# Communication Preference & Accessibility — Financial Services AI agent | Mihu AI

Financial Services · Compliance

# Communication Preference & Accessibility

Capture and honor client communication preferences and accessibility needs consistently.

Set up this outcome

## Apps this needs

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

## How it works

Asks about and records communication preferences and any accessibility accommodation needed, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk, with multi-language support), written to the CRM.

Applies the recorded preference automatically across every future interaction.

Flags any interaction where the recorded preference couldn't be honored for an immediate fix.

Updates the preference record whenever the client requests a change.

## Data sources

CRM communication preference/accessibility record

## What it targets

Recorded preferences honored across interactions Target 98%

Accessibility-related complaints Target 0