ORI
AI that speaks BFSI

Autonomous LeadQualification for BFSI

Maximize conversion, minimize leakage with multimodal voice and chat AI that transforms every lead journey

24/7 Instant Engagement

Multimodal AI across voice, chat, WhatsApp, SMS

Human + AI Loop

Seamless handoffs with complete context

100% BFSI Compliance

Full audit trails and regulatory alignment

The BFSI Lead Challenge

Financial services face a multi-billion rupee lead leakage crisis requiring specialized AI solutions

60%
Lead leakage
in Indian BFSI
Multi-billion rupee problem
80%+
Prospects abandon without 1hr response
Lost revenue opportunity
40%
Higher
acquisition costs
Manual processes failing
50%+
Prefer
digital channels
Multichannel expectations

Lead Qualification Reimagined

Purpose-built for BFSI with domain-tuned LLMs, speech analytics, and continuous human-AI collaboration

BFSI-Specific Intelligence

Domain-tuned LLMs understand banking terminology, insurance products, and regulatory requirements for precise qualification

Advanced Analytics Layer

Speech analytics, sentiment analysis, and behavioral scoring provide actionable insights for both AI and human agents

Persistent Engagement Engine

Memory-based nurturing sequences that adapt to prospect behavior, ensuring no lead is ever lost

Seamless Agentโ€“AI Collaboration

No Lead Left Behind

"ORI's AI and your agents work as a single, synchronized teamโ€”each learning from the other, ensuring every lead is persistently engaged, optimally qualified, and never lost in the funnel."

Continuous
Loop

Lead Capture

Multi-channel lead capture across voice, chat, WhatsApp, SMS, and web

AI Qualification

Instant AI-powered qualification using BANT, GPCTBA/C frameworks

Human Handoff

Seamless transfer to human agents with complete context and insights

Agent Analytics

Real-time tracking of interactions, drop signals, and objections

AI Nurturing

Automated follow-up and persistent engagement until conversion

Lead Capture in Detail

Multi-channel lead capture across voice, chat, WhatsApp, SMS, and web forms. ORI instantly engages every lead within seconds, ensuring zero dropoffs.

Why Leading BFSI Choose ORI

The specialized advantage that generic solutions can't match

CapabilityORIGeneric BotsTraditional
Multimodal (Voice + Text)Native, seamlessPartialNone
BFSI-Specific LogicBANT, GPCTBA/C, customBasicManual
Human + AI LoopPersistent, contextualLimitedSeparate
Real-Time Analytics100% coveragePartialReports only
Speech AnalyticsEvery call analyzedNoneNone
ComplianceBFSI-gradeBasicManual

Measurable Impact Across BFSI

Proven results from leading banks, insurers, and NBFCs

Banking

Conversion Uplift
20-30%
Cost Reduction
40%
Lead Leakage Drop
80%
Response Time
<1min

Insurance

Policy Conversion
25%
Agent Productivity
50%
Customer Effort
60%
Cross-sell Success
35%

NBFC

Qualification Speed
5x
Cost per Lead
45%
Agent Utilization
70%
Compliance Score
100%

Average ROI Across All Implementations

280%
ROI in 12 months
25%
Conversion uplift
42%
Cost reduction
85%
Lead leakage drop

Client Success Stories

Leading BFSI organizations trust ORI for lead qualification transformation

๐Ÿฆ

Leading Private Bank

Banking

Challenge:

Manual collections process with 60% accuracy in disposition tagging

Solution:

Implemented ORI Voice Bots with automated compliance monitoring

Results Achieved
95% disposition accuracy
40% reduction in operational costs
100% RBI compliance
3-month ROI
"ORI's voice bots have transformed our collections process. We've seen a 20% increase in recovery rates while reducing operational costs significantly."
L

Chief Technology Officer

Leading Private Bank

6 months
๐Ÿ’ผ

Top-3 NBFC

Non-Banking Finance

Challenge:

Lead qualification was taking 3+ days with high drop-off rates

Solution:

Deployed ORI Lead Qualification Bots with real-time scoring

Results Achieved
60% faster qualification
30% higher conversion
24/7 availability
50% cost reduction
"The AI qualification system has revolutionized our sales pipeline. We're converting leads 30% faster with much higher quality scores."
T

Head of Sales Operations

Top-3 NBFC

4 months
๐Ÿ›ก๏ธ

Major Insurance Provider

Insurance

Challenge:

Renewal follow-ups were manual and inconsistent, leading to high churn

Solution:

Implemented ORI Renewal Bots with predictive analytics

Results Achieved
85% renewal rate improvement
70% reduction in churn
Automated 90% of renewals
2-month ROI
"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."
M

VP of Customer Success

Major Insurance Provider

5 months
๐Ÿ’ณ

Digital-First Bank

Digital Banking

Challenge:

High customer acquisition costs with poor lead conversion rates

Solution:

Deployed end-to-end ORI Lead Management with AI scoring

Results Achieved
200% increase in lead conversion
50% reduction in CAC
Real-time lead scoring
4x faster response time
"ORI has completely transformed our customer acquisition funnel. The AI-driven approach has doubled our conversion rates while cutting costs in half."
D

Head of Digital Acquisition

Digital-First Bank

3 months

Implementation Roadmap

From proof-of-concept to full-scale deployment in 8 weeks

1
Weeks 1-2

Discovery & Alignment

Process mapping & compliance framework design

2
Weeks 3-6

Deployment & Integration

Platform setup & CRM/system integration

3
Weeks 7-8

Training & Enablement

Agent training & workflow optimization

4
Ongoing

Optimization

Analytics, coaching & continuous improvement

BFSI AI Insights & Updates

Stay ahead with the latest trends, case studies, and regulatory updates in AI for financial services.

๐Ÿ“Š
Trending
AI & Compliance

The Future of AI in BFSI Collections: Compliance-First Approach

How regulatory compliance is driving AI innovation in financial services collections and what it means for the industry.

Dr. Priya Sharma
Dec 15, 2024
5 min read
๐Ÿ“ˆ
Case Study

Case Study: 60% Cost Reduction in Collections Operations

Deep dive into how a leading NBFC transformed their collections process with ORI's AI voice bots.

Rahul Mehta
Dec 12, 2024
8 min read
โš–๏ธ
Trending
Regulation

RBI Guidelines & AI: Navigating Regulatory Compliance

Understanding the latest RBI guidelines for AI implementation in banking and financial services.

Anjali Gupta
Dec 10, 2024
6 min read
๐ŸŽฏ
Sales & Marketing

Lead Qualification Revolution: From Manual to AI-Powered

How AI is transforming lead qualification processes in insurance and lending sectors.

Vikram Singh
Dec 8, 2024
4 min read

Stay Informed

Get weekly insights on AI trends in BFSI, regulatory updates, and exclusive case studies.

No spam. Unsubscribe anytime.

AI that speaks BFSI

Ready to Transform Your Lead Funnel?

Join leading BFSI organizations achieving 25%+ conversion uplift and 42% cost reduction with ORI's specialized AI platform.