AI Auto-Call for Banks & Credit Unions. Payment reminders and card-ready calls, placed for you.
AI Auto-Call places the outbound calls branches make by hand: the loan payment due on the 15th, the new card waiting at the Main Street branch, tomorrow's loan officer appointment, the callback to a member who hung up on hold. Calls go out only inside your consent and calling-hours rules, a missed call is retried, and an e-mail carries the message when the member never picks up.
TRY AI AUTO-CALL FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Call members with a loan payment due in three days, between 9 AM and 6 PM.”
Lisa“Done: members with a loan payment due in three days get a reminder call between 9 AM and 6 PM, with an e-mail if nobody answers.”
Any setting, in any module · applied only on your yes
How Banks & Credit Unions use it
James hears that his loan payment is due on the 15th and that he can pay in the app or at any branch.
Elena is told her new card has arrived at the Main Street branch and asked whether she wants to pick it up or have it mailed.
A caller who hung up on hold during the Monday rush is called back within the hour and books the notary.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Outbound calls by the AI: appointment reminders, notices, confirmations, callbacks
- Consent and calling-hours rules; retries and an e-mail fallback when nobody answers
- Every outcome recorded on the register and on the customer's record; a person alerted when needed
Add it to AI Phone or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Auto-Call does, for every business ›
Works withAI PhoneAI BookingAI QuotingAI Tickets
Questions & answers
AI Auto-Call for Banks & Credit Unions: questions & answers
Can an AI call members with loan payment reminders?
Yes. AI Auto-Call reads your approved reminder script to each borrower, inside the consent and calling-hours rules you set. When nobody answers it tries again, then e-mails the member, and each outcome is written to the member's record.
Does the reminder call discuss the balance or take a payment?
No. The call states only what your script says, such as the due date and where to pay, and never reads a balance or takes card details. A member who wants to talk about the loan is offered a person.
Will members know the call is from our credit union?
Yes. The call opens with your institution's name and the reason, from your script. Your script can also invite anyone unsure to hang up and call the number printed on the back of their card.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Banks & Credit Unions ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
Other software makes you learn it. Zanus AI learns your business.
Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.