UnleashX Logo
Book a DemoLogin
The AI Workforce for Insurance

AI Employees for Banking Stop Drop-offs, Cut Costs & Recover More, Compliantly

AI voice, chat, and workflow agents that automate acquisition, servicing, and collections reducing cost, risk, and response time across the banking lifecycle.

Accelerate Conversions

Automate loan & account application follow-ups

Reduce Center Overload

Deflect 40% of L1 support queries instantly

Scale Collections

Increase without adding headcount

38%
Faster Follow-ups
27%
HIGHER CONTACT RATE
22%
BETTER COLLECTIONS
40%
COST SAVING
Benchmarked across mid-to-large banks and NBFCs running AI-led sales, service, and collections workflows.
Hero Section Background Animation
Hero Section Background

TRUSTED BY HIGH-GROWTH BUSINESSES

BajajCapital
BluParrot
NxgSecure
ShyamaPower
v2c
propertyPoint
edgyScribblers
BajajCapital
BluParrot
NxgSecure
ShyamaPower
v2c
propertyPoint
edgyScribblers
Features

How Leading Banks Are Replacing Bottlenecks With AI Employees

Banking growth today isn’t constrained by demand it’s constrained by operational drag. UnleashX introduces AI Employees that take over high-volume, rule-driven conversations so your human teams can focus on relationships and complex advisory.

Core Constraints

  • Sales & Acquisition
    Missed inbound leads, slow application follow-ups, RM dependency.
  • Servicing & Support
    High call volumes, rising service costs, inconsistent experience.
  • Collections & Recoveries
    Manual reminder calls, limited reach, high compliance risk.

What banks unlock:

  • Faster application time-to-conversion
  • Higher agent productivity (zero headcount)
  • Stronger compliance (automated audit trails)
  • Improved collections reach & efficiency
The Power Behind the Performance

AI Employees that mirror your financial products, policies, and regulations always accurate, compliant, and available.

Website & Product Sync

Instantly sync your pricing pages, T&Cs, policy docs, and PDFs. Any update reflects in real time.

Policy Sync

Financial Knowledge Base

Train AI on loan rules, eligibility, KYC, and FAQs. Responses follow strict compliance boundaries.

Insurance Knowledge Base

Multilingual Support

Engage customers in English, Hindi, Hinglish, and regional languages across voice and chat.

Multilingual Support

The AI Layer Across the Banking Value Chain

Transform customer interactions with intelligent voice agents that handle calls, qualify leads, and drive engagement across your automotive business.

AI Sales Agent

Qualifies leads, follows up on missed calls, books RM or branch appointments.

AI Application Agent

Guides customers through loan journeys, nudges for documents, updates CRM.

AI Service Agent

Resolves balance inquiries, KYC updates, card issues, and service requests.

AI Collections Agent

Runs compliant EMI reminders, handles early-stage follow-ups, escalates risk cases.

Ai powered High-Performance Automation

Critical Banking Workflows,Rebuilt with AI Employees

Application Follow-up Automation

Stop Losing Customers Mid-Journey

Pain Point

High-intent applicants drop off because your team can't follow up fast enough and every hour of delay costs a conversion.

Solution
  • Re-engage every stalled applicant within minutes, not days
  • Answer eligibility, rate, and product questions on the spot
  • Auto-trigger document reminders at the right stage of the journey
  • Book RM callbacks without any human intervention
40%
Faster Application Completion
30%
30% Higher Contact Rate
Lead qualification dashboard
Contact-Center Load Reduction

Cut Service Costs Without Cutting Quality

Pain Point

Your contact center is buried in routine queries, balance checks, statement requests, KYC updates leaving no bandwidth for high-value interactions.

Solution
  • Resolve 40%+ of L1 queries instantly, without agent involvement
  • Handle KYC updates, card blocks, and account inquiries end-to-end
  • Route only complex or high-risk cases to human agents with full context
  • Authenticate customers securely before every interaction
35%
Reduction in Service Costs
40%
L1 Query Deflection Rate
2x
Agent Productivity on Complex Cases
Plug Sales Lead Leakage
Collections & Recoveries

Collections at Scale, Compliance by Design

Pain Point

Manual dialing limits your reach and consistency. Compliance constraints make automation feel risky. The result: recoveries left on the table.

Solution
  • Deploy compliant EMI reminder campaigns across thousands of accounts simultaneously
  • Intelligently prioritize accounts by delinquency stage and risk score
  • Auto-capture promises-to-pay and log them directly to your system
  • Escalate high-risk cases to human agents with full interaction history
20%
Reduction in NPA Risk
22%
Improvement in Collections Efficiency
3x
More Accounts Contacted Per Agent Per Day
Support At Scale
Features

Built for Every Layer of Banking

From acquisition to recovery, our AI Employees are trained on banking workflows, regulatory norms, and customer expectations so every interaction is accurate, compliant, and on-brand.

