Finvi Integration

One connected workflow for faster, compliant revenue recovery

Recovering revenue isn’t about working harder; it’s about removing the friction between the systems your teams already rely on. The integration between ClearTouch’s cloud contact center platform and Finvi’s revenue-recovery platforms links conversations with accounts, payments and case data, so agents stop toggling between screens and start closing more accounts.

Finvi brings four decades of technology for accounts receivable management (ARM), healthcare revenue cycle management (RCM) and financial institutions, across platforms like Artiva RM, Artiva HCx, Velosidy and Katabat. ClearTouch brings the omnichannel cloud contact center that include voice, SMS, WhatsApp, email and chat.

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Why this integration matters for Indian operations

India sits at the centre of global collections and revenue-cycle delivery. BPOs and recovery agencies here service overseas portfolios, particularly US healthcare and ARM books, that run on Finvi, while domestic BFSI lenders and hospitals face pressure to recover faster and stay compliant. For both, disconnected tooling costs the same: idle agent time, manual re-entry, reconciliation headaches, and compliance exposure. Connecting ClearTouch with Finvi closes that gap, where account data flows into the dialer, outcomes flow back, and payments stay in sync.

Speed that scales

ClearTouch is quick to configure and run, with no limits on line capacity. As portfolios grow or campaigns spike, you scale up or down on demand, and pay only for what you use, with no long lock-in contracts.

Less effort, more recovery

Agents don’t waste time re-keying details or searching across tabs, increasing right-party contacts per hour and reducing idle time on every shift.

Hassle-free setup

The integration is designed to deploy without a long, disruptive IT project. You connect the systems your teams already know, keep your existing Finvi workflows intact, and get to value quickly.

Compliance You Can Stand Behind

Compliance is where this integration earns its keep in the Indian context. ClearTouch carries a robust compliance toolkit, including Natural Language Compliance and List Management Services that lets managers build rules tailored to the regulations you operate under. When that toolkit sits alongside Finvi’s compliance-minded case and payment workflows, you get consistent guardrails across the entire customer interaction.

An integrated stack helps you uniformly apply the requirements of the DPDP Act, TRAI’s 140 and 160 rules, and RBI’s Fair Practices Code, log interactions for audit, and reduce human error that leads to violations, rather than relying on agents to remember the rules call by call.

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Built for Results

The point of joining these platforms isn’t neat architecture; it’s measurable performance. With reliable, cloud-based infrastructure and significantly less downtime, your agents stay productive. Smart scheduling and automated data flow mean that more of every shift is spent on live, meaningful conversations rather than administrative overhead. The outcome is higher agent utilization, better contact rates, and faster resolution on the accounts that matter most.

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What You Get With ClearTouch + Finvi

Check out all the benefits for your business.

Omnichannel engagement

Reach customers on the channel they actually respond to, such as voice, SMS, WhatsApp, email, or chat, with a unified view of every interaction, so conversations pick up where they left off regardless of where they started.

Unified reporting and insight

Bring contact center activity and recovery performance together. Real-time dashboards, voice analytics, and business intelligence turn day-to-day activity into trends you can act on, across teams, campaigns, and clients.

Smarter payments and self-service

Pair Finvi’s payment capabilities with ClearTouch’s inbound IVR and payment options so customers can resolve balances on their own terms, while reconciliation and account updates stay automated behind the scenes.

Who Benefits From the Integration?

This integration is built for organizations where conversations and revenue recovery are tightly linked. In India, that includes third-party collection agencies and ARM outsourcers servicing domestic and international portfolios; banks, NBFCs, and fintech lenders managing retail credit recovery; healthcare RCM providers and outsourcers handling billing, claims, and patient balances; and BPOs running collections or customer-service programs for global clients.

Powerful Tools, Dependable Support

Beyond the technology, you gain ClearTouch’s training, dedicated support, and a transparent, pay-per-use model that keeps your cost of ownership low and your return on investment high. For Indian operations balancing growth, margin, and regulatory scrutiny, the combination of an integrated platform and a hands-on partnership turns a software decision into an operational advantage.

Frequently Asked Questions

What is the benefit of integrating Finvi with ClearTouch?

The integration connects Finvi’s revenue-recovery platforms with ClearTouch’s cloud contact center, so account data, outcomes, and payment information flow automatically between them. The result is less manual data entry, more productive agent time, higher right-party contact rates, and faster, more consistent revenue recovery, all from a single, joined-up workflow.

Does the Finvi integration support real-time communication updates?

Yes. Account and interaction data syncs between the two systems, so agents work from current information, and outcomes from conversations are reflected back into the system of record. Real-time dashboards and reporting give managers an up-to-date view of activity and performance as it happens.

Can Finvi integration help improve compliance and security?

It’s designed to. ClearTouch’s compliance suite, including Natural Language Compliance and List Management Services, lets you build rules aligned to regulations such as the DPDP Act, TRAI’s calling guidelines, and the RBI’s Fair Practices Code. Combined with Finvi’s compliance-minded workflows, this helps standardize guardrails, maintain audit-ready records, and reduce human error that underlies most violations.

Which industries can benefit from Finvi integration with ClearTouch?

It’s well-suited to third-party collection agencies and ARM outsourcers, banks, NBFCs, and fintech lenders, healthcare RCM providers and outsourcers, and BPOs running collections or customer-service programs, especially Indian operations servicing both domestic and overseas portfolios.

Does Finvi integration support omnichannel customer engagement?

Yes. Through ClearTouch, you can engage customers across voice, SMS, WhatsApp, email and chat with a unified view of every interaction, so customers can move between channels without losing context, while recovery activity stays connected to Finvi behind the scenes.

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