FinCallD

re-engage, re-ignite, renew, refer

FinCallD - reimagine compliant customer engagemenet

AI-powered outbound calling agent designed to deepen engagement with clients and prospects at all lifecycle stages.

FinCallD efficiently reaches out to clients who may have disengaged or missed critical updates or moved to a different stage of maturity ensuring their information is accurate and deepening their connection to their financial advisors.

Enhance customer re-engagement

Verifing customer data, assesses current financial needs, and arranging follow-up consultations with financial advisors, offering a personalised touch. This process by providing information on the financial products and services offered by their advisor financial ensuring that clients receive timely, relevant support.

Secure and Compliant

Operating securely, within APRA, ASIC, TPB and Treasury guidelines, protecting sensitive information and ensuring compliance with financial regulations. With its capability to efficiently engage customers at all stages through their customer journey,

Build meaningful relationships

FinCallD enables financial institutions to maximise their customer retention strategies and re-establish or further enhance meaningful relationships with clients, ultimately boosting both customer satisfaction and operational effectiveness.

Trained for understanding

FinCallD meets the training standards set out in Regulatory Guide 146 (RG 146) by the Australian Securities and Investments Commission