Conversational Intel

Speaks banking fluently. Low-latency voice and chat with deep understanding of loan products, account terms, and customer sentiment in English, Hindi, and regional languages.

Workflow Automation

Every interaction triggers action. CRM updates, Core Banking entries, document nudges, and escalation rules fire automatically no manual logging required.

Human Handoff

When a customer signals frustration or a case exceeds AI scope, the system warm-transfers to a live agent with full conversation context already loaded.

Security & Compliance

PII auto-redaction, consent capture at every touchpoint, immutable audit trails, and RBI-aligned calling windows built in, not bolted on.

Multilingual Voice

India-first by design. Native fluency in English, Hindi, Hinglish, and regional languages so no customer feels underserved.

Enterprise Ready

Strict role-based access controls, end-to-end data encryption, and bank-grade security standards. Ready for your infosec team's scrutiny from day one.

Integrate With Your Favourite Tools

200+Ready Integrations
99.9%Sync Accuracy
10xFaster Deployment
Notion
Analytics
Apollo
Salesforce
Asana
SendGrid
HubSpot
Slack
Intercom
Google Slides
Zoom
Notion
Analytics
Apollo
Salesforce
Asana
SendGrid
HubSpot
Slack
Intercom
Google Slides
Zoom
Google Calendar
Clay
Smallcase
ClickUp
Trello
Docs
WhatsApp
Firecrawl
YouTube
Freshwork
Zapier
Google Calendar
Clay
Smallcase
ClickUp
Trello
Docs
WhatsApp
Firecrawl
YouTube
Freshwork
Zapier
Google Docs
Gmail
Zendesk
Google Meet
Monday.com
Microsoft Excel
Airtable
Jira
Meta
Calendly
Odoo
Google Docs
Gmail
Zendesk
Google Meet
Monday.com
Microsoft Excel
Airtable
Jira
Meta
Calendly
Odoo
Start Scaling Today

Why banks choose UnleashX

  • Proven impact on acquisition speed
  • Designed for regulated environments
  • Enterprise-ready security & auditability
Faster Conversions
Faster Conversions
Lower Cost/Interaction
Lower Cost/Interaction
Stronger Collections
Stronger Collections
Better Compliance
Better Compliance

See AI Employees in action

Fill out the form below to book a tailored demo.

Discover More
Of Our
Solutions

See how specialized agents automate hiring, support, etc. and other workflows across your business.

Insurance

Insurance

E-Commerce

E-Commerce

Success Stories

How we helped organisations save Millions in time and money

Nitin Kalra

Nitin Kalra

CEO, Blu Parrot

46%Faster Client Responses
33%Improved Campaign Efficiency

“Using UnleashX gave our team the power to build voice AI agents that deliver real results for our clients. Every use case became faster to deploy and easier to scale. Our metrics improved across the board and the quality of outcomes surprised even our clients. It has made our entire workflow sharper and more predictable.”

Nitin Kalra logo
Nitin Jain

Nitin Jain

VP of Engineering, Bajaj Capital

57%Faster Customer Follow-ups
31%Higher conversion from old leads

“The voice SDRs revived our entire old database. People actually responded because the agent sounded natural, helpful and fully aware of our projects. Follow ups became instant. Interest checks became smoother. The sales team finally got real conversations instead of chasing dead ends.”

Nitin Jain logo
Pulkit Garg

Pulkit Garg

CEO, Edgy Scribblers

40%Reduced Manual Timelines
52%Faster Operational Speed
29%Consistent Project Turnaround

“Finding a reliable team is very difficult in today’s time. While it’s easier to get bots to do the work, humans a lot more difficult. Working with UnleashX I found that it’s easier to work with both. The team under Ajay’s tutelage is building an impressive AI workforce tool, that has helped us streamline our work, and reduce the timelines for many manual tasks by at least 40%.”

Pulkit Garg logo
Frequently Asked Questions
UnleashX is designed for compliance-led banking operations. Every call and interaction enforces consent capture, PII masking, and immutable audit logs. AI Employees execute only approved workflows, ensuring automation never bypasses regulatory, risk, or governance controls.
UnleashX applies bank-grade security by default. All sensitive financial and personal data is auto-redacted, access is strictly role-based, and data is encrypted in transit and at rest. Customer data is never used for model training without explicit contractual consent.
UnleashX AI Employees are trained on banking-specific language models and workflows. For edge cases, the system escalates to human agents ensuring accuracy first, automation second.
Banks typically deploy their first AI Employee in 2–4 weeks. The platform integrates with existing CBS, CRM, loan management, and policy systems without requiring core banking changes or heavy IT re-architecture.
Most banks see measurable ROI within 60–90 days, driven by lower service costs, faster application processing, higher conversion, and improved collections efficiency. The impact is operational, financial, and immediate.

Transform Your Business with AI-Powered Automation

Stop wasting resources on repetitive tasks. Our intelligent automation platform combines AI co-pilots and agentic nodes to orchestrate your entire workflow eliminating bottlenecks, accelerating revenue, and delivering ROI from day one.