# Financial Services AI agents — 59 revenue outcomes Mihu runs | Mihu AI Financial Services # Qualify, renew and collect — compliantly, at scale Lead qualification, policy renewals, payment reminders and document chasing — across voice, WhatsApp, SMS and email, in 40+ languages. No regulated advice. Compliant, polite reminders only. Mihu gives no regulated financial advice — anything needing a licensed human is escalated to one, with full context. Revenue operation All outcomes 59 Capture & Qualify Leads 4 Book & Fill Calendars 1 Recover Lost Revenue 6 Convert & Close Deals 1 Retain, Renew & Grow 6 Support & Resolve 24/7 36 Outbound Campaigns at Scale 5 Deal stage All stages 59 Pre-Sales 12 Deal 5 After-Sales 43 59 outcomes Popular ### Loan / Insurance Lead Qualification (https://mihu.ai/solutions/finance/fin-lead) Qualify and route inbound finance leads instantly, book the advisor call, and keep the CRM clean — compliantly. Voice / SIP WhatsApp SMS < 60s to first contact Set up outcome Insurance ### Policy Renewal & Lapse Rescue (https://mihu.ai/solutions/finance/fin-renewal) Drive on-time renewals and rescue lapsing policies or subscriptions with timely, compliant outreach. Voice / SIP WhatsApp SMS +12% renewal rate Set up outcome Collections ### Payment Reminder & Collections (https://mihu.ai/solutions/finance/fin-collections) Recover overdue payments with polite, compliant reminders, a secure pay link, and flexible plan options. Voice / SIP WhatsApp SMS -9d days sales outstanding Set up outcome Servicing ### Application Status & Document Chase (https://mihu.ai/solutions/finance/fin-servicing) Answer 'where's my application' 24/7 and chase missing documents so cases don't stall — without tying up staff. Voice / SIP WhatsApp SMS Email -30% stalled cases Set up outcome Servicing ### Adviser Appointment Booking (https://mihu.ai/solutions/finance/fin-appointment) Fill adviser diaries and cut no-shows — booking, reminders and rebooking, with no advice given. Voice / SIP WhatsApp SMS -21% adviser no-shows Set up outcome Insurance ### Quote Follow-up & Application Completion (https://mihu.ai/solutions/finance/fin-quote) Chase the quotes that stall halfway — chasing documents and process questions, never advising on the product. WhatsApp SMS Voice / SIP +18% applications completed Set up outcome Servicing ### Annual Review & Rate-Change Outreach (https://mihu.ai/solutions/finance/fin-review) Reach every customer due a review or facing a rate change, and book them with an adviser — no advice given. SMS WhatsApp Email +15% reviews booked Set up outcome Servicing ### KYC & Onboarding Document Chase (https://mihu.ai/solutions/finance/fin-onboard) Get new customers through KYC without the back-and-forth that loses half of them. WhatsApp SMS Email -44% onboarding drop-off Set up outcome Servicing ### Eligibility & Product Change Notification (https://mihu.ai/solutions/finance/fin-eligibility) Tell customers, factually, when they become eligible for something — and book them with an adviser. SMS WhatsApp Email +19% adviser calls booked Set up outcome Insurance ### Lapsed Policy Win-back (https://mihu.ai/solutions/finance/fin-winback) Reach customers whose policy lapsed while there's still a straightforward route back on cover. Voice / SIP WhatsApp SMS +16% lapsed policies reinstated Set up outcome Popular ### Mortgage Pre-Qualification Intake (https://mihu.ai/solutions/finance/fin-mortgage-prequal) Qualify mortgage enquiries and route them to the right loan officer fast, with a compliant soft credit check and no lending decision made by the agent. Voice / SIP 35% enquiry-to-application conversion Set up outcome Lending ### Loan Document Collection & Stacking (https://mihu.ai/solutions/finance/fin-loan-docs) Collect and organize borrower documents so underwriting isn't held up chasing paperwork. SMS WhatsApp -40% document-related underwriting delays Set up outcome Lending ### Rate Lock Expiry Management (https://mihu.ai/solutions/finance/fin-rate-lock) Track rate lock expiration and coordinate extensions or relocks before a borrower loses their rate. Voice / SIP 100% rate locks with proactive alerts Set up outcome Lending ### Loan Status Milestone Notification (https://mihu.ai/solutions/finance/fin-loan-status) Keep borrowers informed at each stage of the