Answer every inbound call live
A customer calling the business gets a live, useful response even outside staffed hours instead of a dead ring or a generic voicemail.
Learn moreComing soonBanking and finance
Wani for banking and finance
Wani places outbound reminder calls for document collection or policy renewal within strict calling-hour and consent rules, and warm-transfers any call that touches account specifics to a human agent.
An insurance advisor has twelve policy renewals due this month; Wani calls each customer…
Wani picks this up automatically.
See how
Talk to us
In practice
What this looks like day to day
An insurance advisor has twelve policy renewals due this month; Wani calls each customer inside the permitted window to remind them, and immediately transfers to the advisor the moment a customer starts asking about a specific claim.
Built for how a banking and finance business talks to customers
Wani places outbound reminder calls for document collection or policy renewal within strict calling-hour and consent rules, and warm-transfers any call that touches account specifics to a human agent. Wani does that on the channels you already use.
- Twilio
- Google Sheets
- Gmail
Works with
Capabilities
What Wani brings to banking and finance
16 of Wani's capabilities apply directly to this industry.
Place scheduled outbound follow-ups
Leads and customers who need a follow-up call actually get one, every time, without a human telecaller working through a manual list.
Learn moreVoice reminders that cut no-shows
Fewer booked appointments turn into no-shows because a real conversational reminder — not just a text — reaches the customer a day before.
Learn moreWarm transfer to a live agent
A customer who wants or needs a human never gets stuck arguing with a bot — the call moves to a person with full context intact.
Learn moreRecord calls with disclosed consent
The business has a reliable, legally defensible record of what was said on a call, and every customer knew the call was being recorded before it happened.
Learn moreAutomatic call transcript and summary
Nobody has to re-listen to a 6-minute call to know what was agreed — a written summary is ready the moment the call ends.
Learn moreAutomatic DND and consent scrubbing
The business never places an outbound commercial call to a number that legally should not be called, without anyone having to manually check a registry.
Learn moreEnforce permitted calling windows
No customer receives a business call at an hour when contact is legally or socially inappropriate, regardless of when a staff member queued it.
Learn moreSpeak Hindi and regional languages
Customers who are more comfortable in Hindi or their regional language get a natural conversation in that language instead of being forced into English or handed to a human just for translation.
Learn moreThe rest of the team
Other specialists working in banking and finance
Wavy
WhatsApp Customer EngagementWavy sends authentication codes and utility notifications (statement ready, payment due) through Meta's restricted authentication and utility template categories, keeping regulated communication compliant.
See the playbook
Socie
Social Media ManagerSocie enforces an approval gate on every outgoing post so nothing with a compliance risk reaches a public audience without sign-off from a designated reviewer.
See the playbook
Ank
Data AnalystAnk gives a lending or advisory business a read-only view of loan-book or client-portfolio spreadsheets with strict role-based access by branch or advisor.
See the playbook
Bharti
Recruitment SpecialistBharti coordinates hiring for roles requiring background verification and compliance documentation, given the sector's regulatory sensitivity around who can be placed in roles handling money or customer data.
See the playbook
Dena
Banking Information AssistantDena gives an independent financial consultancy a consolidated, auditable view of a client's linked accounts for advisory work that stops strictly at analysis, never execution.
See the playbook
Doctor
Health-record Organization AssistantDoctor's data-rights and consent-dashboard patterns are directly relevant as a reference for how a bank or NBFC's own staff-wellness benefit could be positioned, and the DPDP consent-dashboard capability doubles as a template pattern financial-data products in the same suite could study, but Doctor itself does not touch financial data.
See the playbookQuestions
Straight answers.
Can Wani work for a banking and finance business today?
Not yet — Wani is coming soon. The banking and finance use case is specified and the capabilities are designed, but the backend is still being built. Wavy is the Automix specialist you can use today.
What exactly would it do for us?
An insurance advisor has twelve policy renewals due this month; Wani calls each customer inside the permitted window to remind them, and immediately transfers to the advisor the moment a customer starts asking about a specific claim.
Do we need to change how we already work?
No. Wani fits around your existing process rather than replacing it, and anything consequential still needs a person to approve it before it goes out.
Fits your stack
Wani plugs into the tools a banking and finance business already runs
Connects with your stack
- HubSpot
- Zoho
- Salesforce
- Calendly
- Airtable
- Zapier
- Slack
- Telegram
Coming soon