Financial Services · Compliance

Communication Preference & Accessibility

Capture and honor client communication preferences and accessibility needs consistently.

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

  1. 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.
  2. Applies the recorded preference automatically across every future interaction.
  3. Flags any interaction where the recorded preference couldn't be honored for an immediate fix.
  4. 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