AI Agents for Fintechs,
NBFCs and Advisors
Loan leads qualified in seconds, KYC documents collected without phone tag, EMI reminders that protect your book, and support that scales with your AUM - compliance-safe.
Where Fintechs Lose Borrowers
Onboarding drop-offs
Every extra day between application and sanction loses borrowers to faster lenders.
KYC document chase
Incomplete documents stall files for weeks - your ops team becomes a reminder call centre.
Collections friction
Late EMIs need timely, polite, consistent follow-up - manual calling does not scale with the book.
What the AI Agents Do
Lead qualification
Turnover, vintage, requirement, and bureau-safe pre-checks - qualified leads to your credit team in minutes.
KYC collection
Checklists, WhatsApp uploads, and escalating reminders until files are complete.
EMI reminders
Pre-due-date nudges with payment links - delinquency caught before it starts.
Support automation
Statements, foreclosure quotes, balance queries - answered instantly, compliantly.
Renewal and cross-sell
Top-up eligibility, insurance, and renewal offers timed to customer lifecycle.
Compliance guardrails
Approved templates only, full audit trails, RBI-conscious messaging throughout.
From First Call to Live in Weeks
Free funnel audit
We map application-to-disbursal and find the drop-offs.
Pilot: qualification + KYC
Lead and document flows live in 2-3 weeks.
Add servicing + collections
Support automation and EMI reminder flows.
Scale with the book
LOS/LMS integration and portfolio dashboards.
Frequently Asked Questions
Is this RBI-compliant for collections?
Reminder flows follow RBI fair-practice guidelines - approved language, respectful timing, full audit logs. Hard collections stay human.
Does it integrate with our LOS/LMS?
Yes - we integrate with common loan systems and CRMs; leads and documents sync automatically.
Data security?
Encrypted in transit and at rest, access-controlled, DPDP-aligned. We sign DPAs.
What does it cost?
Typically Rs 20,000-50,000/month depending on volume - a fraction of equivalent ops headcount. See the cost guide.
Faster Files Win the Borrower
Free 30-minute audit: we will find where your funnel leaks borrowers and show the automation ROI on your volumes.
Book Free Strategy CallRelated: NBFC · Insurance · Advisors · Rural fintech