Industry · Financial services
Collections reminders, KYC checks, renewal nudges, and customer support — handled in the caller's preferred Indian language, with transfer to a human when stakes get high.
The problem
Indian financial services teams run portfolios that span 8+ languages, dozens of cities, and outcomes that can't be skipped — KYC, due-date reminders, dispute capture. Agents call thousands of accounts a day and read the same script. Quality slips, languages get dropped, and the right outcome rarely lands on the right record.
Problem · Solution
The problem today
Financial services teams in India run multilingual portfolios under strict compliance. Tele-callers read identical scripts hundreds of times a day — quality slips, scripts drift, and the right outcome rarely lands on the right record. Calls in Tier-2/3 cities are mostly in vernacular languages your agents may not speak fluently. Meanwhile, every conversation needs a compliant audit trail: who said what, in which language, and what the customer agreed to. The cost isn't just calls missed — it's collections that slip, KYC that goes stale, and renewals that lapse to a competitor.
How Vocily AI handles it
Identity & disclosure built-in
Every call opens with the legally required identity confirmation and reason-for-call disclosure, captured in transcript and recording.
Indian languages out of the box
Hindi, Hinglish auto-switch, Tamil, Telugu, Marathi, Bengali, Gujarati, Kannada — selected per customer profile or detected live.
Outcome capture with structured fields
Promise-to-pay, dispute, renewal accepted, KYC updated — every outcome lands on the execution record with custom rubrics and sentiment.
Sentiment-triggered escalation
When sentiment turns or the customer asks for a human, the agent transfers with the full conversation context attached.
Transcript + recording per call
Transcript, recording, language tag, outcome and custom analysis are stored together on every execution record — your team has the artefacts it needs to review.
Agents you can ship
Each agent ships with a starter prompt, knowledge base hooks, and the right tools wired to your stack.
Outbound — pre-DPD and early-bucket reminders
>You are a polite collections reminder agent for ABC Finance...
Inbound + outbound — re-KYC, periodic checks
>Confirm the customer's KYC details and capture any updates...
Outbound — insurance, loan top-up, FD rollovers
>You are a renewal advisor for a savings product...
How the conversation runs
Step 01
The agent greets in their language, confirms identity, and explains the reason for the call.
Step 02
Agent answers questions, captures responses, and looks up real customer context through your APIs.
Step 03
Promise to pay, renewal accepted, transfer requested — every outcome lands on the execution record.
Step 04
Recordings, transcript, sentiment, and custom analysis are ready for QA the same day.
Listen in
An illustrative Hindi-Hinglish reminder — the customer speaks in Hindi, the agent matches.
Namaste, kya main Rahul ji se baat kar raha hoon?
Hello, am I speaking with Rahul?
Haan ji, main Rahul bol raha hoon.
Yes, this is Rahul.
Main XYZ Finance se hoon. Aapki EMI ki due date 5 tareekh hai. Kya aap us din pay kar paayenge?
I'm from XYZ Finance. Your EMI is due on the 5th. Will you be able to pay that day?
Captures promise-to-pay
Haan, 5 tareekh tak ho jaayega.
Theek hai. Maine 5 tareekh ka promise note kar liya hai. Confirmation SMS aa jayegi.
Got it. I've noted promise for the 5th. You'll get a confirmation SMS.
Common questions
Yes — you wire Vocily AI into your LMS / PAS via API tools. The agent can confirm due amount, due date, last payment, and outstanding without the customer having to repeat themselves.