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Financial Services

“Real-time, Secure, Personalized Communications.”

IVR Solutions for the Financial Industry

“Give your customers access to their account information & payment options anytime, anywhere, using industry leading telephony technology, features, and security."

Use Cases

For financial services organizations like banks, loan providers and investment institutions, information access and transaction processes, without compromising security or speed, are driving factors in supplying enhanced customer self-service opportunities. Speech recognition, natural language and tools that make integrating simple and a deep understanding of regulatory and compliance needs have been key to our success in the financial space.    Every appllicatgion must consider the mobile, web and voice experiences. This gives your customers options for conducting business on their own through their own choice of channel(s).

Lastly, by allowing the channels to talk to one another, offering personalized options and messages and giving the customer “channel preference management”, Vcloud can take your customer journeys to the next level and beyond.

  • Credit Card Processing & Activation

    • A banking IVR lets customers pay bills or activate new cards quickly and effortlessly over the phone.  Immediately send a confirmation and thank you via text for a more personal touch. Automating these processes dramatically improves efficiency by freeing agents to handle more complex issues.
  • Fraud Defense

    • VCloud offers PCI-DSS Level 1 compliant solutions, providing the type of security for financial data that banking and financial services customers expect. Building additional security measures into applications, like voice biometrics, improves security and strengthens customer trust.  We offer voice, face and eye biometrics.
  • Customer Outreach

    • Proactive communication with customers about their account status or potential fraud threats is easy with both self-service banking and outbound messaging. This allows customers to get the information they need on their timetable, 24x7x365.  Our tools allow your customers to determine which channels are best for them. We will track compliance and opt-ins/outs.
  • Loan and Credit Applications

    • Expediency is critical for customers applying for loans and credit cards. Using a custom financial services IVR application for these processes allows applicants to quickly and uniformly complete the necessary paperwork over the phone, saving all parties time and money.
  • Customer Satisfaction Surveys

    • Automated surveys help companies collect feedback from customers in real-time. Surveys generate actionable data that helps companies evaluate the effectiveness of their customer service offerings.  Vcloud can set up a 5 question survey in one week, with automatic email and text alerts going to supervisors should any score fall below a threshold.
  • Increase Revenue via Leads and Sales

    • Superior routing options and channels
    • Transcription for 100% accuracy
    • Pass information entered in IVR to the agent or CRM
    • Service Requests – Order checks, statements and loan transaction forms, FAQ’s.

Learn What We Can Do For You

Get in touch with one of our knowledgeable IVR experts

VCloud Features

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VCloud is both HIPAA AND PCI-Compliant, offering unmatched security. Whether your patients are relaying sensitive information or participating in wellness programs or clinical trials using the phone, with VCloud, that information is always safe and secure. 

True Cloud Model

True Cloud Model

Scale up or down in volumes as much as you need without penalty or delay.



Global means we can deliver the software, storage, or call toll-free telephony in any region of the world. Speech recognition for 120 languages and variants with an extensive vocabulary.



Unleash the power of VCloud's feature-rich platform to achieve unmatched flexibility that can handle even the most complex tasks and can include all channels. Our platform can follow the same process as those that utilize live agent-form verification to handling a ticket or order.



Regulation and marketing changes require a technology that keeps up with the speed of your business in a world where technology has typically dictated speed to the business. VCloud is the only provider promising 24-hour turnaround times for changes.



Our pharmaceutical team has been together for over 10 years and understands the regulatory environment, adverse events, processes, goals and is proactive in its approach.

VCloud Interactive is a subsidiary of VoiceCloud LLC. We have been making voice communications better for over 10 years.


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