loan process, cutting status-check calls to staff. SMS Email -50% borrower-initiated status calls Set up outcome Lending ### Adverse Action / Declined Application Notice (https://mihu.ai/solutions/finance/fin-adverse-action) Communicate a declined credit application compliantly, with the legally required notice and reasons. Email 100% adverse action notices sent in window Set up outcome Lending ### Home Equity / Refinance Opportunity Screening (https://mihu.ai/solutions/finance/fin-refi-screening) Identify existing customers who may benefit from a refinance conversation — informational only, never a recommendation. Email Voice / SIP 15% consultation booking rate Set up outcome Lending ### Auto/Personal Loan Application Follow-up (https://mihu.ai/solutions/finance/fin-loan-followup) Follow up on started-but-incomplete loan applications and recover them before they go cold. SMS Voice / SIP 45% incomplete applications recovered Set up outcome Lending ### Business / Commercial Loan Enquiry Routing (https://mihu.ai/solutions/finance/fin-commercial-loan) Route business lending enquiries to the correct commercial specialist with the right documentation checklist ready. Voice / SIP 40% enquiry-to-consultation booking Set up outcome Lending ### Loan Payoff Quote Request Handling (https://mihu.ai/solutions/finance/fin-payoff-quote) Generate and deliver accurate payoff quotes quickly, including per-diem interest. Email 95% payoff quotes delivered within 24h Set up outcome Lending ### Credit Line Increase Request Handling (https://mihu.ai/solutions/finance/fin-credit-increase) Process credit line increase requests through the correct workflow without the agent making the credit decision. Voice / SIP 90% requests processed within SLA Set up outcome Popular ### First Notice of Loss (FNOL) Intake (https://mihu.ai/solutions/finance/fin-fnol) Capture a claim's initial details accurately and completely at first report, any hour of the day. Voice / SIP 95% FNOL captured completely on first contact Set up outcome Insurance ### Claims Status Update & Document Request (https://mihu.ai/solutions/finance/fin-claims-status) Keep claimants informed throughout the claims process and collect needed documentation proactively. SMS Email 90% claimants updated weekly on open claims Set up outcome Insurance ### Policy Endorsement / Change Request (https://mihu.ai/solutions/finance/fin-policy-endorsement) Process routine policy changes efficiently, routing anything needing underwriting review correctly. Voice / SIP 90% routine changes processed same-day Set up outcome Insurance ### New Policy Binding & Welcome Sequence (https://mihu.ai/solutions/finance/fin-policy-welcome) Get a newly bound policyholder oriented right after purchase, with a plain-language coverage summary. Email WhatsApp 40% 30-day check-in engagement Set up outcome Insurance ### Multi-Policy Bundle Opportunity Screening (https://mihu.ai/solutions/finance/fin-bundle-screening) Identify single-policy customers who may benefit from bundling — informational only, routed to a licensed agent. Voice / SIP 25% consultation-to-bundle conversion Set up outcome Insurance ### Claims Satisfaction Follow-up (https://mihu.ai/solutions/finance/fin-claims-satisfaction) Check in after a claim closes to capture satisfaction and catch any lingering process issue. Voice / SIP 85% closed claims followed up with Set up outcome Insurance ### Certificate of Insurance (COI) Fulfillment (https://mihu.ai/solutions/finance/fin-coi-request) Fulfill certificate of insurance requests quickly, matched exactly to the third party's requirements. Email 90% COI requests fulfilled within 4h Set up outcome Insurance ### Renewal Underwriting Information Update (https://mihu.ai/solutions/finance/fin-renewal-underwriting) Collect updated underwriting information ahead of renewal, flagging material changes for review. SMS Email -30% under-insurance risk from stale info Set up outcome Insurance ### Total Loss Settlement Coordination (https://mihu.ai/solutions/finance/fin-total-loss) Coordinate the practical logistics of a total loss settlement, including lienholder payoff, without touching the valuation. Email 85% settlements within carrier's target timeline Set up outcome Insurance ### Life Insurance Beneficiary Claim Support (https://mihu.ai/solutions/finance/fin-beneficiary-claim) Guide beneficiaries through the life insurance claim process with care, clarity, and appropriate escalation. Voice / SIP 95% documentation communicated clearly on first contact Set up outcome Popular ### New Client Onboarding & Account Opening (https://mihu.ai/solutions/finance/fin-client-onboarding) Coordinate the multi-step account opening process for new advisory clients, from e-signature through funding. Email 85% onboarding completed within target timeline Set up outcome Advisory ### Portfolio Review Appointment Scheduling (https://mihu.ai/solutions/finance/fin-portfolio-review) Keep the adviser's review calendar full and on schedule per each client's agreed cadence. Voice / SIP 92% clients scheduled per agreed cadence Set up outcome Advisory ### Required Minimum Distribution (RMD) Reminder (https://mihu.ai/solutions/finance/fin-rmd-reminder) Remind eligible clients of their RMD deadline in plain language, without calculating an amount. Email SMS 98% RMDs completed before deadline Set up outcome Advisory ### Life Event Trigger Check-in (https://mihu.ai/solutions/finance/fin-life-event) Reach out when a life event is mentioned or known, prompting a review conversation with the adviser. Voice / SIP 70% detected events resulting in a scheduled review Set up outcome Advisory ### Held-Away Account Aggregation Reminder (https://mihu.ai/solutions/finance/fin-account-aggregation) Encourage clients to link external accounts to the adviser's aggregation platform for a complete household view. Email 60% clients with all known accounts linked Set up outcome Advisory ### Client Document Vault Upload Reminder (https://mihu.ai/solutions/finance/fin-doc-vault) Get key estate planning and financial documents uploaded to the secure client vault. WhatsApp 70% vault completeness for active planning clients Set up outcome Advisory ### Fee Disclosure & Billing Question Handling (https://mihu.ai/solutions/finance/fin-fee-billing) Answer straightforward fee/billing questions accurately, without discussing investment performance or advice. Voice / SIP 75% fee/billing questions resolved without escalation Set up outcome Advisory ### Prospective Client Discovery Call Scheduling (https://mihu.ai/solutions/finance/fin-discovery-call) Convert prospective client inquiries into a booked discovery call with the right adviser. Voice / SIP 60% prospect inquiries booked to a discovery call Set up outcome Advisory ### Client Referral Program Activation (https://mihu.ai/solutions/finance/fin-client-referral) Turn satisfied advisory clients into a referral source with a natural, not generic, ask. Voice / SIP 35% referral-to-discovery-call conversion Set up outcome Advisory ### Market Volatility Client Communication (https://mihu.ai/solutions/finance/fin-volatility-comm) Proactively reach anxious clients during market volatility with firm-approved messaging, never specific investment advice. Email Voice / SIP 90% clients reached within 24h of a trigger Set up outcome Servicing ### Hardship Program Application Support (https://mihu.ai/solutions/finance/fin-hardship-support) Help customers experiencing financial hardship navigate the application process, without deciding eligibility. Voice / SIP Email 80% hardship applications completed in target timeline Set up outcome Collections ### Autopay / Payment Method Setup Assistance (https://mihu.ai/solutions/finance/fin-autopay-setup) Reduce future delinquency risk by helping customers set up automatic payments at natural moments. SMS WhatsApp -60% repeat delinquency vs. manual pay Set up outcome Servicing ### Dispute / Fraud Claim Intake (https://mihu.ai/solutions/finance/fin-dispute-intake) Take transaction dispute and fraud claims completely and accurately at first contact. Voice / SIP 95% disputes captured completely on first contact Set up outcome Collections ### Dormant Account Reactivation (https://mihu.ai/solutions/finance/fin-dormant-reactivation) Reactivate dormant deposit/investment accounts before they hit escheatment risk. Email Voice / SIP 25% reactivation rate Set up outcome Servicing ### Overdraft / NSF Notification & Resolution (https://mihu.ai/solutions/finance/fin-overdraft-notify) Notify customers of an overdraft/NSF event immediately, with same-day resolution where possible. SMS 40% same-day