grid iconBFSI

Collect More.
Comply Faster.
Serve Better.

Run collections, KYC, renewals, and servicing
Voice + WhatsApp + AI on one DoT-licensed platform.

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Trusted by businesses across Automotive, BFSI, Healthcare, Ecommerce, Education, and more

star health
redchief
jaguar
casio
sap
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michelin
makemytrip
cipla
bcg
cars24
uber
godrej
honda

starProblem vs Solution

Your Customer Journey Is Fragmented
Your Stack Should Not Be

Problems

Siloed Channels

Borrowers reach out on different channels and agents have no context.

Manual Recovery

Manual CDR management. No audit trail. Auto sync and update with CRMs.

Personal Number Usage

Field agents use personal numbers with zero recordings and analytics.

Zero Call-Level Visibility

Supervisors work from spreadsheets. Issues surface in audits weeks after the call.

Solutions

Seamless Omnichannel

Agents get full context across voice, WhatsApp, SMS, and chat. No repeat questions.

Automated Recovery

Every call recorded, encrypted, and audit-ready. Data localization and TRAI mandates covered natively.

Dedicated Business Numbers

Client privacy prioritized through dedicated business numbers & call masking.

100% AI-Scored QA in Real Time

AI scores 100% of calls automatically. Supervisors see compliance flags in real time during the call, not after.

grid iconBFSI Use Cases

BFSI Operations
That AceX Can Handle

Your BFSI ops span collections, KYC, servicing, claims, renewals, and fraud.
Every workflow below is live with a paying customer — not on a roadmap.

Meet Borrowers in Time

Trigger auto reminders with secure payment links. Let AI escalate non-responders to human agents. All in one workflow.

  • Voice agent captures PTP, books follow-ups, and logs to CRM
  • Send secure payment links via WhatsApp with end-to-end tracking
  • One-tap warm transfer from WhatsApp to a live agent for complex calls

Give Agents the Context They Never Had

Give agents the full borrower timeline across multiple channels before they say hello. Live AI assistance and real-time script compliance built in.

  • Let multiple agents run multi-threaded conversations
  • Add multi-dispositions to client calls for accurate mapping
  • Multi-dialer methods to optimize your team’s performance

Virtual Onboarding For Fewer Visits

Underwriters run Video KYC on any browser. No app install. Recorded, geo-tagged, and written straight back to your LOS.

  • Share secure links via SMS/WhatsApp, with no app friction for customers
  • Webhook integrations for loan originating system (LOS)
  • Native LOS integration with KYC and artifacts sync in real time
  • Consent captured automatically at session start

Capture High-Intent Leads

Click-to-Call APIs trigger instant callbacks. AI voice agents qualify them based on income, loan type, and ticket size before routing to a human agent.

  • Click-to-Call API triggers an instant callback from web, app, or WhatsApp
  • Qualified leads route to sales agents with full context
  • Unqualified leads move to WhatsApp nurture campaigns

Reduce Missed Renewals

Automate multilingual renewal outreach at 45, 15, and 3 days pre-expiry. WhatsApp payment link in the same flow. Predictive dialer routes hot leads to agents.

  • Multi-language outreach campaigns across voice, WhatsApp, and SMS
  • Send WhatsApp reminders at defined intervals
  • Predictive dialer routes hot leads directly to agents

Initiate Insurance Claims Without Delays

Trigger FNOL intake with AI voice agents and capture every vital detail before the client hangs up.

  • 24/7 FNOL intake via structured inbound call flow
  • Auto book surveyor by geography and set params
  • Status updates pushed across multiple channels

Prevent Exposing Personal Numbers

Leverage number masking services to prevent agent and client contact details from being shared with one another. 

  • Agent and borrower connect without seeing real mobile numbers
  • Click-to-call services connect with your collection portals via API
  • All recordings and dispositions auto-synced to CRM after each call
  • Let AI voice agents handle routine calls while agents make field visits

AI Quality Analysis on 100% calls

Replace manual QA sampling with 100% AI coverage. Every call scored for compliance, fraud signals, and missed disclosures automatically.

  • AI scores 100% of calls vs 2% manual sample
  • Fraud detection aligned to Insurance Fraud Monitoring Framework cues
  • DPDPA redaction health and financial PII auto-masked in transcripts
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Meet Borrowers in Time

Trigger auto reminders with secure payment links. Let AI escalate non-responders to human agents. All in one workflow.

