CONVOZEN FOR BFSI

One AI Layer for Every Financial Workflow

Secure, compliant AI agents for banking & finance that automate collections, renewals, servicing, and claims—integrated with core systems for 24/7 multilingual support across voice, chat, email, and WhatsApp

Book Demo

Multi-agent system for
smarter conversations and
higher conversions

Conversational AgentConversational Agent
Automated Banking Journeys

The AI starts and completes simple banking tasks, like loan collection or Credit Card Renewal , using existing bank data.

Key differentiatorsWhy ConvoZen AI Agents Outperform Traditional Agents
OthersConvoZen AI
Basic Account Inquiries
(e.g., Balance check, transaction status)
Financial Product Discovery
(Comparing 100+ loan/insurance policies)
Personalized Cross-selling
(e.g., Credit card offers based on spending)
24/7 Instant Emergency Support
(e.g., Freezing a lost card, fraud alerts)
Multilingual Support
(Fluent in 50+ languages for diverse clientele)
Handling Volume Surges
(e.g., Tax season, market crash inquiries)
Empathy in High-Stress Scenarios
(e.g., Loan rejections, bereavement support)
Proactive Compliance & Nudges
(KYC updates, premium reminders at scale)
Our SolutionsFuture-Proofing Finance: High-Performance AI Agents for Banking & Financial Services

Eliminate wait times and compliance bottlenecks by automating the entire financial lifecycle—from instant policy recommendations and complex query resolution to seamless premium collections.

Analyzer AgentAnalyzer Agent
Unlock Trust, Revenue, and Loyalty Across Every Financial Interaction

Understand exactly what drives account openings and policy renewals and what causes application drop-offs. Our intelligence engine analyses every conversation to surface compliance risks, service friction, and high-intent financial opportunities you can act on.

Challenges facedTurn Every Interaction into Actionable Growth Insights
BEFORE CONVOZENMessy & Effort Intensive
Can’t distinguish casual browsers from high-intent applicants
Same product pitch regardless of life stage or credit profile
Inconsistent responses on approvals, claims, and rates
Repeated KYC, downtime, and pricing issues go unreported
AFTER CONVOZENAutomated & Effortless
Detect life events, risk profile, and apply-readiness
Auto-tag leads by value, urgency, and eligibility
Surface friction points and flag risks in real time
Score agent effectiveness across objections and upsell
Copilot AgentCopilot Agent
Live Call Guidance for Complex Financial Queries

Empower your team with real-time, context-aware AI prompts. Ensure every conversation is compliant, accurate, and drives the best financial outcome at scale.

USE CASES

AI Agents for the Entire Value Chain of the Banking and Financial Services

Lead Capture & Growth
Intent into actionFollow up on new leads within seconds of form fill. Bring back dropped applications using verified identity and context. Spot buying intent in calls to power compliant cross-sell.
Customer Setup & Verification
Faster, smoother onboardingAuto-remind customers for KYC retries and missing documents. Walk customers through welcome steps and first-payment setup. Catch and fix address/ID mismatches automatically.
Helpdesk & Account Servicing
Always-on assistanceAnswer balance, due-date, and limit questions 24×7 across channels. Log and route disputes based on SLAs. Help customers block cards or update account details securely.
Governance & Compliance
Built for complianceEnsure required disclosures and consent are said in real time. Track and sync consent and DNC preferences across systems. Hide sensitive data (PAN/CVV) and stay PCI compliant.
Quality, Coaching & Performance
Quality you can scaleAutomatically QA every conversation, not just samples. Identify top reps and turn what works into repeatable playbooks. Deliver targeted coaching with call clips and measure improvement over time.

How ConvoZen AI agents drive ROI for your business

00%

Increase in Agent Productivity

00%

Reduction in Customer Support Costs

0X

Increase in Operational Efficiency

00x 7

Provision of Assistance

CONVOZEN DIFFERENTIATIONServe Every Customer With Smarter AI Stack Built For BFSI
Pre-Trained On Industry Data
Pre-Trained On Industry Data
AI Agents integrate instantly for immediate deployment
True Omnichannel Presence
True Omnichannel Presence
Unified experience across voice, chat, and email channels
Global Linguistic Intelligence
Global Linguistic Intelligence
Understands all languages, dialects, and accents fluently
Human-Grade Communication
Human-Grade Communication
Natural speech; interrupted seamlessly, just like humans
Deep Business Context
Deep Business Context
Remembers history, understands complex journeys
Performance & Reliability at Scale
Performance & Reliability at Scale
Instant, accurate responses at high volume, low cost
CONVOZEN PRODUCT SUITEGet It Right, At Every Touchpoint

The most capable conversational agent platform for businesses delivering human-like interactions across every customer touchpoint.

Conversational AgentConversational Agent

Carry conversations across voice, chat, social media and email—while the agent follows the right steps, updates your systems, and completes end-to-end workflows

WhatsApp & EmailWhatsApp & Email
Voice & ChatVoice & Chat
SimulatorSimulator
OmnichannelOmnichannel
A/B FrameworkA/B Framework
Social MediaSocial Media
Analyzer AgentAnalyzer Agent

Turn calls, chats, and emails into clear, data-backed actions to win more deals, improve coaching, and scale performance.

Auto QAAuto QA
Analyzer/InsightsAnalyzer/Insights
ZenZen
ChecklistChecklist
ScoreScore
SummarySummary
Copilot AgentCopilot Agent

Assist agents with real-time intelligence, smarter rebuttals and next best actions—so they can deliver faster, more consistent outcomes at scale

Pre CallPre Call
AI CopilotAI Copilot
Post CallPost Call
NBANBA
Knowledge BaseKnowledge Base
INTEGRATIONSYour system. Our AI. Single Flow.

Our AI Agents snap into your existing channels and back-office systems, automating actions across your organisation while retaining team visibility.

ConvoZen