FD Maturity Reminders
Automatically notifies customers days before their Fixed Deposit matures via call, WhatsApp, or SMS reducing silent auto-renewals and opening reinvestment conversations at the right moment.
Never let a customer's Fixed Deposit or Recurring Deposit slip into auto-renewal silence again. UnleashX's AI Agent proactively reaches out via calls, WhatsApp, and SMS reminding customers before maturity, answering reinvestment queries, and boosting retention. Built for Indian banks and NBFCs handling high-volume deposit portfolios, it operates 24/7 with zero manual effort.
Comprehensive AI-driven renewal reminder workflows built for banks, NBFCs, and financial institutions managing large deposit portfolios.
Automatically notifies customers days before their Fixed Deposit matures via call, WhatsApp, or SMS reducing silent auto-renewals and opening reinvestment conversations at the right moment.
Proactively contacts Recurring Deposit holders nearing completion, explains renewal options, answers rate queries, and guides customers toward continuing or upgrading their investment plan.
Runs multi-touch renewal campaigns across phone calls, WhatsApp, and SMS with intelligent follow-up sequencing to ensure every customer is reached before their deposit matures.
Handles customer questions about interest rates, tenure options, premature withdrawal policies, and reinvestment benefits instantly without escalating to a human agent.
Automatically syncs renewal status, customer responses, and maturity data back to your CRM or core banking system keeping your team's records accurate and up to date in real time.
Communicates with customers in English, Hindi, Tamil, Bangla, and 10+ Indian vernaculars ensuring deposit renewal conversations feel natural and accessible to every customer segment.
The AI agent connects to your core banking system or CRM, automatically identifying all FD and RD accounts approaching maturity. For Indian banks managing thousands of accounts, this eliminates the need for manual tracking or spreadsheet-based alerts entirely.
See how banks and financial institutions use UnleashX to improve deposit retention and reduce manual follow-up effort.
"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."
"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..."
UnleashX delivers more than just reminders, it deploys a full-stack AI employee that owns your deposit renewal workflow end to end.
Operates round the clock with 99% uptime, ensuring no FD or RD maturity in your India portfolio goes unattended even on weekends and bank holidays.
Deploy a production-ready renewal reminder agent in under 45 minutes using pre-built templates, no lengthy IT integration cycles required.
Built-in adherence to IRDAI, GDPR, and internal audit protocols ensures every customer interaction meets regulatory standards expected by Indian financial institutions.
Reaches customers across 100+ languages including 12+ Indian vernaculars via calls, WhatsApp, and SMS covering the full breadth of India's diverse deposit customer base.
Purpose-built AI employees that handle your workflows autonomously, around the clock.
Sales AI Employee
Peter is UnleashX's end-to-end Sales AI Employee, purpose-built to support banking and financial services teams in converting KYC-completed prospects into active account holders. Operating 24/7 across calls, chat, and email, Peter connects with banking leads, nurtures them through the onboarding funnel, sends timely follow-ups, autonomously updates CRM systems, and ensures every qualified prospect completes their bank account opening journey. With support for both English and Hindi, Peter is particularly effective in engaging customers across India's diverse banking population ensuring no opportunity is lost due to language barriers or delayed response times. Deployable in 45 minutes, Peter brings 98% human-like communication to your sales and onboarding pipeline.
Cart Abandonment AI Employee
Sarah is UnleashX's AI Employee specialised in re-engaging customers who drop off mid-way through the bank account opening or Video E-KYC process. In the banking context, Sarah identifies where customers abandoned the onboarding flow whether during document submission, video session scheduling, or final activation and proactively re-engages them through voice calls, WhatsApp messages, and chat. She autonomously sends personalised nudges, resolves common objections, and guides customers back to complete their KYC verification. Supporting both English and Hindi, Sarah is especially effective in recovering India-based banking drop-offs, where customers often abandon due to confusion about the KYC process rather than genuine disinterest. She tracks every interaction until conversion is confirmed.
HR Recruiter AI Employee
James is UnleashX's HR Recruiter AI Employee, supporting banking institutions looking to scale their operations teams alongside their AI-powered KYC infrastructure. As banks deploy Video E-KYC platforms and expand digital onboarding capabilities, James helps source and screen compliance officers, KYC analysts, and customer onboarding specialists across job boards, chat, and calls. He schedules interviews, sends reminders, coordinates hiring pipelines, and follows up autonomously until every critical banking operations role is filled. With English and Hindi language support, James is highly effective for banks operating across India's major financial hubs including Mumbai, Delhi, and Bengaluru ensuring talent acquisition keeps pace with digital transformation goals.
The AI agent integrates directly with your core banking system, CRM, or data source via APIs. It continuously monitors deposit maturity dates and automatically triggers the reminder workflow a configurable number of days before maturity typically 7, 14, or 30 days without requiring any manual input from your team.
Speak with an UnleashX expert and get a personalised walkthrough for your banking use case.
UnleashX's FD and RD Renewal AI Agent is deployed for financial institutions across India and global markets.
We deploy for banks and NBFCs across India and globally get in touch to confirm.
Full adherence to global data privacy and protection standards.
Meets IRDAI compliance standards for financial industry AI deployments.
Enterprise-grade reliability with near-zero downtime for critical workflows.
Globally recognized standards for data protection, privacy, and risk management.
Fill in the form below and an UnleashX specialist will reach out to walk you through a customised deployment plan for your institution typically live within 45 minutes.
For immediate assistance, feel free to give us a direct call at +919911997433.
For immediate assistance, feel free to give us a direct call at +919911997433.