Financial conversations,handled with care.
Automate routine calls without losing control: opt-outs are enforced, sensitive details can be redacted, and retention is yours to set.
What you get
Financial services
Payment reminders
Polite, consistent reminder campaigns with retry rules.
Compliance controls
Do-not-call lists, redaction and retention windows apply across every call.
Appointment booking
Book consultations and callbacks straight from the call.
How it works
4 steps
Load your contact list
Describe the call and the rules
Test with your team
Launch a campaign
Questions
Are opt-outs respected?
Yes. Numbers on the do-not-call list are never dialled.
Can sensitive details be hidden in transcripts?
Yes. Redaction settings remove them from stored transcripts.
Keep exploring
Hear it on your own line.
Create a workspace, describe the calls you want handled in plain words, and talk to the agent in your browser first.