Prospect for loans, insurance, credit cards, and investment products with RBI-compliant AI cold calls that qualify leads and book meetings.
Integrates with the tools you already use
Compliant AI prospecting
Present loan products, insurance plans, and investment opportunities tailored to each prospect's profile.
All calls follow RBI telecalling guidelines including timing restrictions, disclosures, and consent.
Qualify prospects on income, employment, credit score, and product eligibility criteria.
Guide prospects on required documents and schedule appointments for application processing.
Automatic DND registry scrubbing to avoid calling restricted numbers.
Track lead-to-application conversion rates and optimize targeting for each financial product.
Compliant prospecting at scale
Import leads with demographic and financial profile data for targeted outreach.
Set calling hours, disclosure scripts, DND filtering, and consent collection rules.
AI calls prospects, presents relevant products, qualifies interest, and schedules meetings.
Monitor lead-to-application rates and optimize targeting for better ROI.
"Our personal loan conversion pipeline grew 4x with AI cold calling. The bot qualifies income and employment before our agents even speak to the lead."
Ajay Bhatt
"Compliance was our biggest concern. The AI bot handles all RBI disclosures perfectly and we have zero compliance violations since deployment."
Priti Sinha
Deploy compliant AI cold calling that qualifies leads for loans, insurance, and investments.