Handle every financial call compliantly and instantly

Replace expensive agent hours on routine BFSI calls. Persistence handles the volume while your human team focuses on complex cases.

Use cases

Automate banking communications
without losing the personal touch

From fraud alerts to loan pre-qualification — Persistence handles the calls your agents shouldn't have to repeat a hundred times a day.

INBOUND

First Notice of Loss (FNOL)

Collects incident details, logs damage descriptions, and sends photo-upload links to claimants — all before an adjuster picks up.

INBOUND

Loan Pre-Qualification

Screens callers on income, debt, and credit tier to generate instant underwriting quotes, then routes qualified leads to a loan officer.

INBOUND

Mortgage & Loan Status

Syncs with your loan origination system to deliver real-time milestone updates — approval, appraisal, closing — without hold time.

INBOUND

Account Balances & Fund Transfers

Handles secure balance inquiries and initiates transfers with SMS two-factor authentication, keeping every interaction compliant.

OUTBOUND

Grace Period & Late Payment Reminders

Contacts accounts 3–10 days past due with personalized payment prompts, reducing charge-offs without involving a collections agent.

OUTBOUND

Policy Renewal & Bundle Offers

Reaches policyholders 30 days before expiry, presents renewal options and multi-policy discounts, and collects verbal approval in one call.

Business Impact

Results that move the ledger.

Real numbers from BFSI teams that replaced manual call workflows with Persistence voice AI — fewer agents, more revenue recovered.

Regional Bank Network
case study

73%

Call automation rate

$8B+

Annual industry savings

42%

Handle time reduction

3.1x

More payments collected