Serve, verify, and collect all on one cloud contact center
Connect inbound service, proactive outreach, identity verification, sales, notifications, and collections across voice and digital channels—with AI and human teams working from the same customer context.
LEADING COMPANIES
The impact
What changes when financial services operations run on Kit
calls a
year
Kit runs on communications infrastructure that carries more than 2 billion calls annually across 190+ countries. Built to handle your volume – from outbound campaigns to peak-day service.
SLA,
24/7
Reliability you can bank on. When downtime means lost money and a broken customer promise, the communication layer has to hold – Kit runs on infrastructure backed by a 99.95% SLA.
“For financial teams, every call is money, every message answers to a regulator — we build Kit to that standard, and stay with customers past the sale.”
- Built for regulated operations
Support stereo recording, audit logs, retention policies, consent management, and access controls across financial communication workflows.
- Reach people who are hard to reach
Connect Kit to CRM, banking, collection, and customer data systems through ready-made integrations, APIs, and webhooks.
- Voice and digital in one workspace
Agents take voice, WhatsApp, SMS, web chat, and in-app calls from one workspace, with the same context and history on every one.
- AI for financial services, controlled
Voice and text AI handle routine work – reminders, verification calls, qualification – and escalate to a person by rule, not guesswork. Up to 80% is automated.
- Sits on top of your systems
Kit connects through native connectors for Salesforce, HubSpot, Zendesk, Bitrix24, and Kommo, and to core banking and collection systems through APIs.
- Built for regulated communication
Recording, logging, retention, and consent controls built for the way financial operations get audited.
What Kit runs
What Kit runs for financial services
The flows we actually run for financial teams – configured by our team, wired into the systems you already have.
High-performance outbound communications
Reach more customers through advanced predictive calling and omnichannel messaging, supported by Caller ID management, reputation monitoring, and anti-spam controls.
Answering Machine Detection for outbound calls
Detect answering machines and voicemail automatically, focus agent capacity on live customers, and turn more contact attempts into productive conversations.
Unified customer journey across every channel
Coordinate voice, WhatsApp, SMS, and in-app communications in one workflow while preserving customer context across service, sales, and collections.
One workspace for all customer operations
Handle voice and digital interactions from one workspace with routing, IVR, customer history, scripts, templates, and full interaction context.
CHANNELS
Meet customers where they actually respond
Different customers respond on different channels depending on the moment – a fraud alert, a payment reminder, a service question. Kit sequences across all of them from one workflow.
COMPLIANCE
Financial communication that
doesn’t create legal exposure
One place for the whole customer relationship, so teams stop stitching five tools together to run it. Acquisition, servicing, verification, notifications, and collections sit on one system — which means an operations lead sees the numbers in real time, not in a report the next morning.
Interaction logging
Every conversation is logged, timestamped, and retrievable for audit, so you can reconstruct exactly what was said and when - to any regulator or internal review.
- Recording & pause controls
- Configurable retention
Jurisdiction & consent
Contact-hour and frequency rules are enforced at the workflow level, not left to individual agents, so outreach stays inside the rules of each market by default.
- Consent & do-not-contact handling
- AI disclosure where required
Data protection
Customer data is encrypted in transit and at rest, with access scoped to who actually needs it and where the data lives under your control.
- Role-based access controls
- Data-residency options
Case study
Results that speak for themselves
Real outcomes from outbound teams across Mexico and Latin America.
How Tranqui scaled collections and customer service on one platform
Tranqui, a Colombian fintech focused on digital debt management, was growing fast - from 2 sites to more than 8. It moved its entire inbound and outbound operation onto Kit, bringing predictive dialing, campaign automation, call recording, routing, reporting, and its internal databases into one system. The result: one operation Tranqui could see in real time, with tighter control over every campaign.
What financial teams ask before they deploy
We hear these in every evaluation. Better to answer them here than leave them for the sales call.
Speak with a financial-services specialist
Talk to someone who understands financial operations, not just software.
Yes. Kit sits as the conversation layer on your systems of record, with native connectors for Salesforce, HubSpot, Zendesk, Bitrix24, and Kommo, and connects to core banking and collection systems through APIs.
Kit combines caller-ID management, predictive dialing, and answering machine detection to reduce the risk of numbers being flagged and to keep agents on live conversations rather than dead air.
Kit runs on infrastructure certified to ISO/IEC 27001:2022, is HIPAA-compliant and GDPR-aligned, with encryption in transit and at rest, role-based access, and configurable data retention.
AI runs defined tasks - reminders, verification, qualification - inside rules, with human escalation and full logging. It does not operate open-ended.
Kit is configured to your workflows and systems by our team. Timeline depends on scope - the number of channels, integrations, and campaigns - which we map with you in the first session.
Yes. Kit works across 125+ languages and dialects, including Spanish and Portuguese - Tranqui runs its Spanish-language operation on Kit today.
See Kit running in your operation
A 30-minute working session with a specialist who knows contact centres in your market. No slideware.
You describe one inbound and one outbound flow.
We build it in Kit and dial a real number.
You get the scenario and a rollout estimate.