Banking & Finance

Secure service at scale.

Balance inquiries, disputes, and onboarding on voice and chat—with guardrails, audit, and human escalation built in.

-50%

Tier-1 call volume

KES 0

Unapproved answers

Policy-bound agents

<3min

Avg. resolution time

The challenge

Call centres cost. Apps confuse.

Customers still call for simple questions. Digital adoption stalls when support is not instant.

Peak month-end volumes
Fraud-sensitive flows need control
Compliance review on every new script
The Qallio approach

Modern service within your risk frame.

Trust & guardrails, knowledge-bound agents, and full audit trails for regulators and internal risk.

From first message to measurable outcome.

Secure, policy-bound answers for balances, disputes, and applications — tools only run with the right auth context.
WhatsApp · Voice IVR · App chat
1

Customer reaches you

Customer authenticates per your rules (OTP via SMS, last-4 digits, device binding).

2

Agent + knowledge

Product and fee explanations reference regulated disclosure library.

3

Workflows & tools

Core banking / card processor tools for limits, M-Pesa disputes, and payment reminders.

4

Human handoff

Complex restructuring or hardship flows to specialist queue with risk flags.

5

Supervisor view

Compliance sees redacted transcripts, policy violations, and escalation reasons.

Example: M-Pesa transaction dispute

SACCO or fintech customer reports unrecognised KES 12,000 debit via WhatsApp.

Open

User reports unrecognised KES 12,000 debit on chat after OTP step.

Ground

Agent cites dispute timeline and provisional credit rules from KB.

Act

Workflow opens dispute case in processor; provisional credit if eligible.

Escalate

Fraud pattern match → fraud ops with device + merchant metadata.

Prove

Ops reviews queue depth, SLA, and % fully resolved without branch visit.

What you get

Modules that work together

Voice & chat

  • OTP and auth flows
  • Account FAQs
  • Dispute intake

Governance

  • Content policies
  • Audit logs
  • Approved sources only

Insights

  • Volume and CSAT trends
  • Escalation reasons
  • Cost-to-serve views

Scale service without scaling risk.

Compliance-first walkthrough for your use cases.