BFSI

Disburse faster.
Recover smarter.

Convey Labs helps BFSI teams reach every applicant within seconds, chase KYC documents on WhatsApp, and run polite recovery calls — all in 22+ Indian languages.

+0%
disbursements
−0%
KYC turnaround
0×
recovery contact rate
Convey Labs
Today · loans in pipeline
Personal loan · ₹3.5L
KYC pending · Hindi
in progressStep 2/4
Home loan · ₹42L
approved · Telugu
disbursedToday
Renewal · Motor
reminder sent · Tamil
confirmed1:00 PM
EMI bucket 30+
recovery call · Hindi
PTP captured11:30 AM
📞
Live: KYC reminder call
"Sir, your PAN copy is pending. Can you share it?"

[ Trusted by lenders and insurers across India ]

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The problem

Loans, renewals, recovery —
the funnel leaks at every stage.

From the first ad click to the final EMI, every drop-off costs you money and a future customer.

01

Applicants drop off mid-funnel

Personal loan applicants don't finish the form. Nobody calls them back fast enough to recover the journey.

02

KYC documents go unanswered

PAN, Aadhaar, payslips — chased on email and ignored. Disbursement timelines blow out by weeks.

03

Renewals lapse silently

Motor, health, and term policies expire because the reminder never reached the customer in their language.

04

Recovery is expensive and aggressive

Field collections cost more than the recovered EMI. Customer relationships break.

05

Ads bring junk leads

Lead-gen forms attract everyone. Branches waste hours filtering through applicants who never qualify.

How we move leads

One system. Three growth levers.

Calls, messaging, and ad signals — working together across acquisition, servicing, and collections.

Calls

Call every applicant. Chase every document. Recover every EMI.

Our voice agent reaches new applicants within seconds, walks them through eligibility, chases KYC documents, and runs polite recovery and renewal calls — in the customer's language.

<60s
first contact
22+
languages
100%
lead reach
01

Outbound

Call new leads in under a minute.

02

Inbound

Answer every enquiry. Even at midnight.

03

Follow-ups

Day 1, day 3, day 7 — automatically.

04

Post-Visit

Stay in touch until they convert.

Messaging

Messaging handles document collection and renewal nudges.

PAN uploads, Aadhaar checks, payment links, premium reminders, EMI confirmations — moving on WhatsApp, RCS, or SMS, whichever reaches the customer fastest.

4×
reply rates
24/7
always on
1-tap
engagement
01

Regular Conversation

Common questions answered instantly.

02

Welcome Message

Greet every new lead the moment they enquire.

03

Reminders & Nurturing

Different message at different moments.

04

Broadcast Campaigns

Updates and offers — sent at scale.

Ad Signals

Send disbursement signals back. Get applicants who actually convert.

Approved loans, paid premiums, completed KYC events flow back to your ad platforms. Campaigns learn from disbursed customers — not just form fillers.

−38%
CPQL
+62%
reported conversions
1P
data quality
01

Real Conversions

Only qualified buyers — not every form fill.

02

Bookings Tracked

Every high-value event flows back to your ads.

03

Lower CPQL

Same spend. Better leads. Less junk.

04

Better Lookalikes

Audiences from buyers — not browsers.

Use cases

Every step from application to recovery.

01·Use case

Applicant Callback

Call every new applicant within seconds, in their language.

Sub-60s
first contact
02·Use case

Eligibility Screening

Income, employment, location — qualified before a human steps in.

Auto
pre-qualified
03·Use case

KYC Document Chase

WhatsApp nudges keep PAN, Aadhaar, and payslips moving.

3×
faster KYC
04·Use case

Renewal Reminders

Multi-language reminders so policies don't lapse silently.

+25%
renewal recovery
05·Use case

EMI Recovery

Polite, compliance-grade reminder calls. PTPs captured automatically.

3×
right-party contact
06·Use case

Dormant Lead Reactivation

Bring last quarter's drop-offs back with new offers and rate cuts.

Re-engage
warm pool
From the field

"We were burning tele-callers on KYC chasing. Now WhatsApp does it overnight, and our disbursement timeline is half what it used to be."

O
Operations Head
NBFC, Bangalore
FAQ

Common questions,
answered.

Convey Labs' AI voice agent calls every loan or policy enquiry within 60 seconds, qualifies eligibility and intent in the customer's own language, and routes hot applications to your team. WhatsApp agents then chase documents and KYC automatically.

Yes. Voice and WhatsApp agents place polite, consistent payment and renewal reminders in the customer's preferred Indian language, capture promise-to-pay dates, and log every outcome back to your system.

Yes. The AI speaks 22+ Indian languages including Hindi, Telugu, Tamil, and Marathi, so customers who are uncomfortable in English still get clear answers about products, eligibility, and next steps.

Yes. WhatsApp agents follow up on pending KYC and documents step by step, reminding, collecting, and confirming, which shortens disbursement timelines without burning tele-caller hours.

Convey Labs syncs with LeadSquared, Meta, Google, and 50+ tools out of the box, and conversion signals flow back through server-side tracking so your acquisition campaigns optimise on real disbursals, not just form fills.

Connect Now

Take your pre-sales
to the next level.

Connect with us now to integrate with your business and empower your team with tools built for effortless pre-sales operations.