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Powering 2000+ enterprise customers across the globe
Major Problems in the BFSI Industry
Challenges holding businesses back from delivering exceptional customer experiences.
High Volume of Routine Queries
Agents spend most of their time answering repetitive balance, statement, and policy queries that could be automated.
Support with KYC & Onboarding
Manual KYC verification calls are slow, error-prone, and create a poor first impression for new customers.
Customer Experience Gaps
Long IVR menus and wait times frustrate customers, leading to high churn and negative NPS scores.
Regulatory Compliance Challenges
Recording every customer interaction and maintaining audit trails manually is costly and risky for compliance.
How Tevatel Communication Solution is Helping BFSI Industry
Tevatel provides a fully compliant, AI-powered communication infrastructure that automates routine touchpoints, secures every interaction, and enables BFSI companies to scale customer service without compromising on regulatory requirements.
- Automated loan status, EMI due, and balance inquiry calls
- Compliant call recording with secure cloud storage
- Intelligent IVR for faster customer routing
- WhatsApp-based KYC and document submission workflows
Who Can Use This Solution in BFSI?
Tailored for every role and team that deals with customer communication.
Communication Solution for BFSI Industry
A complete suite of AI-powered communication tools built for BFSI businesses.
AI Speech Bot
Automate balance inquiries, loan status updates, and policy renewals with conversational AI voice bots.
AI Chat Bot
Handle customer queries on EMI schedules, investment plans, and account statements via chat 24/7.
Call Center Solution
Intelligent routing ensures customers always reach the right department — loans, insurance, or investments.
Click to Call
Convert website visitors into high-intent leads with one-click callback from your financial product pages.
WhatsApp Business
Send policy renewal alerts, EMI reminders, and OTP notifications securely through WhatsApp.
Quality Auditing Tool
AI-powered call scoring ensures compliance scripts are followed and disputes can be investigated instantly.
Use Cases for BFSI Industry
For BFSI Industry
- 1Loan application status updates and follow-ups
- 2EMI payment reminders and overdue notifications
- 3Insurance premium due and renewal alerts
- 4Fraud alert notifications and customer verification
- 5Account opening and KYC completion follow-ups
- 6Cross-sell and upsell campaigns for financial products
Why BFSI businesses choose Tevatel
Tevatel's platform is purpose-built for industries like BFSI, offering out-of-the-box workflows, industry templates, and integrations that go live in days.
Automation of routine customer queries
Reduction in agent handling time
Improvement in EMI collection rates
Compliance with call recording mandates
AI Communication Advantages for BFSI
Measurable results that prove the value of intelligent communication automation.
Automation of routine customer queries
Reduction in agent handling time
Improvement in EMI collection rates
Compliance with call recording mandates
Omnichannel Integration for BFSI
Tevatel connects seamlessly with the tools your BFSI business already uses — CRMs, helpdesks, e-commerce platforms, and more — for a truly unified communication experience.
HubSpot
Zoho CRM
WhatsApp
Shopify
Zendesk
Why Tevatel?
Everything you need to run world-class communication for your BFSI business.
Easy to Use Platform
Intuitive dashboards for compliance and operations teams.
Real-Time Monitoring and Reporting
Live supervision of all customer interactions and SLA tracking.
Centralised Communication Platform
Single system for calls, WhatsApp, and digital messaging.
Secure and Reliable System
Bank-grade encryption, data residency, and 99.9% uptime SLA.
What Customers Say
"Our EMI reminder campaigns now run automatically. Collections improved significantly with zero increase in team size."
Anand Krishnan
NovaBanc Financial
"Tevatel's compliance recording gave us the audit trail we needed. Our regulatory reviews are now completely stress-free."
Sneha Patel
ShieldInsure