Transform Financial Services with AI Journeys

Leverage pre-built conversational journeys to automate interactions across customer service, sales and advisory - securely and at scale

Talk to an expert
BFSI

Trusted by leading consumer brands globally

Citibank
Payu
Muthoot
Kotak
DBS
HSBC

Onboard new customers digitally

Allow customers to discover products on popular channels like WhatsApp

Minimize abandonments by replacing 'form filling' and document collection with the ease of chat

Complete KYC, onboard and activate customers using message, voice and video

26%
Lower Onboarding time

Lower Onboarding time

Onboard new customers digitally

Grow relationship value with easy transactions

Let customers pay EMIs, premiums, buy stocks and make deposits over chat

Improve conversion of payment messages with WhatsApp native payments

Encourage action with alerts, portfolio advice, tailored offers and comparisons

62%
Higher upsell & <span>cross-sell</span> revenue

Higher upsell & cross-sell revenue

Grow relationship value with easy transactions

Optimize costs and serve better with intuitive support

Reduce customer wait time with automated FAQs & pre-built journeys

Humanize the experience with text, voice & video based interactions for complex queries

Predict better with AI and aid Relationship Managers to cultivate profitable relationships

94%
Queries handled without human intervention

Queries handled without human intervention

Optimize costs and serve better with intuitive support
  • BFSI Interactions <br> per month

    4 Bn+

    BFSI Interactions
    per month

  • AI accuracy in <br> query responses

    97%

    AI accuracy in
    query responses

  • Increase in <span>Click-to-Payment</span> ratio

    50%

    Increase in Click-to-Payment ratio

Unmatched capabilities

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Omnichannel Finance

Integrate with 30+ messaging channels through Text, Voice, and Video to deliver a superior banking experience

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WhatsApp Banking

Offer 24*7 access on customer's favourite messaging channel across 180 countries

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Voice and Video

Incorporate Voice & Video AI into every customer touchpoint, inbound & outbound calls, IVR, voice notes and assistants

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WhatsApp native payments

Allow customers to make easy payment to bills, EMIs, and other purchases right from the chat screen

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Digital eKYC

Simplify KYC with guided flows and online document collection. Reduce effort and drop offs with anytime video KYC

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AI Assistant

Provide a personal assistant that speaks the customer's language with secure, natural conversational experiences for mobile and web

Unmatched capabilities

Transform customer experience with out-of-the-box journeys and templates

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Retail Banking

Create a dynamic banking experience with 150+ prebuilt journeys connecting many different core, payment and financial systems across banking, insurance, capital markets and payments.

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Capital Markets

Build the next-gen brokerage with journeys for stock quotes, market information, portfolio, orders, equities and mutual funds.

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Insurance

Make the experience seamless with pre-built journeys for claims processing, policy management, premium payments and service requests.

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Payments

Lift the payment experience with support for mobile recharge, subscription renewals, utility bill, incorrect debit reversals and payment failures.

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Credit Union

Increase engagement with credit union members on conversational apps and intelligently cross-sell, up-sell and care for your customers 24/7, in the language of their choice

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Integrate quickly with apps and platforms you already use

Core Banking
CRM
Payments
Messaging
Others
Core Banking

Infosys
Finastra
Temenos
Corelation
See all integrations
CRM

Fiserv
Salesforce
crmnext
talisma
See all integrations
Payments

razorpay
setu
payu
billdesk
See all integrations
Messaging

sms
whatsapp
voice
rcs
See all integrations
Others

UPI
Cibil
Finoux
TCS
See all integrations

Frequently Asked Questions

What is a finance or banking journey?

A finance or banking journey can range from simple, structured journeys for common queries and interactions to AI Agents for complex processes like collections. The conversational engine is trained on FS industry data and scenarios, understands terminologies and context and can help institutions with customer acquisition, service and engagement. These AI journeys can be deployed on text or voice, and are omni-channel. The AI Agent has memory, and gets more accurate over time.

What are the benefits of an AI agent?

An AI Agent for Finance provides customers an intuitive, self-serve, always available channel to transact, seek advice or explore products conveniently. With conversational AI, financial services providers can engage with customers on a range of messaging channels. They can deliver meaningful digital experiences at scale, facilitate easy onboarding, speed up service requests, and elevate the quality of support.

How to build a custom agent for my customer journeys?

With Gupshup Conversation Cloud, business users can build a domain specific AI agent without any coding.

Through Conversation Builder, no-code AI/ low-code platform, businesses can build intelligent experiences to deliver rich, personalised content and meaningful interactions. These can be around lead generation and qualification, cross-sell and upsell, KYC processes, collections and more.

On which channels can I deploy conversational agents?

AI Agents created with the Gupshup Conversation Cloud supports multiple channels including WhatsApp, RCS, Instagram, web and mobile app. Companies can also deliver messages on SMS, RCS and WhatsApp with multi-channel failover to maximize reach.