Convey provides a cloud‑native omnichannel platform that automates and orchestrates high‑volume customer communications for regulated enterprises such as utilities, finance, and healthcare. The solution integrates SMS, email, voice, chat and web channels with AI‑driven personalization, real‑time data connectors, and built‑in compliance engines for TCPA, HIPAA, FINRA and other mandates, while delivering audit‑ready logs and analytics dashboards.
Funding
Funding not disclosed
Founders
Product
Problem
Regulated service providers such as utilities, financial institutions, healthcare systems, insurers, telecoms, and public‑sector agencies must handle millions of customer interactions that are subject to strict compliance rules. Manual, siloed communication processes lead to delayed alerts, high call‑center volume, billing errors, and poor customer experience during critical events like outages or payment issues.
Solution
Convey delivers a cloud‑native, omnichannel platform that automates and orchestrates every step of the customer journey while embedding regulatory safeguards. The platform unifies SMS, email, voice, chat, and web channels, applying AI‑driven intent and preference modeling to personalize messages at scale. Integrated APIs and pre‑built connectors pull data from billing, CRM, outage‑management, and field‑service systems, enabling real‑time, context‑aware notifications and self‑service options. Built‑in compliance engines enforce TCPA, HIPAA, FINRA and other mandates, generating audit‑ready logs for each interaction. A unified analytics dashboard provides actionable insights and ROI metrics, allowing teams to continuously optimize outreach and reduce operational costs.
Target Audience
Primary customers are large‑scale utilities and other regulated enterprises (finance, healthcare, insurance, telecommunications, public sector) that require high‑volume, compliance‑aware customer communication workflows.
Features
- Omnichannel orchestration engine supporting SMS, email, voice, chat, and long‑code messaging with dynamic routing.
- AI‑powered personalization that selects channel, content, and timing based on customer intent, history, and preferences.
- Regulatory compliance module (TCPA, HIPAA, FINRA, GDPR) that automates consent management, opt‑out handling, and audit trail generation.
- Real‑time integration framework with pre‑built connectors for billing, CRM, outage‑management, and field‑service platforms (REST, SOAP, FHIR).
- Scalable cloud infrastructure capable of handling >150,000 messages per hour and 4,000 concurrent voice calls (HVCA).
- Virtual‑assistant and chatbot suite (Conversations) for 24/7 self‑service and automated issue resolution.
- Advanced analytics and reporting dashboard delivering KPI tracking, sentiment analysis, and ROI calculations.
- Secure data handling with end‑to‑end encryption, role‑based access controls, and SOC‑2 compliance.