6 of the top 10 private banks run on Exotel
We power secure, intelligent, omnichannel conversations across banking, insurance, and fintech, from acquisition to collections.
Powering secure communication for BFSI leaders
Critical BFSI journeys Exotel powers end-to-end
- Lead generation, prospecting & onboarding
- Customer support that actually resolves
- Collections & payment recovery
- Fraud prevention, risk & compliance
The issue: Too many leads, not enough qualification. Missed calls, dropped prospects, and slow onboarding.
What Exotel enables:
- Click-to-call, IVR, missed-call lead capture
- WhatsApp + SMS journeys for nudges, docs, and status updates
- Voicebot qualification before agents step in
- Automated reminders for KYC, forms, and approvals
- Real-time agent connects with context and call recording
Outcomes:
More qualified leads, faster onboarding, and zero leakage.
The issue: Too many leads, not enough qualification. Missed calls, dropped prospects, and slow onboarding.
What Exotel enables:
- Click-to-call, IVR, missed-call lead capture
- WhatsApp + SMS journeys for nudges, docs, and status updates
- Voicebot qualification before agents step in
- Automated reminders for KYC, forms, and approvals
- Real-time agent connects with context and call recording
Outcomes:
More qualified leads, faster onboarding, and zero leakage.
The issue: Long queues, repeated questions, and disjointed channels ruin CX.
What Exotel enables:
- Cloud contact center with smart routing, sticky agents, priority queues
- Unified support across voice, WhatsApp, SMS, email, in-app chat
- AI bots for 24/7 FAQs, status checks, KYC, outages, and account info
- Agent Assist: live transcripts, summaries, previous history
- CCDP: every interaction stored and visible in one timeline
Outcomes:
Faster resolutions, lower AHT, happier customers, reduced support overhead.
The issue: Manual dialing is expensive. Follow-up consistency is low. Conversion is unpredictable.
What Exotel enables:
- Voicebots for soft collections
- WhatsApp reminders with one-tap payment links
- Automated SMS/IVR workflows based on DPD and due dates
- CQA to flag risky conversations or compliance misses
Outcomes:
Higher recovery at lower cost. Cleaner compliance trails.
The issue: Customers expect safety; institutions cannot afford errors.
What Exotel enables:
- PCI-DSS, ISO 27001, GDPR-aligned infrastructure
- OTP delivery at scale with industry-best delivery rates
- Real-time alerts for unusual activity (SMS, voice, WhatsApp)
- Number masking to secure customer and agent identities
- CQA that monitors 100% of calls for disclosures, script adherence, red flags
Outcomes:
Lower exposure, faster detection, airtight audit readiness.
One platform for every BFSI customer journey
For banks & NBFCs
For banks & NBFCs- Loan application follow-ups and document collection
- KYC reminders and onboarding journeys
- Account updates, OTPs, and fraud alerts
- Collections automation across SMS/WhatsApp/voice
- EMI reminders with payment links
- Inbound customer support with self-service IVR/bots
- RM connect with number masking
For banks & NBFCs- Loan application follow-ups and document collection
- KYC reminders and onboarding journeys
- Account updates, OTPs, and fraud alerts
- Collections automation across SMS/WhatsApp/voice
- EMI reminders with payment links
- Inbound customer support with self-service IVR/bots
- RM connect with number masking
For insurance
For insurance- Quote requests and intelligent lead routing to the right agent
- Policy issuance workflows with payment reminders and updates
- Claims status notifications and SLA-based alerts
- Policy servicing via IVR/bots for endorsements and policy information
- Agent and partner calling with secure number masking
- Renewal reminders and one-tap payment journeys
- Claims document collection via WhatsApp
For insurance- Quote requests and intelligent lead routing to the right agent
- Policy issuance workflows with payment reminders and updates
- Claims status notifications and SLA-based alerts
- Policy servicing via IVR/bots for endorsements and policy information
- Agent and partner calling with secure number masking
- Renewal reminders and one-tap payment journeys
- Claims document collection via WhatsApp
For fintechs
For fintechs- Instant onboarding via WhatsApp and KYC updates
- Loan, credit card or BNPL application status notifications
- EMI reminders and repayment journeys
- Auto-debit failure alerts and smart retries
- In-app call and chat support with masked numbers
- Fraud/suspicious activity alerts and OTP delivery
For fintechs- Instant onboarding via WhatsApp and KYC updates
- Loan, credit card or BNPL application status notifications
- EMI reminders and repayment journeys
- Auto-debit failure alerts and smart retries
- In-app call and chat support with masked numbers
- Fraud/suspicious activity alerts and OTP delivery
Powering intelligent customer journeys at scale
AI
AI agents, routing, QA, intent, predictions and live agent assist.
Swap IVRs, dialers and point tools for one compliant platform.
99.99% uptime built for BFSI-grade loads and peak-day traffic.
Voice, SMS, WhatsApp, and more, all stitched into one view with CCDP.
Privacy
Masked numbers, encryption and audits for sensitive data.
Encrypted data and global standards like PCI DSS and ISO 27001.
LCR and IP calling with PSTN backup to reduce channel costs.
Ready to deliver CX that’s smarter and more human?
Let’s build the future of customer experience, together!
Book a Demo