Loan Application Support
Explains loan options, checks eligibility instantly, collects applicant details, and guides users through the full application process reducing drop-offs and increasing approved applications with 24/7 availability.
Financial services firms face intense pressure to convert leads faster, reduce operational costs, and deliver round-the-clock customer support. UnleashX's AI Voice Agents are purpose-built for banking, lending, and insurance automating loan applications, policy renewals, and claims support with 98% human-like precision, 24/7, in 100+ languages.
Purpose-built autonomous AI agents that handle every critical financial services workflow round the clock, across every channel.
Explains loan options, checks eligibility instantly, collects applicant details, and guides users through the full application process reducing drop-offs and increasing approved applications with 24/7 availability.
Runs multi-touch renewal campaigns across phone, WhatsApp, and SMS; sends premium-due reminders; answers renewal queries; and prevents policy lapses with timely, personalised nudges to boost retention.
Guides customers through every step of the claims process, explains required documents, collects uploads via WhatsApp, and shares real-time claim status updates reducing processing time significantly.
Runs outbound campaigns for life, health, and motor insurance; qualifies leads; assesses needs; shares plan options; generates instant quotes; and boosts conversions through personalised follow-ups.
Connects with financial prospects around the clock via calls, chat, and email; nurtures leads; sends follow-ups; autonomously updates CRM systems; and closes deals until every opportunity converts.
A complete orchestration platform to build, deploy, and manage autonomous AI employees for financial workflows with 200+ integrations, 100% compliance monitoring, and 45-minute go-live deployment.
Financial institutions in banking, lending, and insurance handle enormous volumes of repetitive, high-stakes customer interactions loan inquiries, renewal follow-ups, claims support, and sales outreach. UnleashX AI Voice Agents replace manual workflows with autonomous digital employees that operate 24/7, deliver 98% human-like conversations across 100+ languages, and maintain 100% compliance with IRDAI and GDPR standards driving 2.5x lead conversion at 40% lower cost.
See how financial services teams use UnleashX AI agents to convert more leads and cut operational costs.
"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 a voice bot, it provides a full-stack autonomous AI workforce built for the unique demands of financial services.
Near-human precision across every voice, chat, and task interaction ensuring customers always get reliable, accurate financial information.
100% compliance monitoring aligned with IRDAI, GDPR, and internal audit protocols critical for banking and insurance operations across India and global markets.
Production-ready AI agents deployable in just 45 minutes using pre-built financial services templates so your team converts faster, not later.
Seamlessly syncs with Salesforce, HubSpot, Zendesk, WhatsApp, and 200+ tools fitting into your existing financial services tech stack without disruption.
Autonomous AI agents built to work harder, faster, and smarter than any traditional team.
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.
Custom AI agent pricing with UnleashX varies based on the number of agents deployed, interaction volumes, and integrations required. The platform delivers a documented 40% cost reduction compared to traditional workforce solutions. Given a 45-minute go-live time and pre-built financial services templates, initial deployment costs are significantly lower than bespoke development. Contact UnleashX for a tailored quote based on your specific financial workflows.
Talk to our specialists for a personalised walkthrough of financial services AI agent use cases.
UnleashX deploys AI voice agents for financial services teams across India and global markets worldwide.
Global & India
Service Reach
24/7 Always-On
Availability
100+ Languages
Languages
UnleashX AI agents are deployable for financial services teams anywhere in the world.
Full adherence to India's Insurance Regulatory and Development Authority standards.
Certified data privacy and protection compliance for global financial services deployments.
Enterprise-grade reliability with guaranteed 99% uptime for uninterrupted financial operations.
Globally recognized standards for data protection, privacy, and risk management.
Fill in your details and an UnleashX specialist will reach out to walk you through a tailored demo covering your specific banking, lending, or insurance workflows. Most teams go live within 45 minutes of sign-off.
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.