ElevAIte VoiceBeta

Calling workflows for regulated teams, with a trail for every call

ElevAIte Voice began as a fix for a FinTech client under compliance pressure. It keeps every call recorded, summarised and auditable, and never threatens or pressures anyone.

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In short

For fintech and lending, ElevAIte Voice automates lead qualification, KYC follow-ups and polite payment reminders in the customer's language, with a recording, transcript and outcome for every call and stop requests honoured automatically.

The problem it solves

  • Applicants drop off between sign-up and KYC.
  • Reminder calls are inconsistent in tone, which is a conduct risk.
  • Compliance needs proof of what was said.
  • Customers want to be spoken to in their own language.

How it works

  1. 1

    Trigger from your system

    An abandoned application, a pending document or an upcoming due date raises an event.

  2. 2

    A polite, scripted call

    The agent identifies itself as an AI assistant, confirms it is speaking to the right person before discussing anything, and never threatens.

  3. 3

    Promise-to-pay and next steps noted

    Outcomes such as promised date, wants a callback, or dispute are recorded.

  4. 4

    Audit trail

    Recording, transcript, summary, stop requests and who changed what are kept.

A payment reminder, in outline (English)

AI assistantHello, this is an AI assistant from Acme Finance. May I confirm I am speaking with Mr Mehta?

LeadYes, speaking.

AI assistantThank you. This is a gentle reminder about an instalment due on the fifth. When do you expect to be able to pay?

Illustrative outline. You write and test the real script for your business.

Works with

  • HubSpot (native)
  • Zoho CRM
  • Odoo
  • Salesforce by webhook
  • Webhooks and signed events
  • Zapier / Make / n8n

See how each one connects.

Limits and where not to use it

  • No threats, shaming or harassment. Collections conduct rules and recovery-agent guidelines apply to you.
  • Do not collect passwords, OTPs, card numbers or ID numbers on a call.
  • Marketing calls need consent. Service reminders for an existing customer still need a lawful basis.

Fishy activity is detected automatically. Accounts are paused, investigated and, if they abuse the service, banned. Read the Acceptable Use Policy. ElevAIte is a technology provider and is not responsible for how customers use it.

Questions

Is this compliant for lending?+

It gives you consent checks, AI disclosure, calling hours, do-not-call handling and a full record. Compliance also depends on your scripts and processes, so have your compliance team review them. We do not give legal advice.

Where is the data kept?+

See our Privacy Policy. Each customer's data is isolated, and you can ask for deletion.

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