🏦 BFSI AI Solution

AI Voice Agents for Banking, Finance & Insurance

Qualify loan and insurance leads at scale, automate EMI reminders, and handle customer queries 24/7 — fully TRAI compliant.

More Leads Qualified
55%
EMI Default Reduction
80%
Queries Auto-Resolved
100%
TRAI Compliant
🤖
Vomyra AI Agent
Live call in progress
🤖 Vomyra AIHi, calling from FinServe about your home loan application. Is this a good time?
👤 CustomerYes, what's the status of my application?
🤖 Vomyra AIIt's under review. I need to verify 2 documents. Can I send the checklist on WhatsApp right now?
Lead QualifiedIncome VerifiedDocuments RequestedCRM Updated
The problem we solve

BFSI / Finance Challenges — Fixed by Vomyra

❌ BFSI Pain Points
Thousands of loan and card leads with slow manual follow-up
EMI reminder calls too expensive to staff at scale
KYC document collection delays slow disbursements significantly
Insurance policy renewals missed — lapse rate remains high
DND and consent compliance requirements unmanaged at volume
CIBIL and eligibility queries handled manually — very inefficient
✅ How Vomyra Solves It
AI calls every lead within 60 seconds — qualifies income, purpose, eligibility
Automated EMI reminder calls 3 days and 1 day before due date
AI collects document checklist and sends WhatsApp links instantly
Policy renewal campaigns automated 30 days and 7 days before expiry
Built-in DND scrubbing and consent capture — 100% TRAI compliant
AI answers CIBIL, eligibility, and EMI calculator queries 24/7
How it works

BFSI Lead-to-Disbursal Flow

Every call handled end-to-end — automatically, without a human agent.

📝1
STEP ONE
Loan or Card Inquiry
🤖2
STEP TWO
AI Calls in 60 Seconds
💼3
STEP THREE
Qualifies Income & Purpose
📋4
STEP FOUR
Sends Document Checklist
👤5
STEP FIVE
Schedules RM Callback
6
STEP SIX
Disbursal Triggered
Use cases

BFSI Use Cases

Industry-specific AI voice workflows — ready to deploy on Day 1.

💳

Credit Card Lead Qualification

Qualify income, employment, and spend pattern before any RM involvement.

🏠

Home & Personal Loan Calls

Outbound calls for pre-approved offers with a live EMI calculator.

EMI Reminder Calls

Automated 3-day and 1-day EMI reminders to reduce payment defaults.

📋

KYC Document Collection

Call customers to request missing documents and track submission status.

🛡️

Insurance Renewal Reminder

Policy renewal calls 30 and 7 days before expiry — zero lapses.

📊

Investment Product Follow-Up

Nurture MF/SIP leads with periodic AI-driven outbound follow-up calls.

Loan Application Status

Customers call to check application status — AI answers accurately 24/7.

🔍

Eligibility & CIBIL Queries

AI explains eligibility criteria and guides customers through application.

Business impact

BFSI Business Outcomes

Measured results from Indian businesses using Vomyra.

More Leads Qualified
Same team, 4× output
55%
Fewer EMI Defaults
Through timely AI reminders
80%
Queries Auto-Resolved
Without RM involvement
100%
TRAI Compliant
DND scrubbing + consent
60%
Faster TAT
Document collection time cut
Policy Renewals
Completed without miss
Platform features

Everything Included — Out of the Box

One platform powers every industry. No add-ons, no hidden costs.

📞
24/7 AI Calling

Answers every call round the clock — no human agent needed.

🌐
10+ Indian Languages

Hindi, English, Tamil, Telugu, Kannada, Marathi, Bengali, Gujarati.

🎙️
Human-Like Voice

ElevenLabs & Sarvam AI voices — callers trust it like a real person.

🔗
CRM Integration

Auto-updates Zoho, HubSpot, Salesforce, LeadSquared after every call.

💬
WhatsApp Follow-Up

Sends docs, links, and reminders on WhatsApp right after the call.

📊
Live Analytics Dashboard

Call outcomes, conversion rates, and performance — real-time.

🧠
Custom Knowledge Base

Upload your docs, FAQs, and pricing — AI learns and answers accurately.

🎧
Call Recording & Transcription

Every call recorded, transcribed, and searchable in your dashboard.

🚀
Bulk Outbound Calling

Reach 10,000 leads simultaneously — no extra config needed.

🤝
Live Human Handoff

Transfers to your team instantly when a human touch is needed.

🇮🇳
Indian Phone Numbers

Native +91 numbers — higher answer rates and local customer trust.

Deploy in 1 Day

No engineering required. Live and calling within 24 hours.

Integrations

One voice agent, wired into your entire stack

Vomyra doesn't just talk, it acts. Mid-call, your assistant books calendars, updates records, takes payments and fires webhooks across the tools you already run on.

MCPREST APIWebhooksSIP Trunking
FAQ

BFSI / Finance — Frequently Asked Questions

Is Vomyra TRAI compliant for outbound calling?

Yes. Vomyra scrubs all numbers against the National DND registry and captures consent per TRAI regulations automatically before every call.

Can it handle calls for multiple financial products simultaneously?

Yes. Configure separate AI agents for home loans, credit cards, insurance, and investments — each with its own compliant script.

How does EMI reminder calling work?

Vomyra pulls due dates from your LMS or CRM and triggers outbound calls automatically 3 days and 1 day before the due date.

Does it integrate with our loan origination system (LOS)?

Yes via API or webhooks. Works with Finflux, LendingKart, and custom LOS platforms seamlessly.

Can AI handle objections during credit card sales calls?

Yes. Train the AI with your objection-handling scripts. It uses compliance-approved language and escalates complex queries to humans.

What happens if a customer is upset during an EMI reminder?

The AI detects negative sentiment and immediately routes the call to a human collections agent or RM — no delay.

Can we record calls for RBI regulatory compliance?

Yes. All calls are recorded with timestamps and stored securely — accessible for RBI or internal regulatory audit purposes.

Does it support vernacular languages for rural customers?

Yes — Hindi, Tamil, Telugu, Kannada, Marathi, Gujarati, and Bengali for regional customer bases.