Banking and insurance · Voice IVR

KYC reminders that run themselves, with the link sent on WhatsApp.

Banks and insurers have thousands of customers with pending KYC and a deadline to meet. This automated call reaches each one, confirms they are the account holder, and lets them choose how to complete KYC: at a branch, through a link on WhatsApp, or with a callback from an agent.

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English · Hindi · Outbound calls · Keypad menu · WhatsApp link
The problem

Why teams automate this call

Pending KYC is a compliance risk, and chasing it by phone ties up agents on calls that follow the same script every time. SMS reminders are easy to ignore and give no way to act on the spot.

What changes
  • Routine KYC reminders handled with no agent on the line
  • Customers can complete KYC from their phone within minutes of the call
  • A clear record of every reminder for compliance teams
How it works

How the call works

  1. 01

    Upload the list

    Upload customers with pending KYC as a CSV. Invalid rows are flagged before any call goes out.

  2. 02

    The call goes out

    Each customer gets a reminder call and picks English or Hindi at the start.

  3. 03

    Confirm the account holder

    The customer confirms the account is theirs and enters the last four digits of their registered mobile number, with up to three attempts.

  4. 04

    Choose the next step

    A keypad menu offers three options: visit a branch, get the KYC link on WhatsApp, or request a callback.

  5. 05

    Link arrives instantly

    Choosing WhatsApp sends an approved WhatsApp template with the KYC link while the customer is still on the call.

Sample call

Hear 30 seconds of the call

Play the sampleRecording coming soon

From the working demo. To hear the full call on your own phone, request a live demo.

Read the sample call

CallHello. This is a message from your bank about your savings account. For English, press 9. For Hindi, press 1.

Customer[presses 9]

CallThe KYC for your account is pending. To continue, please enter the last four digits of your registered mobile number.

Customer[enters 4 digits]

CallThank you, your details are confirmed. To visit a branch, press 1. To get your KYC link on WhatsApp, press 2. For a callback from our team, press 3.

Customer[presses 2]

CallYour KYC link has been sent to your WhatsApp. Thank you.

Sample conversation for illustration. Names and amounts are made up.

Data

What every call captures

  • Answered, unanswered and retried calls
  • Account-holder confirmation result
  • Option chosen: branch, WhatsApp link or callback
  • Full keypad history for each call
  • Live dashboard and filterable call logs
Rules the agent followsThe flow is fully scripted, so every customer hears the same approved wording. No action is offered until the customer has confirmed they are the account holder.
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Questions buyers ask

This demo is a scripted keypad (IVR) flow, which suits compliance calls where the wording must never change. The same use case can run on an AI voice agent if you want customers to speak their answers.

Through an approved WhatsApp Business template, triggered the moment the customer presses the WhatsApp option.

Yes. Upload a CSV and start calling. The dashboard shows answered calls and the option each customer chose, as it happens.

This demo uses English and Hindi. Other languages can be added for your markets.

Try it on your own phone.

Request a live demo and our team will set up this demo for you, or build the same flow for your own calls.

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