Automate Every Customer Touchpoint
From first contact to ongoing relationships, AI agents handle your most critical interactions with precision and empathy
Sales & Lead Qualification
Contact every inbound lead and pre-qualify them based on loan amount, credit profile, intent and more.
Re-engage aged leads with personalized campaigns that find serious buyers and book sales appointments.
Collections & Payment Recovery
Reach customers 3-5 days before their payment due date with gentle reminders, reducing delinquencies before they start and maintaining positive relationships.
Scale collection calls per month with consistent, compliant messaging without hiring additional staff or burning out your team.
Customer Support & Service
Resolve 65% of customer inquiries instantly from balance checks to transaction disputes while your human agents handle only the complex cases that need expertise.
Deliver after-hours and weekend support, ensuring customers get answers at all times.
Cross-sell & Upsell
Analyze behavior to spot customers ready for upgrades or investments and reach out at the right moment.
Turn every interaction into revenue by offering products tailored to each customer’s financial journey.
Trusted by Enterprises to Drive Outcomes
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Enterprise-Grade Security & Compliance
AI Agents for Financial Services
Most financial institutions go live in 4-6 weeks. The process includes integration setup, AI training on your products and processes, testing, and pilot launch. We can accelerate timelines for urgent use cases or start with a single use case for faster deployment.
Compliance is built into every conversation. Our AI agents follow pre-approved scripts, deliver automatic disclosures, and maintain complete call recording and audit trails. Real-time monitoring flags prohibited phrases, and all interactions are logged for regulatory review. We support RBI, FDCPA, TCPA, and other financial services regulations.
Yes. Our AI agents are trained on thousands of financial scenarios including loan applications, payment negotiations, and product comparisons. They can perform calculations, handle objections, and maintain context across multi-turn conversations. When needed, they seamlessly transfer to human agents with full conversation context.
We integrate seamlessly with your CRM, loan origination systems, core banking platforms, and communication tools. Integration typically takes 1-2 weeks and supports Salesforce, Zoho, FIS, Fiserv, Temenos, Twilio, and custom APIs. Our team handles the technical setup end-to-end.
The AI seamlessly transfers to a human agent with full conversation history, customer data, and the specific reason for transfer. Customers never have to repeat themselves. You can configure escalation rules based on complexity, sentiment, or specific keywords to ensure the right handoff every time.
All data is encrypted in transit and at rest with bank-grade security. We're PCI DSS Level 1 compliant, SOC 2 Type II certified, and follow zero-trust security principles. Payment information is tokenized and never stored directly. Data residency options are available for India, US, and EU.