Banking, Financial Services & Insurance

Faster, compliant outreach for lenders and insurers

Loan, card and insurance teams use our dialers and AI voice bots to qualify applications, run verification and renewal calls, and keep a complete, auditable record of every conversation.

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  • Loan-lead qualification bots
  • Verification & renewal campaigns
  • Progressive dialing
  • Complete call audit trail

Live AI voice-bot demo

Talk to our bfsi / lending voice bot — right now

Checks eligibility basics — employment, income, amount, city — and hands hot leads to an RM.Click the button, allow your microphone, and play the customer. It's the same engine we deploy on live phone lines, with this demo using a sample company.

  1. 1Introduces the loan offer
  2. 2Asks employment type & income range
  3. 3Captures amount & city
  4. 4Schedules a relationship-manager call
  • Pre-qualified leads for RMs
  • Never asks for OTP / card data
  • Consistent, compliant pitch
See all industry voice bots

BFSI / Lending · Outbound

Arjun · QuickFin (demo)

Ready when you are

You play the customer. Try saying:

“I'm salaried, need 5 lakh”“Interest rate kya hai?”“Not interested”

Hinglish · English · Hindi2-min demo · uses your microphone · audio is processed live by our AI provider and not stored by NSSSoft

High lead volumes, strict rules

Fintech and NBFC funnels produce thousands of applications a day, most of which need a quick qualification call. Doing that manually is slow and expensive; doing it carelessly creates compliance risk.

Automation handles the first conversation consistently, while agents focus on applicants who are eligible and interested.

How It Works

Qualify, verify, convert

01

AI first call

A voice bot confirms interest, loan type, amount range and basic eligibility signals like employment type and city.

02

Agent follow-up

Qualified applicants move to agents via progressive or preview dialing with the bot's notes.

03

Verify & document

Verification and renewal campaigns run with scripted CRM forms and recordings.

Features

Built for regulated sales

Qualification bots

Consistent, scripted first calls that never ask for OTPs, PINs or card numbers.

Predictive & progressive

Choose throughput or zero-abandon dialing per campaign.

Scripted CRM forms

Campaign-specific fields and dispositions keep data structured for audit.

Renewals & cross-sell

Scheduled campaigns for policy renewals, top-ups and card upgrades.

Recording & retrieval

Every call recorded and retrievable by lead, agent or date.

Multi-team & partners

Separate tenants or teams for DSAs, partners and in-house units.

Compliance & Security

Compliance for financial services

Bots never collect OTPs, PINs, CVVs or full card numbers
Calling windows and DND scrubbing enforced
Complete recordings for grievance and audit
Role-based access and number masking
Fair-practice scripting aligned with RBI guidelines
DPDP Act 2023-aligned consent and retention

FAQ

Common questions

Can the bot check eligibility?+
The bot captures eligibility signals (income type, city, amount) and can call your APIs for pre-checks; final decisions stay with your systems and staff.
Is sensitive data collected by the bot?+
No. Bots are instructed never to ask for OTPs, PINs, CVVs, passwords or full card numbers.
Can calls be routed to DSAs or partners?+
Yes. Multi-tenant and team scoping let partners work their own leads without seeing others'.
Can we host on our own infrastructure?+
Yes, on-premise and private-cloud deployments are supported for data-residency requirements.
Can we try a loan bot?+
Yes — the live demo on this page lets you talk to a sample loan-enquiry bot.

Related

Debt Collection Progressive Dialer All AI Voice Bots

Get Started

Qualify every application, compliantly

Tell us about your funnel — we'll show a bot and dialer flow for it.

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