Financial services

From the first contact to the installment recovered.

Agents that qualify the lead, run onboarding and collections and serve the customer on WhatsApp, integrated with your core system and your CRM. With human approval at the points of risk and an audit trail end to end.

The problem

High volume, thin margin and risk at every step.

Originating is expensive, collecting wears people down and the service desk is always full. And every automated decision needs a record: who approved it, when and why.

1 A first contact that raises suspicion

Nobody answers a call from an unknown number. A well-made first contact on WhatsApp changes the conversation.

2 Onboarding with friction

A missing document, an application left standing and a customer giving up halfway through the flow.

3 Collections that wear people down

A manual cadence, an uncomfortable agent and an agreement that never reaches the system.

4 Repetitive service requests

Balance, invoice and application status taking up expensive people with simple questions.

The first agent resolves the most expensive pain. After that, the same platform covers the rest of the operation:

Lead qualification on WhatsApp Collection and validation of onboarding documents Duplicate invoices and application status Collections cadence with renegotiation Customer record updates Post-service survey
Concrete, not conceptual

From an idle portfolio to a recorded agreement.

The agent reaches out, negotiates within the policy you define and records the agreement in the system. Anything beyond its authority waits for a human.

01Works the portfolio on WhatsApp, with no dialer queue
02Negotiates within the policy and the authority you define
03Agreement recorded in the CRM, with a trail of every decision
Runflow· Agent Ops Active
Collections & Renegotiation· active portfolio · WhatsApp
Reaches outNegotiatesRecords
Contact established on WhatsAppAnswered
Offer within policyValidated
Agreement recorded in the CRMComplete
◐Authority exceeded on one caseWith a human
Every decision with a record of who approved it
Why Runflow

Built for an operation that has to account for itself.

Human approval

Authority limits and points of risk always with people in the loop.

Isolated data

Runflow does not train models on your data. Per-client isolation, and you pick the provider, or run it in your own environment.

Audit trail

Every decision the agent makes, recorded end to end.

Dedicated engineers

Our team deploys the integration with your legacy systems.

How it works

From the assessment to production, with your team.

No months-long project. Our engineers step into your operation, put the first agent to work, and then hand over the baton.

1

Free assessment

We map where AI creates the most value in your business and prioritize the cases by ROI and feasibility.

Free · ~2 weeks
2

First agent live

We build with your team, integrate with your systems and put the agent into operation.

In weeks
3

Production, scale and handoff

The agent runs 24/7, you measure the ROI and every solution becomes your own template. You stay in control.

You stay in control

Let us map your highest ROI case.