Revolutionizing Financial Services Operations with AI

AI-driven solutions transforming financial services operations with efficiency, accuracy, cost savings, and measurable ROI.

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Operations Transformation

Transform financial services operations with AI to achieve unparalleled efficiency, accuracy, and cost savings. From customer service to lending, compliance, and wealth advisory, our AI-driven solutions streamline processes and expand operational bandwidth. Strategically implemented at department and sub-function levels, these innovations deliver measurable ROI and redefine operational excellence for financial institutions.

Customer Service

AI driven customer agent assist

Equip your customer service personnel with AI enabled, real-time assistance, thus yielding significant uplift of first call resolution. Get processes, policies, resolution mechanisms etc. – all in one place, instantly.

Complaints management and audit

For all logged customer-originated queries, issues and complaints, enhance resolution outcomes by performing AI-based auditing and SOP compliance monitoring of staff actions. Train personnel on improvement areas on customer support through feedback loops.

Analyze and refine customer facing communication

Leverage AI to improve contents of documents, to make them more readable, structured and easy to understand. Summarize key information for ease of use, resulting in customer engagement that remains rooted to the fundamentals sans excessive linguistics.

Lending

Credit assessment and risk management

Analyse underlying factors like past credit history, repayment behaviours, credit scores etc. to take informed decisions on risk-factors towards offering loans to customers.

Debt management and recovery optimization

Predict delinquency upfront basis transaction patterns, personalize repayment plans basis customer context, and enhance borrower engagement leading to better loan recovery ratios.

Loan portfolio monitoring

Perform pro-active analysis of product wise active loan portfolios, to derive key insights on customer patterns, improvement to product mix etc.

Wealth Advisory

Sentiment analysis

Leverage AI to gauge customer sentiment from interactions via calls, mails and logs. Tailor investment strategies basis investor risk assessment and varying preferences of clientele.

Enhance contextual customer advise

For portfolio mapping, analyze key indicators like market coverage/capitalization, stock price and volume movements, thus providing an informed recommendation on market sentiment.

Regulatory compliance

Transaction alerts investigation
and monitoring

Analyse underlying factors like past credit history, repayment behaviours, credit scores etc. to take informed decisions on risk-factors towards offering loans to customers.

AI propelled fraud detection and dispute investigation

Real time monitoring for potential fraud, decision making insights (High risk merchants, geolocation tagging etc). Adherence to stated regulatory and compliance norms, and automated reporting mechanisms.

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