Fintech Use Cases

Understand how a Fintech business can solve different use cases with CleverTap Direct Call.


User security has immense importance in fintech businesses. The fintech businesses can improve the customer experience with the CleverTap Direct Call while uplifting their retention rates. Following are some real-world examples of how Direct Call can solve your business challenges.

Use Case

Challenge - A user wants to raise a query related to a bank account. The user is unsure whom to call and does not want to share their contact number while calling for security and privacy reasons.

Solution - With CleverTap Direct Call, a user has an option to request an in-app callback. Once the call is initiated, there is no need for the user to explain the context of the call, thus ensuring speedy issue resolution. Also, phone numbers are not shared, which protects user privacy and security.

Use Case

Challenge - A caller asks a user to upload confidential documents to complete the loan application process or verification. The user is unsure whether the caller is authentic or a fraud trying to acquire and misuse this information.

Solution - CleverTap Direct Call powers in-app calls meaning only authorized personnel can initiate calls to a user. This, in turn, means that whenever users look at their incoming call screen and find the brand's logo powered by Direct Call, they know it is authentic. It also improves the call success ratio by building trustworthiness for the brand. These calls can also be recorded for training and audit purposes.

Use Case

Challenge - A user is browsing through various insurance policies on the app and is planning to buy one. The user is unsure about the policies' specific terms and conditions and which one will be best suited for his needs. An instant query resolution can help users accelerate their decision-making process.

Solution - With CleverTap Direct Call, the product champions can intervene and connect with their user via a call without interrupting the in-app experience. A user can request a callback via the app. You do not need a phone number or any user's details to initiate a call, ensuring privacy at all times.

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