Smarter client contact with compliance baked in.
Payment reminders, dispute intake, VIP routing, and audit-ready transcripts in one desk. QOTBOT keeps your ledger clean while clients get instant answers.
TCPA & PCI Compliance
Built-in consent management and secure payment handling for regulatory peace of mind.
Intelligent Routing
VIP clients get priority treatment while disputes are logged and routed automatically.
Automated Follow-ups
Payment reminders and appointment scheduling with secure links and instant SMS delivery.
Recent Activity
Payment processed
Auto-debit reminder
Customer responded via SMS within 90 seconds
Advisory booked
Investment review
Calendar link sent, meeting confirmed
Identity verified
Account access
2FA completed, consent logged automatically
Complete financial communication suite
Automate client communications while maintaining compliance
Payment reminders with pay-now links
Automated SMS with secure payment links. Customers pay instantly without phone calls or portal logins.
Appointment scheduling
Let clients book consultations or advisory meetings directly from SMS. Syncs with your calendar automatically.
Dispute intake & routing
Capture dispute details via SMS, route to the right team, and maintain compliant audit trails.
VIP client routing
Priority routing for high-value clients. Intelligent call handling based on account status and history.
Compliance toolkit
Built-in compliance features to keep you audit-ready
Consent ledger
Track every SMS/voice touchpoint with built-in consent management and opt-out handling.
Audit trail
Exportable transcripts, agent notes, and timestamps for complete compliance documentation.
A2P registration
Helper tools and status tracker to ensure your messaging campaigns are properly registered.
Retention controls
Optional phrase redaction and configurable data retention policies for sensitive information.
How it works
Pre-configured workflows for financial services
Workflow automation
Inbound call or SMS → intent detection → payment reminder or scheduling → consent check → CRM update. Fully automated with human oversight where needed.
Template pack
Advisory check-ins, lending reminders with pay links, collections-light nudges with compliant copy variations. Pre-built and ready to deploy.
Case study
Regional credit union streamlined delinquent follow-up workflows while meeting TCPA audit requirements. Automated SMS reminders improved response rates and customer satisfaction.