Finance & Insurance
Compliant, secure AI calling for financial services. Streamline collections, policy renewals, claims updates, and customer service while meeting regulatory requirements.
The Challenge
Financial services face unique challenges: strict compliance requirements, sensitive customer data, high call volumes, and the need for consistent, documented interactions. Manual processes don't scale.
Our Solution
MAiCaller delivers enterprise-grade AI calling built for financial services. SOC 2 certified, PCI-DSS compliant, with complete audit trails and the security controls your compliance team requires.
Key Features
Payment Collection
Recover past-due accounts with professional, empathetic reminder calls. AI offers payment options, sets up plans, and tracks promises—all while preserving customer relationships.
Policy Renewals
Proactive renewal calls boost retention rates. AI reminds customers of upcoming expirations, answers questions, and processes renewals on the spot.
Claims Status Updates
Keep policyholders informed throughout the claims process. Automated status calls reduce inbound volume and improve customer satisfaction.
Compliance Built-In
SOC 2 Type II certified, PCI-DSS compliant for payments. Complete audit trails, call recording retention, and compliance reporting included.
Account Services
AI handles routine account inquiries: balance checks, payment history, statement requests, address updates. Free your team for complex advisory work.
Fraud Alert Verification
Quickly verify suspicious transactions with customers. AI makes outbound verification calls and captures responses securely.
How It Works
Get started in minutes with our simple setup process
Security Review
Our team works with your compliance to ensure requirements are met
System Integration
Connect to your core systems with secure, audited connections
Configure Workflows
Build compliant call flows with required disclosures
Launch & Monitor
Go live with full monitoring and compliance reporting
Why Choose This Solution
“We recovered $4.2M in the first year while improving customer satisfaction. The compliance features gave our legal team confidence, and the audit trails make examinations simple.”
Frequently Asked Questions
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