Financial Servicesevery reminder made, every promise kept.
Autonomous voice, chat and action agents for banks, NBFCs, fintechs and collections teams.
Built for finance's hardest conversations.
Payment reminders
Remind customers before every due date on voice, WhatsApp and chat, with a payment link in hand
Card-block intake
Take lost-card reports any hour with identity checks and an immediate block request
Account queries
Answer balance, statement and charge questions instantly, with handoff for anything sensitive
Re-KYC campaigns
Call every customer due for re-KYC with document checklists, upload links and status updates
Dispute intake
Capture dispute details end-to-end with guided intake and a clean handoff to the resolution desk
Branch callbacks
Book branch visits and relationship-manager callbacks with confirmations and reminders
EMI reminders
Remind borrowers ahead of every instalment with due-date confirmations and payment guidance
Promise-to-pay
Capture promise-to-pay commitments on compliant scripts and write them straight to your CRM
Document chase
Chase pending loan documents with polite, persistent follow-up until the file is complete
Verification callbacks
Verify applicant details by phone and schedule field visits where one is needed
Application status
Tell applicants where their loan stands without a branch visit or hold time
Missed-promise follow-up
Follow up the day a promise is missed with a fresh reminder and a new commitment
Onboarding nudges
Recover drop-offs with KYC completion calls and step-by-step guidance to finish signup
KYC document chase
Chase pending documents with WhatsApp upload links and follow-up until the file closes
Repayment reminders
Remind users before every due date on the channel they actually answer
In-app support
Answer balance, transaction and charge questions on chat, voice and WhatsApp
Card-block requests
Take lost-card reports any hour with verification and immediate escalation to your team
Human handoff
Hand off to a support agent the moment a conversation needs one, with the full transcript
Portfolio outreach
Reach every account in the bucket with reminder calls at portfolio scale
Promise capture
Capture promise-to-pay dates on compliant scripts and log every commitment to your CRM
Compliant scripting
Follow your approved scripts and your regulator's rules on every single call
Broken promises
Re-engage missed promises the same day with a fresh reminder and a new date
Payment links
Send payment links on WhatsApp while the customer is still on the call
Escalation handoff
Route hardship cases and disputes to your collectors with full context and history
Re-KYC callbacks
Keep accounts active with re-KYC reminders, document checklists and status updates
Account activation
Chase pending activation documents until the account is ready to trade
Advisor scheduling
Book advisor callbacks and review meetings with confirmations and reminders
Service queries
Answer account, statement and charge questions instantly, with handoff for advice
Request follow-ups
Follow up on every open service request until it is closed, with updates along the way
Better outcomes across the whole customer journey.
- 01
Reach
Answer and place every call and message, any hour, any language - no reminder goes unmade.
- 02
Resolve
Handle balances, disputes and card blocks in one interaction - no transfers, no repeated stories.
- 03
Complete
Chase documents and schedule verifications so KYC files close sooner and accounts open faster.
- 04
Collect
Remind before every due date and capture promises to pay so recoveries land without escalation.
- 05
Relieve
Absorb reminders, callbacks and intake so your team works the accounts that need people.
Hear it handle a real conversation.
Sample calls, scripted from real financial services workflows.
Reminding before an EMI
A borrower's instalment is due at the end of the week.
“Good morning, Mr. Sharma. Your loan instalment is due this Friday - shall I send the payment link on WhatsApp so you can pay right away?”
Capturing a promise to pay
An overdue customer says salary arrives next week.
“That works - I've noted your promise to pay by next Wednesday. I'll send a reminder that morning, and you can use the same link to pay.”
Blocking a lost card
A customer calls late at night about a lost debit card.
“I've verified your details and raised the block request on your card right away. Would you like the confirmation on SMS or WhatsApp?”
Completing a re-KYC
An account is due for re-KYC before it gets restricted.
“Your account is due for re-KYC this month, Ms. Mehta. I can send a secure upload link for your address proof, or book a branch visit - which do you prefer?”
Built for trust and privacy.
Security and data-protection standards your compliance team can verify.
See what Unpod can do for your account holders.
Partner with Unpod to reach every customer, every time - on voice, chat and WhatsApp.