Voice Automation Solutions

Banking & Financial Services

Account Access with Security

Self-Service in Financial Services

Quick Access to Account Information

Everybody interacts with a financial services institution whether it's for checking, savings, retirement, business or mortgage account access. When consumers want information on account balances, credits or debits, they want it now.

Voice automation solutions give you the ability to deliver on-demand responses without the hassle of live agents and wait times. Optimize your customer service experience with voice self-service that is quick to deploy and customizable to your specific needs. Improve your bottom line by right-sizing your staff and freeing up agents to handle more complex tasks.


Cater to a Broader Customer Base

Use automation to improve security, reliability and accessibility for your mission-critical processes, all while saving money. Voice dialogs and conversational AI can maximize overall communication effectiveness and provide 24x7 access to information and services in multiple languages.

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

Allow customers to activate new cards quickly and get account balances over the phone. By leveraging conversational IVR, you can dramatically improve business efficiency and free up agents for more complex tasks.

Plum Voice offers PCI-DSS Level 1 compliant solutions, providing the type of security for financial data that banking and financial services customers expect. 

Proactively communicate with customers about their account status or potential fraud threats. Automated voice outreach can be personalized to maximize impact and utility. For example, send overdraft notifications directly to customers in real-time or an alert when an account balance drops below a certain amount.

Plum Fuse Templates

Plum Fuse, an intuitive drag and drop, low-code, Graphical User Interface (GUI) tool, gives users access to a library of prebuilt templates for voice applications in the Fuse Template Center. 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
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