Fintech
Every call needs to sound as careful as your product.
Clio answers routine account questions, verifies who it's speaking with, captures structured requests, and hands anything sensitive to a human.
- CallerHello, kal shaam appointment mil sakta hai?
- ClioBilkul. Kal 4 baje aur 6 baje free hain. Kaunsa theek rahega?
- Caller4 baje. Haan, book kar dijiye.
- ClioDone. Kal 4:00 PM confirm hai. Details WhatsApp par bhej rahi hoon.
- Understood: booking
- Checked calendar
- Caller said yes
The problem
What actually happens to a call before Clio.
What Clio handles
Account questions
Identity verification steps
Structured requests
Human escalation
Callback requests
Call in action
A real script, run against a scripted demo conversation — no call is placed.
Caller“I need to update my registered address.”
AI“I can help start that. Can you confirm your registered email first?”
Caller“Sure, it's on file.”
AI“Thanks — I've logged the request. Our team will confirm the change within one business day.”
Demo conversation — no call is placed.
Industry capabilities
Answer
Picks up every fintech call, aware of your business hours.
Understand
Follows the conversation in natural language, in English and 11 Indian languages.
Qualify
Asks the right questions and scores the caller as the conversation happens.
Act
Takes the real action your business needs — booking, updating, or sending — directly.
Transfer
Brings in your team live, with full context, the moment a call calls for one.
Real business workflow
Incoming call
Verify identity details
Understand the request
Handle or escalate
Confirm next steps
What your team would actually see
Why Clio
Every call is recorded and transcribed automatically.
Provider credentials are encrypted at rest, not stored as plain text.
Phone numbers and emails are redacted from logs.
Per-call cost is tracked and visible, across every provider.