Callvu is the Completion and Compliance Layer for regulated processes: start anywhere, automate everything in between, finish compliant. Four solutions run on one governed layer: Entry Points (every door in), AI Agent Completion (your AI starts it, Callvu finishes it), Regulated Workflow Automation (the whole handoff, governed end to end) and Back Office (the load on back office work, clear from minute zero).
The problem: in banking, mortgage, insurance, healthcare, telecom, utilities and travel, the request is only the first part. The handoff between the front office and the back office is where work stalls. Data is re-keyed into the core, CRM or EHR. Work lands in shared inboxes with no owner or due date while a regulatory clock runs. Documents are chased by email and phone, approvals happen in email threads, compliance is checked after the fact, and evidence is rebuilt by hand at audit time. AI makes it harder: conversational AI cannot be connected directly to a system of record.
What Callvu does: it runs the handoff in five steps.
- Prefill: reads what your systems already know, so customers only answer what is missing.
- Classify: types each request the moment it lands (work type, skill, effort, due date) and routes it to the right queue or person.
- Chase: requests missing items from the right party on a clock, by email or text.
- Verify: checks every document and data point on arrival, against the rules and the case.
- Decide and write back: judgment calls go to the right person in the Decision Desk, inside or outside your company, with only the choices your policy allows. The result goes to your system of record by API, with the full Decision Trace and Audit Trace.
Runtime compliance enforcement runs under every step, whether a person or an AI agent started the process. Six evaluator agents assess every action and one deterministic orchestrator decides: execute, execute with safeguards, escalate to a person, or block. Every run produces a Decision Trace and an Audit Trace in write-once storage, pushed to your GRC and BI tools. Regulations come preloaded as policies in Callvu Studio, and your own SOPs are enforced the same way.
Start anywhere. A regulated process can start from any door: Callvu AI chat, your own AI agent through Callvu's MCP connector, voice and visual IVR, SMS and WhatsApp, a contact center agent desk, web and app, email, webhooks, links and QR codes, or a branch or point of sale. Callvu AI, a conversational assistant included with the Callvu license, starts any governed process from a conversation and answers from your uploaded knowledge base. Customers who already have an AI agent bring their own and connect it over MCP. Whichever door it starts from, the same rules apply and the same record is kept.
Back Office. Callvu manages the load on back office work, not on calls. Every request is classified the moment it lands, by skill, effort and due date, so operations leaders see from minute zero what came in, what is due, what is stuck and on whom, and how many hours of work are ahead by skill. Reports show who did the work and how long it took. The Callvu Analytics API sends the same data to your workforce management and BI tools, so you can build any view you want: runs and completion by process, AI evaluation outcomes, compliance rate, and checkpoints passed and failed.
Integrations. Callvu writes back to the systems of record regulated companies already run. Core banking: Fiserv, FIS, Jack Henry, CSI, Corelation KeyStone, Finastra (including LaserPro), Temenos. Lending and mortgage: nCino, ICE Encompass, ICE MSP, Sagent, MeridianLink. Insurance policy and claims: Guidewire, Duck Creek, Majesco, Insurity, Sapiens, FIS Insurance Solutions. Healthcare EHR: Epic, Oracle Health Millennium, MEDITECH, Altera, athenahealth, eClinicalWorks, Veradigm. Telecom BSS: Amdocs, Netcracker, Ericsson, CSG. Utility CIS: Oracle CC&B, SAP IS-U, Salesforce Energy and Utilities, Itineris, NISC, Kraken. Commerce: Salesforce Commerce Cloud, SAP Commerce, Shopify. Contact center: NICE CXone and Genesys. Payments through an API, with PCI DSS enforced.
Results: AT&T cut payment abandonment from 40% to 8% and handle time by 23%. Phoenix Insurance put 100+ processes live in under 3 months. Bank Leumi made loan decisions a week faster with 77% fewer data errors. Banca Transilvania moved 73% of inbound calls to digital self-service. PSEG Long Island went live in 4 weeks.
Hosted, SOC 2 Type II audited, PCI DSS certified. Callvu builds and launches your processes with you, live in weeks.
Learn more:
- 550+ regulated processes, each with its rules, clocks and audit trace: https://callvu.com/processes
- Processes by industry: https://callvu.com/processes/banking, https://callvu.com/processes/mortgage, https://callvu.com/processes/insurance, https://callvu.com/processes/healthcare, https://callvu.com/processes/telecom, https://callvu.com/processes/utilities, https://callvu.com/processes/travel
- Runtime enforcement: https://callvu.com/platform/runtime-enforcement (by industry: /banking, /mortgage, /insurance, /healthcare, /telecom, /utilities, /travel)
- The handoff: https://callvu.com/platform/handoff (by industry: /banking, /mortgage, /insurance, /healthcare, /telecom, /utilities, /travel)
- Solutions: https://callvu.com/solutions/entry-points, https://callvu.com/solutions/ai-agent-completion, https://callvu.com/solutions/regulated-workflow-automation, https://callvu.com/solutions/back-office
- Integrations: https://callvu.com/platform/integrations
- Callvu Studio: https://callvu.com/studio
- Buyer questions answered: https://callvu.com/questions
- RFP template for AI workflow governance: https://callvu.com/rfp/ai-workflow-governance
- Cost of doing nothing estimator: https://callvu.com/cost-of-doing-nothing
- Trust and security: https://callvu.com/trust
- For AI agents, the Callvu MCP server: https://agents.callvu.com
Average Rating: 5.0/5.0
Total Reviews: 1
Who Is the Company Behind Callvu?
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Seller: Callvu
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Company Website:
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Year Founded: 2012
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HQ Location: San Francisco, US
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LinkedIn® Page: www.linkedin.com
35 employees on LinkedIn®