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Fonify for finance firms

Let your AI employee route customer inquiries to the right product.

For insurance agencies, financial advisors, and fintech firms, the AI employee handles policy queries, loan applications, and payment info in a KVKK-compliant way.

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Let your AI employee route customer inquiries to the right product.
Why Fonify

Why finance firms pick Fonify.

Policy and loan pre-qualification

Listens for the customer's insurance or loan need, recommends the right product, and books a slot on a specialist's calendar.

Payments and billing support

Reads live info from the CRM for instalment, card-update, and due-date questions.

Advisor appointments

Books an in-person or video appointment with the right specialist for investment or retirement advice.

KVKK and BDDK compliance

Handles sensitive financial data securely, stores it on KVKK- and BDDK-compliant infrastructure, and never makes unauthorised transfers.

Campaign updates

Explains active loan campaigns and insurance promotions in a consistent way.

Multi-branch coordination

Transfers directly to the nearest branch or agent by region, with no hold time.

Scenarios

What the AI employee does on finance calls.

A customer asks about a comprehensive auto policy.

Fonify captures the vehicle info, quotes estimated prices from partner carriers, and books an intake with an advisor.

A loan application status is being queried.

The AI employee finds the application in the CRM, shares the current status, and sends a missing-document list if needed.

A request to change the payment date comes in.

Verifies the customer, updates the payment date per the contract terms, and emails the confirmation.

A claim notification call comes in.

Captures claim details and requested photos in a standard format, routes urgently to an adjuster, and opens a follow-up record.

Customer payment status is being checked or overdue payment reminders need to be sent.

The AI employee checks payment status from CRM, communicates the outstanding balance, provides collection links, and verifies payment through system integration.

Customer satisfaction and service quality need to be measured.

The AI employee conducts automated CSAT/NPS survey calls, collects satisfaction data, and sends instant notifications to managers for negative results.

From theory to the field

One call, start to finish

We don't tell, we show: exactly what happens in one call in this sector.

Finance
Is this your question: Can it really handle sensitive conversations?

An overdue balance. Fonify makes the call itself.

Outbound call0:00
live
  1. Fonify0:02· TR

    İyi günler, ABC Finans adına arıyorum. Vadesi geçen 3.450₺ bakiyenizle ilgili bilgi vermek istedim.

  2. Customer0:06· TR

    Şu an tamamını ödeyemem, biraz zamana ihtiyacım var.

  3. Fonify0:10· TR

    Anlıyorum. Dilerseniz bakiyeyi 3 taksite bölelim, ilk taksit gelecek hafta olsun. Uygun mudur?

  4. Customer0:14· TR

    Olur, böyle daha rahat olur.

  5. Fonify0:18· TR

    Harika, ödeme planınızı oluşturdum ve SMS ile gönderiyorum. İyi günler dilerim.

What happened behind the scenes
  • The call was recorded in a KVKK-compliant way, the payment promise logged to the CRM
  • An installment plan was created and a reminder SMS scheduled
  • The customer was tagged 'payment intent: hot'
Result
321Companies called
₺208,088Total collected
30.8%Collection rate
See all sector scenarios
Industry sample call

How the AI employee speaks in this industry

  • Finance
    1:04
Integrations

Connects directly to your finance systems.

The AI employee connects to your policy management system, CRM, and payment infrastructure in a KVKK-compliant way.

  • Policy management integrations with platforms like SBM, Anadolu, and AXA.
  • Lead and customer record sync with Salesforce, HubSpot, and local CRMs.
  • Instalment and payment plan queries via bank APIs.
  • Contract info and confirmation messages via WhatsApp Business.
Industry FAQ

Top questions from this industry

Does it know insurance and loan terminology?
Yes, Fonify distinguishes product types such as comprehensive auto, health, life, and home insurance. It explains coverage, premium, and due-date details using rules you define, and uses BDDK and KVKK terminology correctly.
Does it work with the policy management system we already use?
Yes, Fonify connects directly to policy management systems like SBM, Anadolu, and AXA, to CRMs including Salesforce and HubSpot, and to instalment-lookup flows through bank APIs.
Does it hand off large claim files to a human?
Yes, Fonify immediately transfers the call to the relevant adjuster or authorized representative for claims that are high-value, disputed, or suspected of fraud. It keeps handling standard policy and payment questions on its own.
How long does it take to set up our policy and loan products?
Setup is usually completed within a week. Your policy products, loan campaigns, and frequently asked questions get defined, and the CRM connection gets set up. Then the system goes live once test calls confirm everything works.
Real scenarios

Finance real call scenarios

See how inbound and outbound calls are handled with Fonify, straight from the call itself.

Related industries

How Fonify works in adjacent industries.

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