Cloud Communication Solutions for Banking, Financial Services and Insurance

Bank on Exotel to automate, engage and empower your customer communication with calls & SMSes

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Improve customer experience & increase efficiency with Exotel

Exotel’s communication solution is designed for enterprises and has a track of all the leads that call your institution. Even missed calls!

Automate mundane activities

Feedback calls, EMI reminders via SMS and calls, document verification, etc. can all be automated to reduce manual efforts.

Improve call pick up rates

Conversion is possible only if customers pick up the calls. With Exotel’s Dynamic Caller ID feature, you can improve call pick up rates by more than 20%

Protect customer data

Improve brand image by masking sensitive information such as the customer phone number to ensure privacy.

Reduce operational costs

Exotel’s Smart IVR helps automate static queries like account balance, new insurance plans, credit card limit, etc. thereby reducing the manual costs by 60%

Centralize customer communication

One toll-free number can be advertised for the entire country, and calls can be directed to the respective branches based on the location the customer is calling from.

Stock broking is not an easy business to run as it is, but when the environment changes like it has recently, it gets quite challenging. We needed to move to a distributed workforce instantly to continue to serve our customers and Exotel made it really easy to transition.

– Hanan Delvi, Chief of Client Relations

Let us show you how this works

Get a free consultation with our experts

BFSI Works best with Cloud Telephony

Virtual Number

Regulate agent-customer conversations

Using individual virtual numbers for relationship managers ensures that the customers can contact the institution even when the RM has left
Call Tracking

Integrate customer data for smooth experience

Integrate Exotel with your banking CRM to personalize and provide a smooth customer experience
OTP verification

Authenticate users/transactions easily

Add an extra layer of security and verify users or their transactions over SMS, Voice and nOTP.
We have engaged Exotel services for IVR Calls & SMS blasts over the last 5 years. Exotel services have been able to scale successfully to meet the demands of our fast-growing FinTech business.
Neena Acharya
Director of Engineering, Capital Float

Ebook – Cloud Telephony For BFSI

When the pandemic started, a lot of organisations moved to cloud telephony to enable remote working. But over time, they have come to realise that moving to cloud telephony has more benefits than enabling remote work. In today’s scenario when organisations are looking at getting their employees back to work at least in smaller numbers, what is the role of cloud telephony? This ebook offers an insight into how cloud telephony helps solve some of the most common problems faced by customer-facing teams in BFSI.

Some Customer Success Stories


Exotel helps Numberz with customer acquisition

How MoneyTap used Exotel to boost call connectivity and improve user activation rate

How Scripbox uses Exotel to communicate with their customers every day

Asia’s most innovative companies use Exotel

The Exotel

Why Exotel is considered as the most reliable cloud communications company in India and Southeast Asia

  • ISO-Certified

    Highly Secure

    ISO 27001:2013 certified information security management system
  • Superior-Quality

    Superior Quality

    Best success rates, voice quality and reduced latency
  • Super-reliability

    Superior Reliability

    Best in class uptimes of 99.94% including operator uptimes
  • Patented-Use-cases

    Patented Solutions

    Gain competitive advantage from patented products
  • Scale-at-ease

    Scale at Ease

    Grow at will, expand without worrying about infrastructure
  • Best-Support

    Best Support

    18×7 customer support via phone, email and Twitter

Find out how Exotel can work for you. Set up a call.

We are India & SE Asia's leading cloud telephony & communications operator. Let us show you how!