AI support for lending and collections
Application status, EMI reminders, KYC follow-ups and policy servicing, on voice and WhatsApp, with consent, audit trails and human escalation built in.
22
Indian languages supported
100%
Conversations retained with transcript
24/7
Status and reminder cover
Pain points we solve
- —"What is my application status?" is the single largest call driver every month
- —EMI and premium reminders are manual, expensive and inconsistent across branches
- —Incomplete KYC quietly stalls applications nobody chases
- —Regulated conversations need records that a personal WhatsApp thread cannot give you
Platform features for this industry
Consent and opt-out honoured permanently
A refusal or a silence ends outbound contact for good. Opt-outs are stored per customer, not per campaign, so a later campaign cannot resurrect them.
Full transcript and recording retention
Every conversation is retained with timestamps and the agent version that handled it, so a dispute can be reconstructed rather than argued.
Grounded in your own circulars
Agents answer from the product sheets and circulars you upload. Outside that set they say so and hand over, instead of improvising a rate or a rule.
Hard escalation boundaries
Advice that needs a licensed human, such as investment suitability, settlement negotiation or hardship cases, is routed to a person by rule, not by the agent's judgement.
Before & after CallMissed
Before
Branch staff reading application status off a screen, one call at a time, in office hours only
After
Status, reminders and document chase handled around the clock; staff keep the conversations that need judgement
Sample end-to-end flow
Customer asks on WhatsApp or voice → AI reads live status from your system → resolves or chases the missing document → escalates regulated advice to a licensed human with the transcript attached.
Integrations
FAQ
Financial Services & BFSI questions, answered
Can the AI give financial advice?
No, and it is configured not to try. It handles status, servicing and reminders. Anything touching suitability, settlement or hardship is escalated to a licensed human by rule.
How are recordings and transcripts retained?
Every conversation is stored with its timestamps and the agent configuration that handled it. Retention windows are configurable per workspace to match your own policy.
Does it respect DND and opt-outs?
Yes. An opt-out is stored against the customer and honoured across every future campaign, not just the one that prompted it.
Ready to deploy?
Book a demo for your financial services & bfsi use case, or start free and connect WhatsApp in minutes.