  • Voice agent captures PTP, books follow-ups, and logs to CRM
  • Send secure payment links via WhatsApp with end-to-end tracking
  • One-tap warm transfer from WhatsApp to a live agent for complex calls
usecase1

Give Agents the Context They Never Had

Give agents the full borrower timeline across multiple channels before they say hello. Live AI assistance and real-time script compliance built in.

  • Let multiple agents run multi-threaded conversations
  • Add multi-dispositions to client calls for accurate mapping
  • Multi-dialer methods to optimize your team’s performance
usecase2

Virtual Onboarding For Fewer Visits

Underwriters run Video KYC on any browser. No app install. Recorded, geo-tagged, and written straight back to your LOS.

  • Share secure links via SMS/WhatsApp, with no app friction for customers
  • Webhook integrations for loan originating system (LOS)
  • Native LOS integration with KYC and artifacts sync in real time
  • Consent captured automatically at session start
usecase3

Capture High-Intent Leads

Click-to-Call APIs trigger instant callbacks. AI voice agents qualify them based on income, loan type, and ticket size before routing to a human agent.

  • Click-to-Call API triggers an instant callback from web, app, or WhatsApp
  • Qualified leads route to sales agents with full context
  • Unqualified leads move to WhatsApp nurture campaigns
usecase4

Reduce Missed Renewals

Automate multilingual renewal outreach at 45, 15, and 3 days pre-expiry. WhatsApp payment link in the same flow. Predictive dialer routes hot leads to agents.

  • Multi-language outreach campaigns across voice, WhatsApp, and SMS
  • Send WhatsApp reminders at defined intervals
  • Predictive dialer routes hot leads directly to agents
usecase5

Initiate Insurance Claims Without Delays

Trigger FNOL intake with AI voice agents and capture every vital detail before the client hangs up.

  • 24/7 FNOL intake via structured inbound call flow
  • Auto book surveyor by geography and set params
  • Status updates pushed across multiple channels
usecase6

Prevent Exposing Personal Numbers

Leverage number masking services to prevent agent and client contact details from being shared with one another. 

  • Agent and borrower connect without seeing real mobile numbers
  • Click-to-call services connect with your collection portals via API
  • All recordings and dispositions auto-synced to CRM after each call
  • Let AI voice agents handle routine calls while agents make field visits
usecase7

AI Quality Analysis on 100% calls

Replace manual QA sampling with 100% AI coverage. Every call scored for compliance, fraud signals, and missed disclosures automatically.

  • AI scores 100% of calls vs 2% manual sample
  • Fraud detection aligned to Insurance Fraud Monitoring Framework cues
  • DPDPA redaction health and financial PII auto-masked in transcripts
usecase8

grid iconAI Voice Bot Feature Section

Build AI Voice Agents Without
Waiting on Devs

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settings 02

Build

Describe your use case in plain English. Select language, voice, and tools. No developers needed.

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Test

Run the agent through AI simulations. Set success criteria. Refine before customers hear it.

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Deploy

Configure inbound and outbound campaigns as needed. Go live in hours — not months.

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Monitor

Analyze every call with Ace Xtract. Get transcripts, latency logs, summaries, key points, etc.

  • Collections Automation
  • Loan KYC
  • Phone Banking
  • FRM Alerts
  • Renewal Outreach
  • Claims FNOL

starBuilt In. Not Bolted On.

Compliance that doesn't slow you down

Automotive communication involves customer data, call records, campaign outreach, pricing discussions, service commitments, and renewal conversations.

You cannot afford loose controls.

Acefone keeps compliance, security, and audit readiness
inside the platform from day one.

compliance

grid iconMarket Gap / Competitive Comparison

Acefone Connects All Your BFSI Ops

Most BFSI teams stitch together a CPaaS dialer, a WhatsApp BSP, a Video KYC vendor, a compliance recording tool, and a separate QA platform. That's five contracts, five SLAs, and five isolated data silos.

