AI for financial services

Industry · Financial services

Fintech moves fast but can't afford to be loose. We build support copilots, KYC flows and fraud-aware automations with audit-friendly guardrails — AI you can put in front of regulated workflows.

What we build for fintech

Support copilots that answer customer queries from your real policies, with escalation built in.
KYC & onboarding flows with document extraction and verification automation.
Fraud-aware automations — anomaly alerts routed to the right desk in seconds.
Audit-friendly guardrails — PII redaction, prompt-injection defence, and logged, reviewable outputs.

AI you can defend in an audit

Every LLM touchpoint we ship is grounded, logged and guard-railed, so your compliance team can trace exactly what the model saw and why it answered the way it did.

Services for Financial Services

The slice of what we build that fits this sector. See every service →

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Custom AI software

LLM integrations
Tool-use agents
Eval + guardrails

ETA: scoped

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AI automation

n8n workflows
Trigger → action chains
Slack / Sheets / WA

ETA: 1–2 weeks

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WhatsApp chatbots

WhatsApp Business API
Hindi / Marathi / English
Razorpay / UPI payments

ETA: 1 week

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Policy & Investment Q&A Bot

Trained on complete product range, T&Cs & rate cards
Answers premium, coverage & expected-returns queries 24/7
Reduces advisor time on repetitive product explanations by 50%

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AI Lead Qualifier & Callback Agent

Automated callback within 60 seconds of form submission — zero drop
Asks risk profile, investment horizon & ticket size before advisor step
Books advisor appointment automatically for qualified prospects

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Renewal & Portfolio Update Bot

Renewal reminders sent 30, 15 & 3 days before policy expiry date
SIP auto-debit reminders & monthly portfolio statements delivered
Real-time claim status updates and document requirement checklists

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Compliance & Tax Advisory Bot

Trained on SEBI, IRDAI, income tax & your compliance documentation
Answers 80C, capital gains & claim eligibility queries instantly
Saves advisors 3–5 hours per week on repetitive advisory calls

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Digital KYC & Client Onboarding

Client submits Aadhaar, PAN & income proof via WhatsApp or portal
AI extracts, validates & routes documents to compliance team instantly
CRM updated with status; missing document reminders auto-sent

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Advisor Performance Dashboard

Lead source tracked to identify top-converting acquisition channels
Renewal pipeline with predicted churn risk highlighted for action
Advisor-wise scoring with daily recommended action list generated

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Client Lifecycle & Education Email Drip

New client onboarding sequence explains portfolio and next steps
Monthly market commentary and product update newsletters to all clients
Cross-sell campaigns triggered at specific portfolio value milestones

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360° Client Portfolio Intelligence

All products, renewal dates & advisory touchpoints in one dashboard
AI flags cross-sell and upsell opportunities by client segment & lifecycle
Pipeline value, pending KYC & renewal collection tracked live

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Financial Trust & Thought Leadership AI

Creates market commentary, tax-saving tips & product explainer posts
Builds advisor profile content, client success story posts & product reels
Consistent content schedule builds brand trust and drives inbound enquiries

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Client Testimonial & NPS Engine

NPS survey triggered after policy issuance, claim settlement & milestone
Positive responses converted to Google reviews and testimonial cards
Promoters automatically asked for referrals via WhatsApp after positive NPS

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Client Churn & Policy Lapse Predictor

Alerts advisor 60 days before predicted lapse for proactive retention call
Segments at-risk clients by risk level, product type & advisor assigned
Predicted churn value quantified so advisors prioritise by revenue impact

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AI Financial Goal Planner Bot

Client inputs goals, timeline & risk appetite → personalised plan output
Recommends specific products from your portfolio for each financial goal
Tracks goal progress and nudges clients when allocations drift from plan

How we've used AI in Financial Services

Real builds: the problem, our AI approach, the stack we used, and what changed.

[ 01 ]

Support copilot grounded in real policies

Anonymised · payments startup

Challenge

Agents answered policy questions inconsistently, and compliance needed every answer traceable.

How we used AI

A copilot that answers from the company's actual policy docs with built-in escalation, PII redaction and prompt-injection defence — every output logged.

Outcome

Faster, consistent replies the compliance team can defend in an audit.

100%outputs logged

Tech stack

Gemini (RAG)
Supabase (pgvector)
Next.js
PII redaction / guardrails

[ 02 ]

KYC & onboarding document automation

Anonymised · lending platform