Use Case/Promise-to-Pay Tracking & Follow-Up Conversations
Use case
Banking

Promise-to-Pay Tracking & Follow-Up Conversations

The Challenge

Promises get lost when tracking is manual.

But here is the real problem:

Agents jot notes in silos.

As a result:

No one knows which promises were kept.

Follow-up dates are missed.

As a result:

Recovery windows slip and break rates rise.

The Approach

We treated every promise as a micro-commitment with automated care.

1

Timestamped commitments drive better compliance.

2

Friendly reminder before the promise date reduces misses.

We needed a solution that could:

1

Capture promise details uniformly.

2

Automate reminders and accountability workflows.

The Solution

A promise engine that remembers for you.

1

Structured Capture

Stores amount, date, and channel of promise.

2

Pre-Due Nudges

Calls/SMS one day before the promised date to confirm.

3

Escalation Paths

Routes broken promises to supervisors with history.

The Impact

Recovery lift:

23%

more promises honored on time.

18%

reduction in manual tracker spreadsheets.

Collections teams trust the data and intervene only when needed.

Result? Commitments kept without chasing notebooks.

Predictable follow-through improves cash flow.

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