Financial Services · AI Lead Qualifier
Qualify loan leads fast. Escalate humans for money decisions.
NBFC, lending, wealth advisors
Pains
- Lead forms pile up; officers call late
- EMI reminders via SMS with low open rates
- Compliance risk if language is wrong
Voice · live
- Outbound qualify loan/insurance enquiries
- Inbound receptionist for branch lines
- Payment reminder calls with human escalate
- Call notes to CRM
WhatsApp · soon
- Lead capture + product interest bot
- EMI / premium Utility reminders (polite, compliant)
- Document checklist on WhatsApp
- Human handoff for underwriting / disputes
- Never ask OTP / PIN / Aadhaar on chat
- Audit trail for conversations
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