Neutral buyer tool · Indian BFSI
Built for Indian BFSI only, banks, NBFCs, insurers and card issuers

Score the voice-AI vendors your BFSI contact centre is evaluating

A scorecard for Indian BFSI teams scoping voice automation across collections, servicing, sales, retention and onboarding. It is tuned to BFSI's integration, compliance and residency realities, so if your contact centre is in another sector it will not fit you. Score vendors and your own in-house build on the same axes, see where they stand, then get the full report by email.

The rule that makes this work: score only what a vendor can show live. If a capability needs "trust us", score it lower until it is proven.
Read the full checklist

Free to use. You see your ranking on screen; the full breakdown is emailed to you.

Who are you comparing?

Add the vendors you are evaluating. Keep the in-house column if building it yourself is on the table; it is the most-named alternative in this market and deserves a fair column.

Use vendor names only. Do not enter any personal or customer data here, as your comparison can be shared by link.

Weight what matters to you

All categories start equal. Turn up the ones that hurt today and down the ones that do not. Two categories are marked as critical gates: if a vendor scores 0 there, it is flagged not shortlistable no matter how it scores elsewhere. The gates test demonstrable controls, masking, VAPT, data residency and working integrations, not who owns the underlying models.

Score each vendor, 0 to 3

0 not supported · 1 partial or workaround · 2 supported as standard · 3 proven at scale. Score what they showed you live.

Two questions worth answering before you decide, not scored here: which vendor is least effort to maintain in year two, and would your team keep this switched on without being asked? That last one predicts adoption better than any score.

45-minute demo scorecard (optional)

Score one vendor against one realistic scenario, live. Suggested: an overdue EMI reminder to a tier-2 customer who disputes the amount, switches to Hindi mid-call, and asks for a person. If it cannot be shown live, assume it is not ready.

Scoring:

Your ranking

This is your scoring, on your weights. Ranking is what you entered, not a verdict from anyone else. The full breakdown is in your emailed report.

🔒

Get the full report by email

Your ranking is above. The full report adds the detail you can forward to your team and InfoSec:

Per-category score breakdown
Weighted totals and gaps
Demo could-not-show-live list
InfoSec handoff pack

Work email only. We read your company and role from the domain.

Want to pressure-test one column live?

Or read the full checklist
Your full scorecard report. This is the page your emailed link opens. Shareable with your team and InfoSec.

Full breakdown

InfoSec and vendor-risk handoff

Give this to your security team after the first demo. High level by design, not a replacement for your own questionnaire.

  • Security assurance: SOC 2 Type II or stated attestation, ISO 27001 if held, most recent VAPT with the testing partner named and whether RBI-empanelled.
  • Data protection: encryption in transit and at rest, SSO or OAuth, IP whitelisting, no stored credentials, tenant segregation if SaaS, PII masking scope and who configures it.
  • Privacy: DPA or privacy addendum, subprocessor list with locations including every speech and model vendor, processing and storage locations for audio, transcripts, PII and inference, DPDPA data-principal-rights process.
  • AI specific: which models run speech-to-text, language and text-to-speech and where each runs, model-selection rationale, guardrail and hallucination control, whether your data trains shared models and how to opt out.
  • Resiliency: incident response and notification commitments, BC and DR with RTO and RPO, call-recording retention, storage location and deletion controls.

Prepared by Oriserve. Oriserve builds AI voice agents for Indian BFSI contact centres. This tool is offered as neutral buyer guidance.