Automate account queries, loan follow-ups, and payment reminders while maintaining compliance and great CX.
Routine Calls Automated
Lower Call Center Costs
Faster Response
Improved NPS
Built for banks, NBFCs, and financial institutions
Securely handle balance checks, recent transactions, and general account questions.
Pre-qualify prospects, explain documentation, and route high-intent leads to your teams.
Automated outbound calls for EMI reminders, due dates, and follow-up on missed payments.
Resolve high-volume routine queries without human agent involvement.
Handle time-sensitive questions even outside branch or contact center hours.
Use approved scripts for disclosures, KYC steps, and policy explanations.
Reduce call center costs while improving service
Lower Call Volume
Automate routine account questions
Higher First-Call Resolution
Quick answers from the AI
Scalable Support
Handle spikes without extra headcount
Consistent Compliance
Standardized approved scripts
Instant Answers
No waiting on hold
Always Available
Support beyond branch hours
Clear Next Steps
Guided instructions for loans and services
Proactive Reminders
Never miss an EMI or due date
From incoming call to resolved query
Caller Connects
AI greets and understands the intent
Authenticate (If Needed)
Uses OTP or other flows for sensitive data
Resolve or Route
Answers, updates, or connects to the right team
Log & Analyze
Capture insights and call outcomes for reporting
How AI handles everyday banking and lending calls
EMI Reminder & Support
Caller:
"I got a call about my EMI, can you tell me how much I need to pay?"
AI:
"Sure, I can help with that. I'll first verify your identity and then share the due amount and due date with you."
Loan Application Follow-Up
Caller:
"What is the status of my personal loan application?"
AI:
"Let me check that for you. After a quick verification, I'll share whether it's in review, approved, or if we need any additional documents."
Contact centers that scaled without extra headcount
"We automated a majority of routine balance and EMI calls, freeing agents for complex cases and sales."
60% Call Deflection
NBFC
Operations
"Payment reminder calls are now fully automated with better consistency and tracking than manual dialing."
Fully Automated Reminders
Retail Bank
Collections
"Customers get answers instantly, and our quality and compliance metrics have actually improved with AI."
+20% NPS
Digital Bank
Customer Experience
Common questions from banks and financial services
Yes. You control what the AI can access and say. For sensitive operations, the AI can authenticate callers via OTP or route them to secure human-assisted workflows while still handling general questions and guidance.
The AI can integrate with your APIs to fetch balances, show loan status, or update CRM data, depending on your security policies and architecture.
You provide the approved language for disclosures and regulatory messaging. The AI uses those exact scripts and ensures every required disclosure is delivered consistently.
Yes. The AI can be configured for retail banking, credit cards, loans, insurance cross-sell, and more, with different journeys for each product.
We support multiple languages and accents, depending on your region and customer needs. You can configure which languages are available to callers.
AI Voice Assistant works across many sectors
See how AI can automate banking and financial services calls without compromising experience.
Real demo calls showcasing low latency and natural conversations in multiple Indian languages
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Open in Drive60% cheaper than Retell AI & Vapi - start from ₹6/min