Banking & Finance

The first line for your customer and member calls.

RevAIvo answers routine branch, card, and service questions and runs payment and past-due outreach, so your staff spend their time on the calls that need a person. It never moves money or gives financial advice. Those go to your team.

Built for sensitive calls

Scoped narrow on purpose, with an immediate handoff to your team for anything involving money movement, fraud, or advice.

Inbound

Customer & Member Line

Handles the routine questions that fill your queue, and nothing more.

  • Answers branch hours, locations, and service questions
  • Walks through card activation and replacement steps
  • Books appointments with a banker or advisor
  • Hands fraud, disputes, and money movement to your team instantly
Outbound

Payment & Collections Outreach

Reminds and arranges payment on past-due accounts, and hands anything contested to a person.

  • Confirms who it is speaking to before mentioning an account
  • States that the call is from a debt collector
  • Offers the payment options you approve
  • Passes disputes, cease-contact requests, and hardship to your team
Structured outputs

Every call, turned into fields you define

Describe what to capture on each call, such as whether a customer agreed to a payment plan, and RevAIvo returns it as a structured field your team can act on. Extract with AI, or with a pattern when the answer is predictable.

Structured output definition that extracts whether a customer agreed to a payment plan

Hear it for yourself

Banking & Finance
Customer & Member Line

Handles the routine questions that fill your queue, and nothing more.

Customer, example call
Hi, I just got my new debit card in the mail. How do I activate it?
Sample call coming soon

What we get asked

The honest answers, before you have to ask.

Does this replace our branch or contact center staff?

No. It handles routine, high-volume calls so your team can focus on fraud, disputes, hardship, and conversations that need a person.

Can it move money or change an account?

No. It can't move money or change an account. What it can see is limited to what you choose to connect, and you set that scope.

How does it handle collections calls?

It confirms it has the right person before mentioning an account, says the call is from a debt collector, and sticks to the calling windows and frequency limits you set. Disputes, cease-contact requests, and settlement talk go to your team.

Does it call people without their consent?

No. Outbound runs only to customers who have given prior express consent, and anyone can opt out on the call.

See it on a real call.

The best way to know if this fits your operation is to hear it, scoped to one call type, on your own scripts.

Book a live call