RevolutionisingBFSIwith Agentic AI
Empowering Banking, Financial Services, and Insurance leaders to achieve unprecedented customer engagement and operational efficiency through advanced Agentic AI
The Powerof a Unified AI-Driven CRM Platform
Next Best Action IdentifiedProcess Auto-Optimized
- AI Agent
- KYC done
- Customer onboarding in progress...
Customer Service Transformation
Always-on, intelligent agents autonomously resolving over 80% of customer queries, ensuring seamless support.
Accelerating Sales Growth
Enabling Sales teams to drive growth with hyper-personalized insights and next-best action recommendations.
Automating Business Processes
Streamlining back-office workflows like KYC, claims processing, and customer onboarding with autonomous AI agents.
- Business Operations
- Intelligent Assist
- Quality Analytics
- Sales Operations
- “From 7 Days to 7 Seconds"
-The AI Revolution in Business Operations
Document Verification
Automate data extraction and updates, enable intelligent document processing for insights and summaries, and securely mask critical PII.
Traditional Process AI-Driven Process Form Fill & Upload ManualDocument ReaderDocument Verification Maker-Checker (2–3 days)AI-based OCR & eKYC with MaskingFraud Check ManualAI-based pattern detectionTAT 3–7 days<10 secondsCost per Request ₹80–₹100 (manpower/time)₹2–₹5 - Intelligent Assist
-How AI Elevates Every Customer Interaction
Communication Assistance – e-Mail
Identifies key email details, including inquiry intent, formality, and customer identity.
Adoption Analysis
Provides insights into AI adoption, agent feedback on AI-generated responses, and email types received.
Communication Assistance – Chat
Provides instant, multilingual responses to customer enquiries across channels, available 24/7 across time zones.
Communication Assistance – Phone
Provides real-time guidance and suggestions during calls to help agents respond faster and reduce hold times.
- “Ensuring Excellence, Every Step of the Way."
-The AI Revolution in Business Operations
Quality Analytics – Phone
Automatically analyzes calls to assess customer satisfaction, ensure protocol adherence, and maintain consistent support quality.
Quality Analytics – e-Mail
Enables configurable quality scoring across all email replies at both team and individual levels.
Communication Assistance – Chat
Provides instant, multilingual responses to customer enquiries across channels, available 24/7 across time zones.
- From Data Blindness to Revenue Brilliance: How AI Empowers Sales & RM Teams
-The AI Revolution in Business Operations
Sales or Customer Relationship Manager
Provides a 360° customer summary with sentiment, engagement effectiveness, and guidance on whether to take a sales or conservative conversation approach.
Outbound Call Sales Propensity
Predicts customer buying propensity from real-time sales conversations while automatically auditing calls for quality compliance.
Enterprise GPT – Data at your finger tips
Configurable to align with enterprise policies, with content filtering, PII protection, and responsible, ethical AI.
TangibleOutcomesof AI Transformation
Our solution also enables real-time SLA tracking and smart escalation, ensuring proactive issue resolution and unprecedented operational visibility.
- 0%Improvement in Customer Satisfaction (CSAT) scores.
- 0%Reduction in document processing costs.
- 0%Agent productivity increase through CXM.AI tools.
- 0%KYC tasks completed in under 2 minutes.