AI Caller · Finance, legal & professional

AI caller for Banks & credit unions.

Banks & credit unions lose revenue to slow speed-to-lead, unqualified enquiries, and compliance-sensitive follow-ups. Yappa is the AI caller for banks & credit unions — it qualifies every new lead before a human picks up, makes proactive update and reminder calls, and runs compliant payment-reminder calls, then warm-transfers ready buyers to your team. Australian-built, ACMA-compliant, and answered in a natural Aussie accent, live in 7–14 days.

What Yappa handles for banks & credit unions

Lead QualificationOutbound

Calls leads, asks qualifying questions, scores and sorts before a human.

NotificationsOutbound

Proactive calls: deliveries, outages, changes, RSVPs, recalls.

Arrears & Payment Reminder OutreachOutbound

Outbound calls to overdue accounts. Soft-touch reminders, captures payment arrangements, escalates to your team when needed. Respects compliant calling hours and AU debt-collection rules.

Debt Collection & Payment RemindersTransactional & financial

First-contact and reminder calls; captures arrangements; escalates. Regulated.

Information Gathering → CRMTransactional & financial

Collects and verifies data, then writes it back to your system.

Live Transfer / Warm HandoffTransactional & financial

AI opens, then transfers a qualified warm call to a human.

Retention & Customer SuccessHybrid & relationship

Onboarding, churn-save, renewal nudges, satisfaction follow-ups.

Also for bank, credit union, neobank, fintech, mutual bank — same AI caller, tuned to your calls.

Australian & compliant

Every call passes a DNC / calling-hours / consent gate and carries the AI + recording disclosure.

Your script, your voice

Trained on your own information and script — with a natural Aussie-accented voice.

Live in 7–14 days

We connect your calls, write and voice the script, review compliance, and test before go-live.

AI caller for banks & credit unions — FAQ

Can an AI caller really handle calls for banks & credit unions?

Yes. Yappa is trained on your own script and information, so it answers and makes calls the way your banks & credit unions would — greeting callers, answering common questions, qualifying, booking, and handing warm, qualified callers to your team. You keep full control of what it says.

Will my customers know it's an AI?

Yappa calls naturally and, if a caller asks directly, it says plainly that it's an AI — we never lie. Every call also carries the AI + call-recording disclosure and passes an AU compliance gate (DNC, calling hours, consent).

How fast can it go live?

Roughly 7–14 days: we connect your calls/leads, write and voice your script, run a compliance review, and test before you go live. Starter is self-serve and faster.

What does it cost?

Plans start at A$350/month; larger volumes and dedicated numbers scale from there. You only pay for the services you switch on — book a quick call and we'll map it to your business.

Hear the AI caller on your banks & credit unions.

A live 30-minute demo — no slides, no hard sell.

Book a call →