Case study

Nova Finance

A fintech collections team automated payment reminders, promise-to-pay capture, and risk escalation across WhatsApp and voice.

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Challenge

Nova Finance managed high-volume delinquency conversations across multiple tools. Agents spent most of the day sending reminders, checking payment intent, and manually updating CRM records instead of focusing on high-risk accounts.

Solution

CleverStack unified WhatsApp, SMS, and voice into one workflow. AI agents handled reminders, captured promise-to-pay dates, paused journeys when customers responded, and escalated only sensitive or high-value accounts to human agents.

Results

41%

lower collection cost

2.3x

agent capacity

68%

conversations automated

CleverStack gave us a cleaner way to run collections without adding headcount. The team now focuses on the accounts that actually need judgment.

Anika Mehra · VP Operations, Nova Finance

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