Fintech

Transform CX Across Digital Lending,
Payments, Cards & Wealth Management

Deliver connected experiences from first click to long-term retention through seamless, context-aware interactions. Simplify onboarding, personalize service, and deepen engagement across digital finance journeys.
Get Started

Award-winning CX in Fintech

Best CX Digital Transformation 
CX Strategy of the Year 

Trusted by High-growth Fintech Firms

Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.
Brand Name : Brand Short Description Type Here.

Reimagining Fintech CX
With Measurable Results 

Higher Conversions with Seamless
CX Automation  
Leveraged self-service automation with instant expert guidance, improved KYC compliance & agent productivity. 
40%

increase in revenue

Watch Video
Smarter Outreach for Faster
Lending Growth 
Enabled query automation and outbound outreach with personalized guidance for improved engagement, efficiency and growth. 
20%

increase in lending

Watch Video

CX Stories with Proven ROI

Deliver Intelligent, Compliant
& Scalable CX Across
Your Financial Stack

Behind every seamless KYC, EMI reminder, or investment interaction lies a compliant and intelligent CX platform - built for real-time business insights and automated workflows.

Innovative CX Solutions Across
Entire Fintech Value Chain

Path to Purchase
Path to Purchase
(Marketing)
Purchase
Purchase
(Sales)
Post-purchase
Post-purchase
(Service)
Product
Inquiry
Product Inquiry
Answer queries on loans, cards, insurance, investments and payments instantly.
Account
Activation
Account Activation
Guide customers to activate cards, wallets and investment portfolios.
Collections
Collections
Automate EMI reminders and missed payment callbacks via Voice AI.
Lead
Conversion
Lead Conversion
Capture intent, qualify, and auto-route leads via smart dialers & Voice AI.
Loan
Disbursement
Loan Disbursement
Automate status updates and reduce disbursal turnaround time.
Cross-sell &
Upsell
Cross-sell & Upsell
Trigger contextual promotions for loan top-ups, card upgrade, or additional investments.
Background
Check
Background Check
Trigger third-party checks and notify users with real-time updates.
EMI Plan
Selection
EMI Plan Selection
Guide users to select best-fit EMI options for loans and cards.
Next Best Products
Next Best Products
Identify personalized financial products using AI-based suggestions.
Lead
Conversion
Lead Conversion
Track & manage lead validation, qualification & conversion.
Account
Servicing
Account Servicing
Handle statement requests, interest queries, and service changes instantly.
NPS &
Feedback
NPS & Feedback
Trigger post-interaction surveys and analyze sentiment automatically.
Customer
Onboarding
Customer Onboarding
Guide new users through product selection, e-consent, and activation.
Field Force
Management
Field Force Management
Stay connected with field teams and track conversations for insights & improved services.
Dormant User
Reactivation
Dormant User Reactivation
Re-engage inactive wallets or accounts with personalized offers.
Digital
KYC
Digital KYC
Verify identity seamlessly with Voice AI and API-based flows.
Credit
Restructuring
Credit Restructuring
Route restructuring queries with context-aware agent assistance.
Products
  • CXi Reach
  • Auto Dialer
  • CXi Switch
  • Voice AI Agent
  • Chatbot
  • CXi Pulse
  • CRM Integration 
  • Dialer & IVR
  • Omnichannel+
  • Agent Assist
  • Knowledge AI
  • Voice AI Agent
  • CXi Audit & Pulse
  • IVR & Dialer
  • Voice AI Agent
  • CXi Pulse & Audit
  • CXi Switch
  • Chatbot
  • Agent Assist
  • Knowledge AI
Business Impact
3X

higher
lead conversion

22%

increase in
account activation

15%

higher upsell
conversion

15%

lower
acquisition cost

28%

increase in
FCR

5%

lending
growth

25%

faster
onboarding

30%

reduction in
AHT

10%

increase in
collections

30%

higher KYC
verification

17%

higher
TAT

8%

higher
CSAT

See How Smarter CX Powers Financial Growth
Talk to Our CX Experts
Webinar Video