Capability Typical CPaaS Typical CCaaS acefone logo wht
file 02 Telecom License Resold Partial DoT VNO, owned
flag 02 Data Residency Often global Mostly India 100% India DCs
recording 01 AI Voice Bot 3rd-party bolt-on Partnership onlyLogistics Native, self-hosted LLM
git branch 01 BFSI Workflows Generic templates Horizontal only Collections, KYC, FNOL, Renewals, FRM
home 04 Vendor Count 3 to 4 2 to 3 1
home 04 Avg. Go-Live Time 4 to 8 weeks 6 to 12 weeks 5 days

We Plug Into Your Stack In Days Not Months

Pre-built connectors, REST APIs, and webhooks. No rip-and-replace. Works with your TMS, WMS, OMS, and CRM from day one.

zendesk

Zendesk
zoho

Zoho
salesforce

Salesforce
leadsquared

Leadsquared CRM
hubspot

HubSpot CRM
freshworks

Freshworks
freshdesk

Freshdesk
bitrix

Bitrix24
kapture

Kapture CRM
msteams

MS Teams
google

Google Workspace
dynamic 365

MS Dynamics 365
Explore all integrations btn arrow

message dots circleCX Wins / Impact Metrics

What Better Conversations Unlock for Your BFSI Business

  • 1.8X

    Increase in call
    connectivity

  • 15%

    Reduction in
    average handling time

  • 3X

    Growth in agent
    productivity

  • 50%

    Reduction in
    manual calling

  • 18%

    Reduction in average
    first response time

  • 14%

    Reduction in total
    resolution time

award Awards & Recognition

Reviews & Awards
Recognition

15K+ HAPPY CUSTOMERS

4.7 /5
google h
4.8 /5
trustpilot h
4.7 /5
g playstore h
4.7 /5
g2 h
quote icon

Backend support is exceptionally quick... we get resolution literally within minutes. It has transformed our operational efficiency.

Harsh Bhasin, Zonal Manager

makemytrip

Acefone significantly enhanced our Team Leaders' ability to monitor and improve performance across all distributed teams.

Akriti Kohli, Cars24

cars24

Acefone has been fantastic. Their quick support has proved to be highly beneficial. We’ve found a long- term partner in them.

Nikhil Thapar, Marketing Specialist

sap

With Acefone, our order-confirmation workflow became fully structured. The Voice Bot handled 100,000+ COD calls while our dialer team focused on high-value exceptions, doubling our successful conversions. Better visibility, better tracking, and a system that finally scales with us.

Associate Director, Inside sales and Operations

pickrr

With Acefone, the agent productivity tripled as we scaled from 100 to 300 calls per day without scaling costs. If you are looking at better support, better UI, that can go live easily, all this is there with Acefone.

Suresh, Sales Director

homelane logo

Frequently Asked Questions

Here are some of the most commonly asked questions about Finance Industry.
If you have any other questions- Chat with our experts!

Which features of an Acefone phone system are especially useful for finance industries?

Acefone offers a variety of features that aid in financial business processes. This includes two-factor authentication, voice broadcasting, IVR, text messaging, email, analytical reports, and much more.

Storing and managing data on the cloud keeps you safe from disasters and cyberattacks that can compromise sensitive company and customer information.
Acefone's solutions are secured with multiple layers of firewall, end-to-end encryption, and several data backups. We also give you the ability to define access roles so only authorised personnel can access sensitive information.

Not at all. You can add as many extensions as your business requires at any point in time.

Incoming calls are transferred to your voicemail during off-hours or when phone lines are busy. These voicemails, along with automated transcripts, can also be sent to your inbox so you never miss out on any opportunities.

Simply connect with our experts over call, email or live chat anytime. They will be more than happy to help you get your free phone number connection.

There's no specific bandwidth requirement. The only requisite is that your connection should be stable enough to handle VoIP calls.

Yes. Acefone can automate FNOL intake via an AI voice agent on inbound calls — capturing incident details, booking surveyors by geography, and pushing a document checklist to the customer's WhatsApp before they hang up. All recordings are stored in Indian data centers and are IRDAI audit ready. Typical outcome: 30% faster claims TAT and 50% fewer document chase loops.

Yes. The Campaigns module auto-dials borrowers and policyholders at 45, 15, and 3 days pre-due or pre-expiry. WhatsApp payment links are sent in the same flow. Predictive dialer routes high-intent contacts to live agents. Multi-language outreach covers Hindi, English, and 10+ Indian regional languages. Average outcome: up to 20% drop in lapse rate.

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Ready to Transform
BFSI Customer
Operations?

Missed follow-ups. Renewals. Compliance gaps.
Acefone keeps your teams updated & connected.

How can we help you today?

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