AI for financial services: sales and collections for lenders and insurers
WeScaler automates the finance funnel: AI calls and WhatsApp for loan qualification, EMI reminders and renewals within RBI and TRAI calling rules, plus a CRM and collections dashboard.
A familiar story in banking & finance
A salaried professional applies for a personal loan on his lunch break and compares three lenders before evening. The lender that calls first, explains eligibility clearly and collects documents fastest usually wins the file.
WeScaler fixes this in three stages: find the right leads, filter them with an AI call in the first minute, and follow every interested lead to a sale.
Banking
Banks use AI calling for credit card and loan lead qualification, account opening follow-ups and service reminders.
Loans & NBFCs
Lenders and DSAs call every loan enquiry within a minute, check eligibility basics and collect documents on WhatsApp.
Insurance
Insurers and agents run renewal reminders, lead qualification and claim status updates.
Collections within RBI rules
EMI reminder and collection calls follow RBI's conduct rules, including calling only between 8 am and 7 pm. See RBI calling hours.
Tools for finance
Every WeScaler tool, set up for lending, banking and insurance:
What a month looks like
Plan on 2% of leads called coming back as interested: 600 from every 30,000. Each arrives with a recording, a summary and a tier, so your finance team spends its time on people who want to talk.
FAQs
Can AI make EMI reminder calls in Hindi?
Yes. The agent speaks Hindi, English, Hinglish and major Indian languages such as Tamil, Telugu, Marathi, Bengali, Kannada and Gujarati, and switches when the caller does.
What hours can collection calls be made?
Yes, within the rules: registered numbers, DND checks for promotional calls, logged consent and opt-outs, and RBI calling hours for collections.
Does AI calling work for insurance renewals?
WeScaler automates the finance funnel: AI calls and WhatsApp for loan qualification, EMI reminders and renewals within RBI and TRAI calling rules, plus a CRM and collections dashboard.