BFSI voice AI
Automate collections, servicing, and support with DPDP- and RBI-aware agents that escalate sensitive cases to your team.
Banks, NBFCs, and fintechs juggle collections, onboarding, and service requests across huge customer bases where every missed follow-up costs recovery or trust. Inbotiq automates these regulated conversations at volume, keeps a defensible record of each one, and brings in a human the moment a case turns sensitive.
The challenge
Every unanswered call is a customer questioning your trust
Collections, onboarding, and servicing depend on reaching huge volumes of customers on time, yet manual calling is slow, inconsistent, and hard to audit. A missed reminder becomes a delinquent account, and a compliance gap becomes a real liability.
Peak-hour queues frustrate callers
Loan, card, and account queries spike faster than staffed lines can absorb, and hold music quietly erodes hard-won trust.
Manual verification slows everything
KYC checks and identity questions turn simple requests into long, repetitive, error-prone calls.
After-hours money worries go unanswered
Customers worry about payments and fraud at all hours — exactly when branches and call centres are closed.
The solution
A secure voice agent that answers, verifies & resolves
Inbotiq handles routine banking conversations end to end — authenticating callers, answering balance and payment questions, and taking action — while escalating anything sensitive to a human with full context.
Answers in seconds, 24/7
No queues, no hold music — every customer gets an immediate, consistent response.
Verifies identity safely
Runs your KYC and authentication steps before sharing any account detail, with a full audit trail.
Escalates the sensitive stuff
Disputes, fraud, and complex cases are routed to the right team with the conversation already captured.
How it works
From secure hello to resolved query
One banking call, handled end to end — authenticated, understood, actioned, and escalated only when a human is truly needed.
Answer & authenticate the caller
The agent picks up instantly and runs your identity and KYC checks before anything else — securely and consistently, every time.
Capabilities
Everything the agent handles for you
Purpose-built for how bfsi teams actually work — from first response to a resolved outcome.
Snapshot
See every call in one live dashboard
Track pickups, missed calls, hang-ups, timeouts, and success rate for every automated outreach — scoped to your organisation and refreshed as calls complete.
Vaanee Control Center
Turn your Google Sheet into a live feed using our call workflow. Configure it once and let Vaanee handle thousands of outbound calls automatically.
Performance Dashboard
Monitor pickup trends, latency, and error rates for every automated outreach. Data is scoped to your organization and refreshes as new calls complete.
Last updated 5 Jul 2026, 6:56 PM
281
Calls initiated by Caller AI
244
Responses captured
37
Missed calls
216
Caller cancelled
0
Exceeded response window
99.9%
Server supplied conversion rate
Last 7 Days Usage
Daily call volume completed by Caller AI.
Benefits
Built for BFSI teams
More conversations captured, more work automated, and more time back for the people who move the business forward.
Recovery on schedule
Reaches borrowers ahead of due dates and after slippage with clear, courteous repayment prompts.
Audit-ready dialogue
Logs every KYC, onboarding, and service call with a full transcript ready for compliance review.
Sensitive-case routing
Detects distress and dispute signals and transfers to a trained officer with the context intact.
Integrations & automation
Fits the stack your team already runs on
Connect your systems in minutes — then let the agent automate the follow-up, scheduling, and reporting in the background.
Core banking & CRM
Connect your core systems and CRM so the agent reads and writes the right customer context.
KYC & compliance logging
Every interaction is authenticated, transcribed, and logged for audit and regulatory review.
Payment & EMI reminders
Automated, polite outbound reminders that lift on-time collections without a call centre.
Call analytics & audit trail
Outcome, sentiment, and resolution data feeding your dashboards and compliance reports.
Outcomes
What always-on service delivers
Indicative of what banking and financial teams see when routine calls are answered and resolved instantly.
Frequently asked questions
Is it compliant for regulated financial calls?
Every call follows your approved script, honours DNC preferences, and is transcribed and logged so the interaction is audit-ready.
Can it handle EMI and payment reminders at scale?
Yes. It runs reminder campaigns across thousands of accounts in parallel, shares payment options, and confirms intent.
What happens with a dispute or distressed customer?
It detects distress and dispute signals and transfers the call to a trained officer with the full context attached.
Can it respect DNC and consent rules?
Yes. Every campaign honours DNC lists and consent preferences, and follows the approved script for regulated conversations.
Does it integrate with our loan or core banking system?
It connects to your systems to pull account and due-date data and to write back call outcomes and payment intent.
Give every customer an instant, secure answer
Deploy a compliant Inbotiq voice agent for your contact centre — authenticating, answering, and resolving from day one.