More Quality Leads. Lower Acquisition Cost. Compliant Engagement.
Your AI Agent qualifies financial leads by eligibility first on WhatsApp, Journey Orchestration keeps every outreach compliant and personalized, and advisors close from the Unified Inbox with full context.
Quick setup
Most teams see ROI within 30 days
The BFSI challenge
Why financial brands waste budget on unqualified leads
Volume without qualification, generic campaigns that damage trust, and applications that drop off mid-way, the three gaps eroding your conversion rate.
High lead volume, low conversion quality
Financial product campaigns generate thousands of leads but advisors spend 80% of their time on unqualified contacts, wrong income bracket, wrong product, wrong eligibility. CAC skyrockets.
Your AI Agent qualifies every lead on WhatsApp by income, product type, credit profile, and eligibility before any human involvement, advisors only speak to pre-qualified prospects.
Generic financial campaigns violate trust
Sending home loan offers to someone who just took a personal loan, or investment products to someone with no declared income, damages brand trust and risks compliance flags.
Journey Orchestration segments by product interest, income bracket, credit profile, and application stage, automatically delivering compliant, hyper-personalized offers at exactly the right moment.
Dropped applications lose booked revenue
60–70% of started loan or account applications are abandoned mid-way. No follow-up system means this revenue walks out the door.
Journey Orchestration detects application drop-off events and automatically triggers a re-engagement sequence with personalized follow-up, document reminders, and advisor contact from the Unified Inbox.
Only sales-ready leads reach your advisors.
Every inbound financial lead, regardless of source, is immediately engaged by your AI Agent over WhatsApp. It qualifies by loan type, income range, employment status, credit profile, and product eligibility using a conversational flow you configure, while the Engagement CRM logs the profile automatically. Pre-qualified leads are routed instantly to the right advisor team with a full qualification summary in the Unified Inbox. Ineligible leads receive alternative product suggestions and are picked up by Journey Orchestration for long-term nurture, so no lead is wasted, just redirected appropriately.
Audience
First-Time Homebuyers · 640 contacts
Message
👋 Hi {{first_name}}, based on your income profile you're pre-qualified for our first-time buyer rate. Here's what that means for your EMI.
Right product. Right profile. Right moment.
Financial product campaigns that ignore profile context don't just underperform, they damage trust and risk compliance flags. The Engagement CRM segments your lead base by income bracket, declared liabilities, product interest, application stage, and credit behaviour, and Journey Orchestration sends each segment a campaign personalised to their profile: a first-time homebuyer sees a different message than a salaried professional looking to invest, or a self-employed applicant seeking a business loan. Contextually relevant, compliant, and timed to the moment of highest intent.
Every financial lead. Full profile. Close-ready.
When a pre-qualified lead reaches an advisor, the Unified Inbox shows the complete Engagement CRM profile beside the live conversation: income declared, assets, product interest, eligibility score, application history, and every past interaction with the AI Agent and your team. Advisors close without asking questions the customer has already answered. No duplicated effort, no lost context between channels. The result: faster time-to-close, higher conversion rates, and a dramatically lower cost per disbursed loan.
₹45L · Applied 2 min ago
Automated compliance checks
“Geta has helped us automate customer engagement while maintaining the level of accuracy and consistency required in financial services. From answering customer queries to qualifying leads and triggering follow-ups, the AI Agent has significantly reduced manual effort for our team.”
Tirupati Urban Co-op Bank
One applicant, seven modules, an application that finishes.
Most lost BFSI revenue is not a customer who said no — it is an application that stalled at a document. Here is which module owns each step, and what it hands over.
- STEP 1Web Agent
Handles the pre-qualification conversation on the product pages — eligibility against income and tenure, what the rate depends on, which documents will be needed — while staying strictly on published product facts rather than giving advice.
Hands on: the product of interest and the eligibility inputs the applicant supplied, so the first human conversation starts from a qualified position.
- STEP 2Lead Capture
Captures the contact and the explicit consent to be called, inside the conversation, recording what was consented to and when.
Hands on: a consented, reachable lead with the consent trail stored against the profile — the record that matters when contact permission is questioned later.
- STEP 3Contact Profiles
Holds one applicant record: the products enquired about, every document submitted, every call made, and the consent history — visible to whichever advisor picks the case up.
Hands on: a complete case file, so an applicant is never asked twice for a document they already sent.
- STEP 4Lead Stage Automation
Advances the application through its real stages — enquiry, application started, KYC pending, under review, sanctioned, disbursed — as each piece of evidence lands. A behavioural segment cannot express 'KYC pending'; a stage can.
Hands on: an accurate pipeline view and the specific chase each stalled application needs, rather than one generic reminder for every stage.
- STEP 5Journey Orchestration
Runs the flows that recover abandoned applications and hold existing customers: document chases that stop when the document arrives, drop-off recovery for half-finished applications, and renewal reminders timed from the policy or loan date.
Hands on: completion — the majority of lost BFSI revenue is an application that stalled at a document, not a customer who said no.
- STEP 6WhatsApp & Messaging
Delivers secure document-upload links, application status updates and renewal notices on the channel that gets read, with voice available for confirmations that warrant a call.
Hands on: replies — and anything needing a licensed human reaches an advisor through the Unified Inbox with the application stage and document history in view.
- STEP 7Journey Analytics
Reports conversion by product and by stage, and pinpoints the exact step where applications stall most often.
Feeds back: the one stage worth fixing next — and the data to prove whether last month's change to the document chase actually moved completion.
And then it compounds
Every stalled application tells you which stage to fix. The step where applications stop becomes the chase flow you rewrite, renewals move from a spreadsheet to a dated journey, and the consent trail builds itself as you go — so completion rate climbs on the same seven modules, with the audit record already in place.
Every step above is a module you already have on the Geta.ai plan — not an add-on, not a separate tool to integrate. Finance & BFSI teams switch them on in the order that matches how they already sell and serve.
How It Works
From Financial Lead to Closed Deal
One system, four steps: the AI Agent, Journey Orchestration, Engagement CRM, and Unified Inbox working together from the moment a lead arrives to the moment revenue is attributed per product.
AI Agent qualifies the lead on WhatsApp
Every inbound lead, from Meta Ads, Google, landing pages, or WhatsApp click-to-chat, is engaged instantly by the AI Agent, which asks income range, employment type, existing liabilities, and product intent before a human is ever involved.
Journey Orchestration follows up automatically
Eligible leads are routed to the right advisor team immediately. Ineligible leads receive alternative product suggestions and are picked up by an automated Journey delivering compliant, personalized offers, with application drop-off and KYC-abandonment triggering re-engagement on its own.
Engagement CRM keeps the financial profile current
Income, declared assets, product interest, eligibility score, and application stage update automatically after every interaction, so the record is always accurate without manual entry.
Advisor closes from the Unified Inbox
The advisor's inbox shows the complete financial profile beside the live chat, income, assets, eligibility score, and full conversation history. Post-disbursement, revenue is attributed back to product, campaign, and channel.
See it in action
“Interested in a home loan, I'm salaried, around 12L income”
Tagged eligible for the 'Salaried Home Loan' segment. Journey Orchestration sends the pre-approved rate and document checklist, routed to an advisor if they engage further.
Need Help? We've Got You Covered.
Get reliable answers anytime, with clear solutions designed to answer all your questions easily.
Can't find your answer?
Get in touch with our support team, they're friendly and respond fast!
Contact Support