Financial Services

A support line that verifies before it helps

Viyo answers member and customer calls for banks, credit unions, lenders, and insurance offices - handling balance and payment questions, card issues, application status, and appointments - with identity verification on every call, 24/7.

What it handles

The calls the branch and call center handle daily

Set your verification steps, disclosure scripts, and the rules for what the agent may and may not do.

Identity verification
Runs your KBA or OTP verification flow before disclosing any account information.
Balances & transactions
Reads back balances, recent transactions, and posted payments to verified callers.
Card servicing
Reports lost or stolen cards, toggles travel notices, and starts dispute intake.
Payments & due dates
Takes loan and card payments where permitted, confirms due dates, and sets reminders.
Application status
Gives loan, account, and claim status from your system and explains the next step.
Appointments
Books time with a banker, loan officer, or agent by topic and location.
Proactive outreach
Calls on missed payments, expiring cards, document requests, and rate-change notices.
Escalation
Routes fraud, hardship, and complex requests to a licensed representative with context.
Verification

Confirms who's calling before it says anything

Every call that touches account data runs through your verification flow first. The agent won't read a balance or make a change until the caller passes - and it logs the outcome.

  • Your KBA or one-time-passcode flow, enforced every time
  • Nothing account-specific disclosed before a pass
  • Verification result logged on every call
Call transcriptViyo agent

I just need my checking balance.

I can help once I verify you. I've sent a 6-digit code to the phone on file - can you read it back?

4 1 9 2 0 3.

Thank you, you're verified. Your available checking balance is $2,418.65.

Card servicing

Locks a lost card in the moment

Card problems can't wait for business hours. The agent verifies the caller, freezes or cancels the card, orders a replacement, and starts dispute intake on any unauthorized charges.

  • Instant freeze or cancel after verification
  • Replacement card ordered on the call
  • Structured dispute intake for unauthorized charges
Call transcriptViyo agent

I can't find my debit card and I think someone used it.

I've frozen the card now. I see two pending charges from last night - do you recognize a $180 charge at an electronics store?

No, that's not me.

I've started a dispute for it and ordered a new card, arriving in 5-7 days.

Outreach

Makes the reminder calls staff never get to

The agent runs outbound calls for missed payments, expiring cards, and document requests - with the disclosures your compliance team scripts - and books a callback with a person when needed.

  • Payment reminders with approved disclosure language
  • Document-request and renewal calls
  • Books a licensed rep when the call needs one
Call transcriptViyo agent

This is a courtesy reminder that your auto-loan payment of $312 is past due. This call may be recorded. Would you like to make a payment now or set up a date?

I can pay Friday.

I've noted a payment arrangement for Friday and will text a confirmation.

For your members

What the caller gets

Money questions are stressful - callers want a fast, secure answer.

No waiting

Answered on the first ring, day or night, even at peak hours.

A secure call

Verification handled quickly and consistently, every time.

Their language

40+ languages, switching mid-call if the caller does.

A path to a person

Callers can always ask for staff and be warm-transferred with full context.

The difference

A payment-due-date rush, before and after

Without a voice agent
  • Hold times spike around statement and due dates
  • Staff repeat the same verification script hundreds of times
  • Lost-card calls after hours go to a generic voicemail
  • Payment-reminder calls never get fully staffed
  • No consistent record of what was disclosed on a call
With Viyo
  • Every call answered and verified without a queue
  • Verification runs the same way on every call
  • Cards frozen and replaced 24/7, in the moment
  • Reminder and renewal outreach runs automatically
  • Every call recorded with the verification outcome logged
For your institution

Consistent, logged, and in your control

Built for sensitive calls

Encryption, recording-consent controls, scripted disclosures, and configurable retention.

Every call on record

Full transcript and audio for each conversation, with the outcome tagged - resolved, booked, escalated, or message.

Scoped by design

You define exactly which actions the agent can take and which must go to a person.

Live in minutes

Start from an industry template, connect a channel - phone, web, or your app - and your tools, and go live. Setup is automated, no onboarding project.

Viyo does not provide financial, legal, or tax advice. Disclosure scripts, verification requirements, and the list of permitted actions are configured and owned by your compliance team.

Hear it verify a caller and pull a balance

Free to start. No credit card. Build an agent with your verification flow and call it in minutes.