FICX

No-code agentic CX platform for compliant workflow completion across digital and voice channels

Customer Engagement Growth Series B

Overview

Callvu (formerly FICX, originally CallVU) is a no-code customer experience automation platform serving insurance carriers, financial services firms, and other regulated enterprises. The platform enables organizations to digitize and automate multi-step customer workflows across web, mobile, chat, voice, IVR, and contact center channels, with a specific focus on compliant transaction completion.

The platform operates a dual-completion model: UI Completion delivers visual micro-applications for customer-facing steps such as identity verification, document signing, consent capture, and payment processing; Backend Completion leverages Model Context Protocol (MCP) integration to trigger deterministic, auditable system updates in core platforms such as policy administration, CRM, and billing systems. Business teams can generate compliant workflows from prompts, scripts, and PDFs using Callvu Studio, a no-code drag-and-drop builder launched in 2024.

Founded in Israel in 2012 by Dr. Ori Faran and co-founders, the company raised USD 11M across a Series A (2016) and Series B (2021), with backing from NAventures (National Bank of Canada CVC) and Prytek, a technology group focused on financial services and insurance. Named enterprise customers include AFLAC, AT&T, U.S. Bank, and DirecTV, with cited results including a 73% shift of call center traffic to digital self-service at AT&T.

Products & Services

Callvu Studio

A no-code workflow orchestration platform that allows business teams to convert prompts, scripts, and PDFs into compliant digital workflows. Includes a drag-and-drop AI assistant for rapid CX workflow generation introduced in 2024. Workflows can be deployed in hours rather than months. Targeted at operations, compliance, and digital transformation teams.

Key Features

Prompt-to-workflow generation using generative AI
Drag-and-drop AI builder for rapid CX workflow creation
Multi-channel deployment: web, app, SMS, WhatsApp, RCS, IVR, contact center
Business-team-owned configuration without developer dependency

Target Users: Operations and digital transformation teams inside insurance carriers and enterprise financial services firms

UI Completion (Visual Micro-Apps)

Web-based micro-applications delivered in-channel that handle customer-facing transaction steps without agent handoff. Covers confirmation, identity verification, document upload and signing, payment processing, and consent capture.

Key Features

Channel-native delivery: chat, voice, SMS, WhatsApp, RCS, contact center
In-channel document signing and consent capture
KYC/AML-ready identity verification
No agent handoff required for transaction completion

Target Users: Customer service, claims, and digital product teams

Completion and Compliance Layer

A real-time compliance enforcement engine that governs AI-initiated and agent-initiated transactions at the point of execution. Produces immutable, field-level-encrypted audit logs and deterministic execution paths suitable for regulated-industry compliance.

Key Features

Real-time compliance enforcement at transaction execution
Immutable audit logs with field-level encryption
Support for payments, billing changes, KYC/AML, scheduling, claims intake, and account updates
SOC-grade audit trail for regulatory review

Target Users: Compliance, risk, and operations teams

Backend Completion (MCP Integration)

MCP-enabled backend execution layer that allows AI agents to safely trigger updates in core enterprise systems with governance and audit trail. Integrates with CRM, billing, and policy administration platforms.

Key Features

Model Context Protocol (MCP) integration for agentic workflows
Deterministic backend execution with full auditability
Pre-built connectors for CRM, billing, and policy systems
Governance layer for AI-initiated backend actions

Target Users: IT architects and AI implementation teams

Callvu AI Elements

Generative AI building blocks launched in 2024 that allow companies and developers to incorporate AI capabilities into digital customer service flows. Enables natural language workflow generation and AI-assisted CX design.

Key Features

Natural language workflow generation
Embeddable AI building blocks for existing digital flows
Developer and business-team access points
Integration with existing channel infrastructure

Target Users: Product teams and developers building customer-facing AI workflows

At a Glance

Founded: 2012
Headquarters: Covina, CA, USA
Employees: 11-50
Funding: Series B

Category & Focus

Category: Customer Engagement
Subcategories: Digital Self-Service CX Workflow Automation AI Completion Layer
Insurance Verticals: P&C Personal P&C Commercial Life & Annuity Health Group Benefits
Target Customers: Carriers, TPAs