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TailorTalk helps Indian BFSI (banks, NBFCs, loan distributors (DSA), MFIs, insurers, and fintechs) automate customer conversations, collect and verify documents, and drive compliant onboarding and servicing across WhatsApp, Instagram, and your website. We support BFSI-compliant flows with strong focus on consent, audit trails, and data handling.
Streamline onboarding, underwriting, collections, and servicing with secure, compliant AI on the channels your customers already use.
Collect PAN, Aadhaar, bank statements, salary slips, and GST returns over WhatsApp/website. Auto-extract with OCR, validate formats, mask sensitive fields, and flag mismatches. Plug into your providers like DigiLocker, NSDL PAN, CKYC, or bureau checks as needed.
Guide applicants through KYC, consent, and application forms in multiple Indian languages. Smart branching for product type (personal/home/MSME/gold loans), with seamless handoff to video-KYC/agent when required.
Built with compliance in mind: consent capture, audit logs, role-based access, data retention controls, and PII redaction. TailorTalk supports BFSI-compliant flows and helps you align with DPDP Act requirements.
Automate EMI reminders, bounce follow-ups, NACH mandate updates, and service requests (SOA, address change, foreclosure letters). Human escalation when needed for sensitive cases.
Our AI adapts to your business model (retail lending, MSME finance, insurance, or wealth) to maximize conversion and compliance.
Lead qualification, pre-screening, KYC collection, and account/loan onboarding with multi-lingual support and audit-friendly records.
Automate loan application intake, document stacking, co-lending documentation, bureau/CKYC handoffs, and underwriting FAQs.
Capture leads, collect/verify documents, route to the right lender, and track status per lender to reduce drop-offs and TAT.
Vernacular chat for group loans and MSME products. Collect KYC, business proofs, GST returns, and bank statements from proprietors.
Quote assistance, KYC, proposal forms, and claims document collection with compliant consent and audit trails.
Account opening assistance, KRA/CKYC data capture, risk disclosures, and post-sales servicing via secure chat.
Common questions about AI automation for banking and financial services
See how TailorTalk improves completion rates, reduces TAT, and keeps your workflows compliant, without heavy engineering.