Autonomous LeadQualification for BFSI
Maximize conversion, minimize leakage with multimodal voice and chat AI that transforms every lead journey
24/7 Instant Engagement
Multimodal AI across voice, chat, WhatsApp, SMS
Human + AI Loop
Seamless handoffs with complete context
100% BFSI Compliance
Full audit trails and regulatory alignment
The BFSI Lead Challenge
Financial services face a multi-billion rupee lead leakage crisis requiring specialized AI solutions
in Indian BFSI
acquisition costs
digital channels
Lead Qualification Reimagined
Purpose-built for BFSI with domain-tuned LLMs, speech analytics, and continuous human-AI collaboration
BFSI-Specific Intelligence
Domain-tuned LLMs understand banking terminology, insurance products, and regulatory requirements for precise qualification
Advanced Analytics Layer
Speech analytics, sentiment analysis, and behavioral scoring provide actionable insights for both AI and human agents
Persistent Engagement Engine
Memory-based nurturing sequences that adapt to prospect behavior, ensuring no lead is ever lost
Seamless Agent–AI Collaboration
No Lead Left Behind
"ORI's AI and your agents work as a single, synchronized team—each learning from the other, ensuring every lead is persistently engaged, optimally qualified, and never lost in the funnel."
Loop
Lead Capture
Multi-channel lead capture across voice, chat, WhatsApp, SMS, and web
AI Qualification
Instant AI-powered qualification using BANT, GPCTBA/C frameworks
Human Handoff
Seamless transfer to human agents with complete context and insights
Agent Analytics
Real-time tracking of interactions, drop signals, and objections
AI Nurturing
Automated follow-up and persistent engagement until conversion
Lead Capture in Detail
Multi-channel lead capture across voice, chat, WhatsApp, SMS, and web forms. ORI instantly engages every lead within seconds, ensuring zero dropoffs.
Why Leading BFSI Choose ORI
The specialized advantage that generic solutions can't match
| Capability | ORI | Generic Bots | Traditional |
|---|---|---|---|
| Multimodal (Voice + Text) | Native, seamless | Partial | None |
| BFSI-Specific Logic | BANT, GPCTBA/C, custom | Basic | Manual |
| Human + AI Loop | Persistent, contextual | Limited | Separate |
| Real-Time Analytics | 100% coverage | Partial | Reports only |
| Speech Analytics | Every call analyzed | None | None |
| Compliance | BFSI-grade | Basic | Manual |
Measurable Impact Across BFSI
Proven results from leading banks, insurers, and NBFCs
Banking
Insurance
NBFC
Average ROI Across All Implementations
Client Success Stories
Leading BFSI organizations trust ORI for lead qualification transformation
Leading Private Bank
Banking
Challenge:
Manual collections process with 60% accuracy in disposition tagging
Solution:
Implemented ORI Voice Bots with automated compliance monitoring
Results Achieved
"ORI's voice bots have transformed our collections process. We've seen a 20% increase in recovery rates while reducing operational costs significantly."
Chief Technology Officer
Leading Private Bank
Top-3 NBFC
Non-Banking Finance
Challenge:
Lead qualification was taking 3+ days with high drop-off rates
Solution:
Deployed ORI Lead Qualification Bots with real-time scoring
Results Achieved
"The AI qualification system has revolutionized our sales pipeline. We're converting leads 30% faster with much higher quality scores."
Head of Sales Operations
Top-3 NBFC
Major Insurance Provider
Insurance
Challenge:
Renewal follow-ups were manual and inconsistent, leading to high churn
Solution:
Implemented ORI Renewal Bots with predictive analytics
Results Achieved
"ORI's renewal automation has been a game-changer. We've not only improved retention but also freed up our team to focus on high-value customers."
VP of Customer Success
Major Insurance Provider
Digital-First Bank
Digital Banking
Challenge:
High customer acquisition costs with poor lead conversion rates
Solution:
Deployed end-to-end ORI Lead Management with AI scoring
Results Achieved
"ORI has completely transformed our customer acquisition funnel. The AI-driven approach has doubled our conversion rates while cutting costs in half."
Head of Digital Acquisition
Digital-First Bank
Implementation Roadmap
From proof-of-concept to full-scale deployment in 8 weeks
Discovery & Alignment
Process mapping & compliance framework design
Deployment & Integration
Platform setup & CRM/system integration
Training & Enablement
Agent training & workflow optimization
Optimization
Analytics, coaching & continuous improvement
Insights by ORI
Perspectives, Playbooks, and Practical AI for the Modern Contact Center