The reliable spine
The concierge answers from live, connected data so it never guesses; routine, reversible, factual replies (a document list, a balance off the ledger, a status) go out on their own, always within permitted hours.
Financial Services & NBFC Back-Office
WhatsApp concierge for the applicant and client front desk
"What do I need to apply", document collection, balance and statement requests, EMI and due-date questions, margin and holdings status, and "where is my application" all land on WhatsApp and are handled slowly by hand or dropped, so good applicants go cold and the team burns its day repeating the same replies.
Who has it
Across all segments; highest value for NBFCs and broking back-offices, where inbound applicant and client traffic is heaviest.
What we build
A WhatsApp concierge that answers the routine, repetitive front-desk traffic straight from the firm's own live data (eligibility and document lists, application and account status, balances and statements off the ledger), collects and pre-checks the KYC and income documents into the system, books a callback with the right officer at any hour, and hands anything sensitive to a named person.
What is automated, where AI helps, who signs off
Automation for the routine. A person on every decision that matters.
Where AI helps
AI reads the incoming question and the documents an applicant sends, answers the routine, factual ones from connected data and pre-checks the documents into the system; anything sensitive is handed to a named officer, and no regulated decision is ever the concierge's to make.
Who signs off
A named person signs off anything touching money, a customer promise, a regulated filing, a payment, a price, a credit decision or a people decision.
What changes day to day
No applicant or client enquiry slips through; more answered same-day; the team gets its day back; documents and enquiries land clean into the system; the regulated decisions stay exactly where they were, with a person.
Illustrative outcome
Same-day response on the bulk of routine applicant and client traffic; fewer dropped applications.
Illustrative; final numbers come from your own data.
Path to the build
How this one gets built.
Book a free 60-minute call, then a free Blueprint on the firm's own records. Deep-dive and build, followed by run and govern so the workflow keeps paying back.
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What tends to pair with this one.
Same industryAML triage and exception / anomaly alertsSee what we buildSame industryAsk your data in plain EnglishSee what we buildSame industryRegulatory returns and the compliance calendarSee what we buildAgri-Inputs & AgritechWhatsApp concierge for the order, balance and service deskSee what we buildAgri-Processing & CommoditiesWhatsApp concierge for the dealer/buyer front deskSee what we buildAuto Components & AncillaryA WhatsApp concierge for buyer and dispatch updatesSee what we build
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