BFSI & Fintech Solutions

Transform Banking & InsuranceWith AI-PoweredAutomation & Compliance

Revolutionize your BFSI operations with Converiqo AI. From customer onboarding and KYC automation to fraud detection and regulatory compliance - deliver exceptional financial services with intelligent automation.

99.7%
Fraud Detection
Accuracy rate
70%
Faster Processing
Through automation
24/7
Customer Service
AI-powered support
100%
Compliance
Regulatory adherence

Comprehensive BFSI Solutions

End-to-end automation for banking, insurance, and financial services with AI-powered customer experience and regulatory compliance.

Customer Onboarding & KYC

Streamlined digital account opening with AI-powered verification

  • Conversational KYC bot for document collection
  • OCR extraction from ID proofs and utility bills
  • Video KYC with face match and liveness detection
  • Automated AML and sanction list screening
  • Compliance checklists and audit trails

Account & Policy Management

Intelligent account and policy administration with real-time insights

  • Balance and statement inquiries via chat/voice
  • Transaction history and loan balance tracking
  • Policy details and renewal management
  • Premium payment reminders and one-click payments
  • AI-powered loan calculators and eligibility checks

Claims & Service Requests

Automated claims processing with intelligent fraud detection

  • Conversational claim initiation across all product lines
  • Document upload with automated validation
  • Real-time claim status tracking and updates
  • AI-powered fraud detection and anomaly analysis
  • Smart triage with auto-processing for low-value claims

Payments & Transactions

Secure payment processing with voice authentication

  • Multi-channel payment support (UPI, cards, wallets)
  • Secure voice authentication for transactions
  • Automated payment receipts and invoice generation
  • Failed transaction auto-resolution
  • Real-time payment status updates

Advanced AI Capabilities

Cutting-edge AI technology designed specifically for the financial services industry with enterprise-grade security and compliance.

AI-Powered Fraud Detection

Real-time anomaly detection and risk assessment

99.7% accuracy in fraud prevention

Regulatory Compliance

Automated compliance with RBI, IRDAI, SEBI regulations

100% audit trail compliance

Instant Processing

Real-time decision making and automated workflows

70% faster processing times

Customer Experience

Personalized financial coaching and recommendations

85% customer satisfaction score

Real-World Applications

Discover how leading banks and insurance companies are transforming their operations with Converiqo AI across key business functions.

Digital Banking Transformation

Complete digital transformation of banking operations with AI-powered customer onboarding, account management, and transaction processing.

Digital account opening
AI-powered customer service
Automated loan processing
Real-time fraud detection

Insurance Claims Automation

Streamlined claims processing with intelligent document verification, fraud detection, and automated settlement workflows.

Automated claim initiation
Document verification
Fraud detection
Smart settlement processing

Regulatory Compliance Management

Automated compliance monitoring and reporting to meet RBI, IRDAI, and SEBI regulatory requirements.

Automated compliance checks
Audit trail generation
Regulatory reporting
Risk assessment

Customer Experience Enhancement

Personalized financial services with AI-powered recommendations, proactive support, and omnichannel engagement.

Personalized recommendations
Proactive customer support
Omnichannel engagement
Financial coaching

Seamless Integrations

Connect with your existing BFSI ecosystem. Pre-built integrations with leading banking, insurance, and fintech platforms.

Core Banking & Insurance

TemenosFinacleOracle FLEXCUBETCS BaNCSGuidewireDuck Creek

Payments & Processing

RazorpayPayUPayPalStripeMastercard APIsVisa APIs

Compliance & Risk

TruliooSignzyIDfyLexisNexis Risk Solutions

Document Management

DocuSignAdobe SignSharePointBoxGoogle Drive

Communication

TwilioVonageInfobipWhatsApp BSPsGupshup360dialog

CRM & Sales

Salesforce FS CloudHubSpotZoho CRM

Measurable Results

See the real impact of AI automation on your BFSI operations with quantifiable improvements and efficiency gains.

70% Reduction
In manual processing time through AI automation
99.7% Accuracy
In fraud detection and risk assessment
24/7 Availability
Round-the-clock customer service and support
40% Cost Savings
In operational expenses through automation

Enterprise-Grade Security & Compliance

Built with financial services security standards and regulatory compliance requirements at its core.

Regulatory Compliance

  • RBI, IRDAI, SEBI aligned workflows
  • Automated audit trail generation
  • DPDP, GDPR, HIPAA compliance

Data Security

  • AES-256 encryption at rest
  • TLS encryption in transit
  • Multi-factor authentication

Risk Management

  • Real-time AML monitoring
  • Role-based access controls
  • SIEM integration

Transform Your BFSI Operations Today

Join leading banks and insurance companies already using Converiqo AI to automate their operations, reduce costs, and deliver exceptional customer experiences.

Trusted by 50+ BFSI organizations • Enterprise-grade security • 24/7 support