Replace expensive agent hours on routine BFSI calls. Persistence handles the volume while your human team focuses on complex cases.
Use cases
From fraud alerts to loan pre-qualification — Persistence handles the calls your agents shouldn't have to repeat a hundred times a day.
Collects incident details, logs damage descriptions, and sends photo-upload links to claimants — all before an adjuster picks up.
Screens callers on income, debt, and credit tier to generate instant underwriting quotes, then routes qualified leads to a loan officer.
Syncs with your loan origination system to deliver real-time milestone updates — approval, appraisal, closing — without hold time.
Handles secure balance inquiries and initiates transfers with SMS two-factor authentication, keeping every interaction compliant.
Contacts accounts 3–10 days past due with personalized payment prompts, reducing charge-offs without involving a collections agent.
Reaches policyholders 30 days before expiry, presents renewal options and multi-policy discounts, and collects verbal approval in one call.
Business Impact
Real numbers from BFSI teams that replaced manual call workflows with Persistence voice AI — fewer agents, more revenue recovered.
What banks, credit unions, and insurers ask before deploying.
It can collect and check the factors you already use, but voice itself should not be treated as proof of identity. Convincing synthetic speech can be produced from a short sample, so a caller sounding like your customer establishes very little. Keep verification proportionate to what is being changed, and be strictest on account recovery.
Balance and status enquiries, card blocking, payment dates, branch and product questions, and routing — the high-volume intents that fill queues without needing judgement. Anything involving a dispute, a hardship case, or moving money is where most teams deliberately keep a human in the loop.
Yes, and it is a common first project. Callers say what they need instead of navigating a menu, and you keep your existing numbers by connecting them over SIP trunking. Most teams move one or two intents first rather than replacing the whole tree at once.
Scope each integration to the minimum it needs and put approval steps in front of anything irreversible. An agent that can read a balance but not move money cannot be talked into moving money — a permission boundary holds regardless of how a caller phrases their request, which prompt wording alone does not.
