Bud's blog and key insights

The API-driven future of collections and debt recovery

Written by Brandon Wallace | Sep 20, 2023 12:00:00 PM

Debt collection is an important yet often challenging part of the lending lifecycle. As more lending and credit services become digital, modern APIs are empowering smarter, more effective debt recovery while improving the debtor experience.

In fact, APIs are transforming collections and creating new win-win outcomes for lenders and customers; they can be used to automate debt collection processes, improve communication with debtors and ensure regulatory compliance.

The drawbacks of traditional collections

Legacy debt collection practices are ripe for disruption and without data insights, collectors lack context about the debtor’s financial situation. Methods like cold calling and sending sternly worded letters may recover some debts but are inefficient and can often alienate customers instead. 

Key pain points of traditional collections include:

  • Impersonal, one-size-fits-all approaches appear robotic and uncaring – damaging customer relationships long-term.
  • Limited data about a customer’s income and expenses is leaving collectors in the dark about affordability and which collection strategy is best.
  • Lack of digital communication channels in a world where calls are invasive and expensive for debt collection teams, and letters are easily ignored.
  • Low recovery rates stemming from stern demands failing to address reasons customers can’t pay, leading many to avoid engaging.
  • The negative brand impact from aggressive collection tactics has long generated ill will toward the lender.

This status quo is ineffective and needs upgrading to the digital age. API-enabled collections can address these shortcomings through data insights and automation.

The API imperative for digital debt recovery

While the use of APIs to improve debt collection is not explicitly regulated in the UK, collectors must be regulated by the FCA and comply with laws, including strict rules about how they can communicate with debtors.

Used ethically, data and automation can drastically improve results and experiences on both sides. So what are some vital ways APIs can improve collections while maintaining customer trust?

  • Accessing financial data APIs for insights into affordability and willingness to pay. This contextualises the situation and helps create repayment plans within the debtor’s means.
  • Automating multichannel digital communications across SMS, email, messenger apps and web portals to conveniently reach customers.
  • Providing self-service portals with flexible repayment options. Customers engage on their terms.
  • Integrating with payments APIs to accept instalments. Frictionless digital payments increase on-time settlements.
  • Updating credit bureau data instantly when debts are repaid, helping customers rebuild credit.
  • Analysing transactions to spot potential problems and intervene early before accounts become delinquent.
  • Detecting potential undeclared vulnerabilities to ensure appropriate and compassionate collection strategies.
  • Exchanging data between lenders, collectors and credit reference agencies to minimise duplicate contacts.

Let’s examine some API use cases in more detail.

Affordability assessment with financial insights APIs

AI-powered financial insight APIs allow ethical access to transactional data from bank accounts and credit accounts with the customer’s consent. This provides collectors with a holistic overview of regular income, outgoings and any extenuating circumstances like medical expenses or unemployment. Analysing transactions and account balances over time indicates the customer’s disposable income and accurate ability to repay.

Collectors can assess affordability and then offer tailored repayment plans at amounts the consumer can realistically afford, because verbal income and expenditure aren’t always accurate. This data-driven approach works to improve repayment rates and reduce defaults through precision.

The right insights pave the way for good faith negotiations to protect credit ratings and prevent further late fees and interest.

Omnichannel digital communications via APIs

Gone are the days of relying solely on phone calls and postal mail. Modern consumers expect digital communication channels to cater to their lifestyles. 

Leveraging APIs, leading collectors now deliver timely notifications and reminders via:

  • SMS and in-app messaging
  • Email
  • Web portals with self-service options
  • Chatbots providing instant responses to common questions

SMS and in-app messaging make it easy to send bite-sized reminders and alerts customers can quickly digest on mobile devices. Push notifications encourage prompt responses, while data tracking confirms messages are opened.

For lengthier correspondence, email bridges the gap between physical letters and mobile messaging, especially as customers appreciate having a searchable reference of payment plans, due dates, status updates and other key information.

Self-service web portals give debtors 24/7 access to review agreements, make payments, set up instalments and communicate with agents at their convenience. Chatbots handle common FAQs for quick resolutions without wait times.

Omnichannel collections powered by APIs provide a modern, mobile-friendly experience while giving lenders more control and visibility – with customers preferring this non-intrusive digital engagement delivered at the most convenient time for them.

