AI Agents for BFSI

Phone AI Agents for BFSI

Increase Engagement, Boost Conversions, and Reduce Costs

OneAI’s phone agents help BFSI companies improve customer engagement by automating lead qualification, appointment setting, payment reminders, and follow-ups. Save time and operational costs by streamlining routine interactions without sacrificing quality.
OneAI phone agents streamline lead qualification, appointment scheduling, and follow-ups for banking, financial services, and insurance agencies. Improve client engagement, enhance operational efficiency, and reduce costs for your banking, financial services, and insurance business.
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Use Cases for BFSI

✅ Lead Qualification

AI agents qualify leads instantly, ensuring your team focuses on high-value clients and conversions.

📞 Outbound Calls

Automatically reach out to existing and potential customers to offer new financial products, services, and policy updates.

📅 Appointment Setting

Automate appointment scheduling for consultations, ensuring timely follow-ups and reducing no-shows.

🔄 Follow-up on Missed Payments

Send reminders for missed payments and schedule follow-ups to help clients get back on track.

⏰ Reminders & Reconfirmation

Minimize missed meetings with automated reminders and confirmations for financial consultations, policy renewals, or account reviews.

🚫 Last-minute Appointment Recovery

Fill last-minute cancellations by notifying waitlisted clients, keeping your advisors’ schedules full.

Phone AI Agents for BFSI Industries

Why OneAI Phone Agents for BFSI?

24/7 Availability

Never miss a customer interaction. Our AI agents are available around the clock to engage with clients, schedule appointments, and respond to inquiries.

Lead Qualification & Prioritization

AI agents qualify leads and route high-priority prospects to your team, ensuring they focus on closing deals with the most promising clients.

Effortless Scaling

Expand your customer outreach without the need for additional staff or training, whether you're a small firm or a large institution.

Cost-Effective

Only pay for active conversations—no idle time or wasted resources.

Human-Like Interaction

Natural, conversational voices ensure that your customers feel like they’re interacting with a real person, even during automated calls.

Phonetastic Performance

From phone verification and voicemail management to gatekeeper bypassing, our AI agents handle it all smoothly and efficiently.

Controllable AI

Set specific goals, rules, and scripts to guide conversations toward your business objectives, ensuring compliance and consistency.

BFSI Companies Using OneAI

1. Insurance Agencies

Examples: Auto insurance, home insurance, life insurance

Benefits:

  • Automate lead follow-ups for new policies or renewals.
  • Schedule consultations for policy reviews and claims processing.
  • Send reminders for premium payments, ensuring timely renewals and reducing lapses.

2. Insurance Providers & Agents

Examples: Life insurance, property insurance, health insurance

Benefits:

  • Automate follow-ups for policy renewals and premium payments.
  • Qualify leads and schedule consultations for policy reviews.
  • Re-engage clients with reminders about new insurance products.

3. Banks & Financial Institutions

Examples: Commercial banks, investment banks, credit unions

Benefits:

  • Automate loan and mortgage application follow-ups.
  • Qualify leads for financial products and services.
  • Automatically remind clients about account reviews, loan payments, or credit card offers.

4. Wealth Management & Advisory Firms

Examples: Financial advisors, retirement planners

Benefits:

  • Automate appointment scheduling and reminders for portfolio reviews.
  • Send follow-ups to re-engage clients with investment opportunities.
  • Ensure timely updates on account status or financial reviews with automated calls.

5. Mortgage & Loan Services

Examples: Mortgage brokers, loan providers

Benefits:

  • Automate lead follow-ups for new loan inquiries.
  • Re-engage potential clients with reminders for rate changes or promotions.
  • Schedule meetings with loan officers and ensure confirmations.

6. Credit Services

Examples: Credit card companies, credit score services

Benefits:

  • Automate outreach for new credit offers and eligibility notifications.
  • Follow up on missed payments or due dates.
  • Schedule consultations for credit counseling or financial planning.

More Use-Cases

Listen to recorded calls

Appointment Scheduling

Identifying Need → Getting Mobile Number → Sending a Text
Data In
Incoming Call
Data Out
Name
Alex Johnson
Consultation Type
Business Law
Phone Number
555-5678
Appointment Scheduled
Wed 11:30

Outbound Cold Call

Call Transfer → Objection Handling
Data In
Prospect
Lisa
Department
HR
Product
Employee benefits premium package
Data Out
Interested
True
Scheduled Meeting
May 15
Objection
Already has a similar product

Customer Support

Identifying Model and Issue → Troubleshooting
Data In
Incoming Call
Data Out
Product
D3 Pro Max
Actions
Restarted, leveled bed, aligned head, test pattern
Resolution Status
Resolved

AI Expert Onboarding Session

Start smart - schedule a free session with one of our AI experts to set up and configure your agent for success