Fixed Deposit Maturity Reminder and Renewal Flow
This template automates FD maturity communication, presenting renewal options and competitive rates to customers before funds are released. It captures reinvestment instructions and confirms the chosen plan without requiring a branch visit.
AI operates via
How It Works
- 01
30-day reminder
Email and WhatsApp sent with current renewal rates and options.
- 02
7-day call
AI Employee calls to confirm intent and answer rate queries.
- 03
Instruction capture
Customer selects tenure and renewal type via guided conversation.
- 04
Confirmation
Digital confirmation sent with revised FD certificate details.
See How It Works
The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.
30-day reminder
7-day call
Instruction capture
Confirmation
30-day reminder
Email and WhatsApp sent with current renewal rates and options.
7-day call
AI Employee calls to confirm intent and answer rate queries.
Instruction capture
Customer selects tenure and renewal type via guided conversation.
Confirmation
Digital confirmation sent with revised FD certificate details.
Key Results
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TRUSTED BY HIGH-GROWTH BUSINESSES
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Our team will configure this template to your CRM, compliance rules, and brand voice. Live in under 7 days.