Flexibility and convenience with payments APIs

Missed payments and defaults often stem from avoidable friction in the repayment process and integrating seamless payments via API alleviates these hurdles. 

Options like push-to-debit for bank transfers, stored payment methods and pay-by-link remove obstacles capable of derailing consumers dealing with collections. Key benefits include:

  • Bank debit APIs for instant one-time and recurring payments from the debtor’s account. Near-instant transfers provide convenience and control.
  • Stored card APIs to securely collect instalments without repeatedly asking customers to input their details
  • Digital wallets like PayPal debit repayments from the customer’s balance or linked accounts.
  • Click-to-pay URLs to settle invoices online in a couple of clicks from anywhere. No complicated multi-step checkout forms.
  • Partial payment support and instalment plans broken into digestible amounts, improving affordability.
  • One-click reminders to retry failed payment attempts. Preserves momentum.
  • Mobile optimisation for convenient payments from smartphones and tablets.

With streamlined digital payments, there are no more gaps between agreeing to terms and settlers following through. Payment APIs ensure agreed-upon funds can be collected quickly and easily per agreed-upon terms.

Early intervention strategies via transaction monitoring APIs

The best way to deal with delinquent accounts is to prevent them from reaching such a state in the first place. Analysing transactions via APIs allows lenders to detect signs of trouble early and apply preventive measures.

Looking at income, spending patterns and cash flow over time offers insights into emerging financial difficulties the customer may face. For example, a steadily increasing credit card balance paired with withdrawals exceeding deposit amounts could signal accumulating debt.

With this data, lenders can act proactively through:

  • Outreach about financial coaching resources and budgeting tools
  • Temporary lower payments and credit line decreases
  • Waiving fees or interest to provide temporary relief
  • Affordable repayment plans on an emerging balance

This empathetic outreach improves trust and often helps customers get back on solid footing, with the goal being to avoid situations where unpayable debts pile up through a lack of transparency. Customers also learn financial responsibility when given help, not just penalties.

APIs enable monitoring of individual transactions for patterns suggesting a proactive touch is warranted. This ethical use of data promotes collaboration, not confrontation.

Automated referrals for at-risk accounts 

Despite best efforts, some accounts inevitably reach the danger zone for potential default. Having an automated referral system in place is critical to minimise losses.

Leveraging AI and machine learning algorithms, lenders can create rules to identify severely delinquent accounts unlikely to recover without intervention – allowing individual accounts to be automatically routed towards the best potential outcome; for example:

  • Assignment to early-stage collections for urgent outreach. The quicker outreach begins, the better the outcome.
  • Analysis by a team specialising in long-overdue accounts requiring dedicated pursuit.
  • Flagging for the potential sale of bad debt to a recovery specialist better equipped to collect in extreme cases.
  • Proactive credit reporting updates to avoid further damage upon default.
  • Referral to law firms when legal action becomes necessary is an absolute last resort.

Automated referrals powered by APIs ensure cases requiring specialised strategies get proper attention fast without wasting time. This streamlines coordination between the creditor, collectors and credit reference agencies.

The win-win future of debt recovery with APIs

Appropriately used, API-driven collections strategies create more positive outcomes for creditors and consumers than antagonistic traditional methods.

Consumers benefit through:

  • Payment plans tailored to disposable income, not arbitrary demands
  • More control over repayment methods and timing
  • Transparent reporting rewarding good financial behaviour 
  • Credit score protection
  • Outreach providing support, not just penalties
  • Privacy controls over what data is accessed and how it’s used

Meanwhile, creditors see:

  • Increased repayment rates and lower defaults through data-backed engagement 
  • Reduced collection costs through automation of routine tasks
  • Faster debt resolution from digital payment convenience
  • Improved brand perception through compassionate customer treatment
  • Higher customer lifetime value as relationships are preserved

Open banking and AI will continue opening possibilities to use data ethically while enhancing experiences on both sides of the table – this time for creditors and consumers alike. The future looks bright for technological innovation, transforming debt recovery into a collaborative process, not an adversarial one.

Contact us to learn more about how Bud’s transaction AI can transform your collections and debt recovery processes!

Schedule a Demo!