Maximize conversion, minimize leakage with multimodal voice and chat AI that transforms every lead journey
Multimodal AI across voice, chat, WhatsApp, SMS
Seamless handoffs with complete context
Full audit trails and regulatory alignment
Financial services face a multi-billion rupee lead leakage crisis requiring specialized AI solutions
Purpose-built for BFSI with domain-tuned LLMs, speech analytics, and continuous human-AI collaboration
Domain-tuned LLMs understand banking terminology, insurance products, and regulatory requirements for precise qualification
Speech analytics, sentiment analysis, and behavioral scoring provide actionable insights for both AI and human agents
Memory-based nurturing sequences that adapt to prospect behavior, ensuring no lead is ever lost
No Lead Left Behind
"ORI's AI and your agents work as a single, synchronized team—each learning from the other, ensuring every lead is persistently engaged, optimally qualified, and never lost in the funnel."
Multi-channel lead capture across voice, chat, WhatsApp, SMS, and web
Instant AI-powered qualification using BANT, GPCTBA/C frameworks
Seamless transfer to human agents with complete context and insights
Real-time tracking of interactions, drop signals, and objections
Automated follow-up and persistent engagement until conversion
Multi-channel lead capture across voice, chat, WhatsApp, SMS, and web forms. ORI instantly engages every lead within seconds, ensuring zero dropoffs.
The specialized advantage that generic solutions can't match
| Capability | ORI | Generic Bots | Traditional |
|---|---|---|---|
| Multimodal (Voice + Text) | Native, seamless | Partial | None |
| BFSI-Specific Logic | BANT, GPCTBA/C, custom | Basic | Manual |
| Human + AI Loop | Persistent, contextual | Limited | Separate |
| Real-Time Analytics | 100% coverage | Partial | Reports only |
| Speech Analytics | Every call analyzed | None | None |
| Compliance | BFSI-grade | Basic | Manual |
Proven results from leading banks, insurers, and NBFCs
Leading BFSI organizations trust ORI for lead qualification transformation
Banking
Manual collections process with 60% accuracy in disposition tagging
Implemented ORI Voice Bots with automated compliance monitoring
"ORI's voice bots have transformed our collections process. We've seen a 20% increase in recovery rates while reducing operational costs significantly."
Chief Technology Officer
Leading Private Bank
Non-Banking Finance
Lead qualification was taking 3+ days with high drop-off rates
Deployed ORI Lead Qualification Bots with real-time scoring
"The AI qualification system has revolutionized our sales pipeline. We're converting leads 30% faster with much higher quality scores."
Head of Sales Operations
Top-3 NBFC
Insurance
Renewal follow-ups were manual and inconsistent, leading to high churn
Implemented ORI Renewal Bots with predictive analytics
"ORI's renewal automation has been a game-changer. We've not only improved retention but also freed up our team to focus on high-value customers."
VP of Customer Success
Major Insurance Provider
Digital Banking
High customer acquisition costs with poor lead conversion rates
Deployed end-to-end ORI Lead Management with AI scoring
"ORI has completely transformed our customer acquisition funnel. The AI-driven approach has doubled our conversion rates while cutting costs in half."
Head of Digital Acquisition
Digital-First Bank
From proof-of-concept to full-scale deployment in 8 weeks
Process mapping & compliance framework design
Platform setup & CRM/system integration
Agent training & workflow optimization
Analytics, coaching & continuous improvement
Stay ahead with the latest trends, case studies, and regulatory updates in AI for financial services.
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