resolution rate Set up outcome Servicing ### Card Replacement & Activation Coordination (https://mihu.ai/solutions/finance/fin-card-replacement) Coordinate lost/stolen/expired card replacement and activation smoothly, blocking the old card immediately. Voice / SIP SMS 85% cards activated within 24h of delivery Set up outcome Servicing ### Statement / Tax Document Delivery Confirmation (https://mihu.ai/solutions/finance/fin-doc-delivery) Confirm customers actually received and can access required statements and tax documents. SMS Email 97% required documents confirmed delivered by deadline Set up outcome Collections ### Payment Plan Setup for Delinquent Accounts (https://mihu.ai/solutions/finance/fin-payment-plan) Set up structured payment plans for delinquent accounts within pre-approved standard parameters. Voice / SIP 65% payment plan completion rate Set up outcome Servicing ### Account Closure Request Processing (https://mihu.ai/solutions/finance/fin-account-closure) Process voluntary account closure requests completely and correctly, without pressuring retention. Email 95% closures processed within disclosed timeline Set up outcome Compliance ### Regulatory Disclosure Delivery & Acknowledgment (https://mihu.ai/solutions/finance/fin-disclosure-delivery) Deliver required regulatory disclosures and capture acknowledgment reliably, with a complete audit trail. Email 100% disclosures delivered within deadline Set up outcome Compliance ### Suspicious Activity Escalation (Non-Determinative) (https://mihu.ai/solutions/finance/fin-sar-escalation) Flag potentially suspicious account activity patterns to compliance — the agent never makes a SAR determination itself. Email 100% flagged patterns escalated in required timeline Set up outcome Compliance ### Know-Your-Customer (KYC) Periodic Refresh (https://mihu.ai/solutions/finance/fin-kyc-refresh) Collect periodic KYC refresh information required for ongoing regulatory compliance. Email Voice / SIP 95% due accounts refreshed within regulatory timeline Set up outcome Compliance ### Complaint Intake & Regulatory Routing (https://mihu.ai/solutions/finance/fin-complaint-intake) Capture formal client complaints completely and route them per the institution's required procedure. Voice / SIP 100% complaints acknowledged within required timeframe Set up outcome Compliance ### Beneficiary Designation Update Reminder (https://mihu.ai/solutions/finance/fin-beneficiary-update) Prompt clients to review beneficiary designations at appropriate life-event triggers. Email 60% flagged accounts reviewed within 60 days Set up outcome Compliance ### Recorded Line Consent & Disclosure (https://mihu.ai/solutions/finance/fin-call-consent) Ensure required call recording/consent disclosures are delivered and confirmed consistently, by jurisdiction. Voice / SIP 100% calls with correct disclosure delivered and logged Set up outcome Compliance ### Marketing Consent (Opt-in/Opt-out) Management (https://mihu.ai/solutions/finance/fin-marketing-consent) Maintain accurate, auditable consent records for marketing communications across every channel. Email 100% opt-outs applied across channels within 24h Set up outcome Compliance ### Annual Privacy Notice & Data Sharing Disclosure (https://mihu.ai/solutions/finance/fin-privacy-notice) Deliver the annual privacy notice and data-sharing opt-out options required by regulation. Email 100% notices delivered within required annual window Set up outcome Compliance ### Adviser License Renewal Tracking (Firm-Facing) (https://mihu.ai/solutions/finance/fin-license-tracking) Track and remind advisers/agents of their license and continuing education renewal deadlines, by state. Email 99% licenses/CE renewed before expiry Set up outcome Compliance ### Communication Preference & Accessibility (https://mihu.ai/solutions/finance/fin-comm-preference) Capture and honor client communication preferences and accessibility needs consistently across every interaction. Voice / SIP 98% recorded preferences honored across interactions Set up outcome No outcomes match your filters. Clear filters Why teams choose Mihu Never miss a lead Fill the calendar Recover revenue that's slipping away Cut cost-to-serve One layer across voice + messaging ### Apps this needs ### How it works ### Data sources ### What it targets