compliance. Building systems and processes that meet or exceed industry regulations and standards require resources on every level.

The Plum Solution

Banks and other finance-based companies use Plum Voice’s IVR solution to securely automate processes for their voice channel and to offer round-the-clock access to customer information. Our cloud IVR platform makes it easy to make payments, send reminders and notifications, and complete a wide range of finance-related tasks, all while delivering a fast, seamless customer experience.

Protecting customer data is critical to establishing and maintaining trust with your banking customers. By providing PCI-DSS (level 1) and SOC2 compliant IVR banking solutions, Plum Voice helps you keep customer data safe and customer confidence high.

Since using Plum Voice, 75% of surveyed Financial Services organizations have seen an improvement in containment rates

Use Cases and Applications


Whether at home, on vacation, or anywhere else, activate credit or debit cards quickly and easily.


Let customers check the balance of one or multiple accounts while on the go providing an effortless experience for busy customers.


Transfer funds between accounts to ensure that customers have money where they need it, when they need it.


Easily maintain transparency and give customers up-to-the-minute information about their loan applications.


Send overdraft notifications directly to customers in real-time or send an alert when the account balance drops below a certain amount.

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