Sancharya
AI Voice Workforce
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Financial Services

AI voice agents for wealth & financial institutions.

Automate initial inquiry verification, investment goal mapping, and compliant callback scheduling with sub-800ms speech turnaround.

Build BFSI Voice Employee
Operational Workflows

Engineered for BFSI Conversational Outcomes

Purpose-built calling playbooks designed for Indian customer qualification and conversion.

01

Investment Portfolio Screening

Map investor risk profile and ticket size prior to financial advisor consultation.

Impact: +40% advisor meeting conversion
02

KYC & Document Reminders

Polite multilingual check-ins reminding applicants to upload proof of identity.

Impact: 3x faster account activation
03

Annual Review Booking

Proactively reach existing clients to schedule annual wealth reviews.

Impact: Zero manual SDR dialing
Execution Architecture

How the BFSI AI Agent Operates

Step 01

Lead Ingestion

Prospect submits high-net-worth portfolio assessment inquiry on your portal.

Step 02

AI Qualification

Sancharya dials within 30 seconds, clarifies goals, and verifies KYC willingness.

Step 03

Advisor Handoff

Calendar appointment is placed directly on the certified wealth advisor's calendar.

Spoken Dialogue Sample

Natural Spoken Telephony Flow

Illustrative example of turn-taking, empathetic qualification, and prompt handoff.

Preview BFSI Voice SampleStudio Verified

Sub-800ms conversational turn-taking • Real audio sample

00:00 / 00:28
Click any turn to jump audioReady to play
Sancharya AI Employee
00:00
“Namaste Mr. Verma, this is Sancharya from Sancharya Capital. I noticed you submitted an inquiry regarding tax-saving debt instruments. Did I catch you at a good time?”
Prospect / Customer
00:13
“Yes, I'm looking to park around 25 lakhs for 3 years.”
Sancharya AI Employee
00:17
“Understood. Our principal advisor has openings tomorrow at 11 AM or 3 PM for a 15-minute briefing. Which works better for your calendar?”
In-Call WhatsApp Collateral
Meta Cloud API (0s SLA)
Instant Follow-Up Dispatch (Triggered at 00:20 of Call)

“Hi! As promised on our call with Sancharya AI, here is the official BFSI catalog, pricing overview, and appointment confirmation link.”

Verified 92% WhatsApp open rate within 5 minutes
BANT Criteria

Structured Qualification Questions

Pre-configured discovery questions customized for BFSI.

1
What is your target investment horizon and liquidity preference?
2
Have you previously invested in mutual funds, PMS, or fixed-income assets?
3
Would you like our SEBI-registered advisor to call you with a customized portfolio deck?
Recommended 60db Voice & Dialects:
HindiEnglishTeluguGujaratiMarathi
Instant Template Pre-Fill

Deploy this BFSI AI Agent

Opens the Sancharya builder with the BFSI prompt instructions, qualification questions, and objection rules ready to customize.

Load BFSI Template
Clarity & Compliance

Frequently Asked Questions: BFSI

No. Sancharya acts strictly as an administrative qualification and scheduling agent. It routes prospects to licensed advisors without offering unauthorized financial counsel.

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