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.

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.