SIP Upsell AI Agent
Proactively contacts existing SIP investors to recommend top-ups and step-up plans based on portfolio performance, income milestones, and market conditions autonomously across voice, WhatsApp, and chat.
Transform your mutual fund distribution with UnleashX's autonomous AI agents that proactively engage investors, recommend SIP top-ups, and convert dormant portfolios into growing ones 24/7. Tailored for India's fast-growing retail investment market, our AI agents speak your investors' language and act before opportunities slip away.
Explore our suite of AI-powered agents purpose-built to grow mutual fund AUM and maximize SIP conversions.
Proactively contacts existing SIP investors to recommend top-ups and step-up plans based on portfolio performance, income milestones, and market conditions autonomously across voice, WhatsApp, and chat.
Instantly qualifies inbound investor inquiries, asks discovery questions about risk appetite and investment goals, routes hot prospects to advisors, and books one-on-one consultation calls with automated reminders.
Runs renewal and portfolio review reminders across email, WhatsApp, and phone; handles investor queries on fund performance; identifies upsell opportunities; and shares upgrade benefits to reduce churn and increase AUM.
End-to-end outreach AI employee that connects with mutual fund prospects around the clock, nurtures investor leads, sends personalized follow-ups, autonomously updates your CRM, and closes SIP enrollments until every opportunity converts.
Provides an orchestration layer to automate your entire investor engagement workflow with agentic AI covering voice calls, WhatsApp chatbots, and RPA-style automation across your mutual fund distribution stack.
A complete platform of autonomous AI employees forming a digital workforce for your wealth management operations. Handles complex investor workflows across call, chat, and CRM with 98% human-like precision and 99% uptime.
India's mutual fund market is growing rapidly but most distributors still rely on manual follow-ups that miss the moment investors are ready to invest more. UnleashX's AI agents engage your entire investor base 24/7 across voice, WhatsApp, and chat, delivering personalized SIP top-up nudges, fund switch recommendations, and portfolio review prompts in Hindi and English. With 2.5x lead conversion rates and 57% faster follow-ups, your AUM grows while your team focuses on high-value advisory work.
See how financial businesses are converting more SIPs and growing AUM with UnleashX AI agents.
"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 autonomous AI agents built specifically for the demands of India's financial services sector.
AI agents never sleep engaging SIP investors across India at the right moment, every day, with zero manual effort.
Supports 100+ languages including Hindi, Tamil, Bangla, and 10+ Indian vernaculars for authentic investor conversations.
Proven to deliver 2.5x lead conversions and 57% faster follow-ups, turning dormant investor lists into active SIP portfolios.
Built with 100% compliance monitoring adhering to SEBI, IRDAI, and GDPR standards safe for regulated financial workflows.
Our AI employees work alongside your financial advisors, 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.
AI agents can analyze an investor's existing SIP portfolio, income growth signals, and market conditions to proactively recommend SIP top-ups or new fund additions via WhatsApp, voice, or chat. UnleashX's AI agents automate this entire engagement cycle sending personalized nudges, answering investor questions, and completing enrollment without requiring any manual effort from your advisory team.
Talk to our team for a free consultation and personalized demo for your mutual fund business.
UnleashX deploys AI agents for mutual fund and SIP upselling across India and global financial markets.
Global + India
Service Reach
24/7 Operation
Availability
45 Minutes
Go-Live Time
Our AI agents go live in 45 minutes reach investors anywhere in India or globally.
Full compliance with global data privacy and protection standards.
100% monitoring aligned with IRDAI regulatory audit requirements.
Near-human precision across all AI voice, chat, and task execution.
Globally recognized standards for data protection, privacy, and risk management.
Fill in your details and our team will set up a personalized demo of the SIP Upselling AI Agent for your business deployed and live in under 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.