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Agentic AI Platform for Fintech Services

Agentic voice AI built for the complexity of fintech services

Valuez deploys enterprise-grade conversational AI agents across banking, lending, insurance, wealth management, and payments- automating high-volume interactions while maintaining the compliance, accuracy, and trust your customers expect.

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Live Voice Interaction - Farmer Helpline

"My mutual fund SIP was auto-cancelled this month. How do I reactivate it without losing my portfolio?"

Marathi → AI Agent responding in <1.2s
25%+
Increase in Conversions
9+
Language Accessibility
40%
Lower Cart Abandonment
Core Platform

Four capabilities, one unified platform

STT Speech-to-Text

Real-time transcription with financial-domain vocabulary- IFSC codes, account numbers, product names, and regulatory terms trained for noisy environments and regional accents across India and global markets.

TTS Text-to-Speech

Natural, low-latency voice synthesis that builds customer trust. Choose from various voice personas, regional language voices, or neutral professional tones, all without robotic artefacts.

STS Speech to Speech

Direct voice-to-voice translation enabling real-time multilingual conversations between customers and agents, no transcript required. Ideal for vernacular banking and rural outreach programmes.

Agentic AI Conversational AI

Autonomous agents that reason, decide, and execute multi-step financial workflows, balance checks, loan pre-qualification, fraud reporting, and EMI rescheduling without human intervention for routine tasks.

Pain Points Solved

Real challenges, real solutions

01. Slow Loan Approvals

Traditional underwriting takes days. AI-driven credit decisioning evaluates thousands of signals in seconds, giving customers instant approvals 24/7.

02. Hard to Reach Customers

Many people get rejected for credit simply because they have no borrowing history. Our platform looks at everyday signals like bill payments and spending habits to assess anyone fairly.

03. Fraud & Risk Exposure

Manual rules miss evolving fraud patterns. Real-time Machine Learning models flag anomalies the moment they surface, reducing false positives and chargebacks.

04. High Compliance Cost

KYC and Anti Money Laundering workflows drain ops teams. Automated document verification and transaction monitoring cut compliance overhead by up to 60%.

05. Poor Customer Retention

Generic banking experiences drive churn. Hyper-personalised reminders, spend insights, and proactive alerts keep customers engaged and loyal.

06. Broken Data Pipelines

Finance, operations, and compliance teams work off different systems and spreadsheets. A single connected platform puts everyone on the same page- no more chasing data across departments.

Industry Solutions

Built for every player in the Fintech Industry

Replace the form with a guided voice journey

  • 01
    The agent guides the customer through the KYC requirements step by step over the voice.
  • 02
    Document upload triggered via SMS link during the call- agent waits and confirms receipt.
  • 03
    Video KYC session scheduled and reminder sent automatically.
  • 03
    Consent captured by voice and stored with a timestamp for RBI audit trail.
KYC & Onboarding Workflow
Customer initiates account opening Via branch call, app, or digital link- agent handles all channels.
Identity details collected by voice PAN, DOB, address- spoken naturally.
Document upload prompted via SMS Agent sends link mid-call, confirms upload in real time.
Video KYC is scheduled automatically Conversion data captured for Slot booked, agent and customer calendar confirmed by voice.
Consent logged & account activated RBI-compliant consent record stored- account live within minutes.

Automate early-bucket collections with empathetic, compliant voice agents

  • 01
    Proactive outbound calls with personalised messaging.
  • 02
    Agent accepts payment confirmation, promise-to-pay date, or escalation request by voice.
  • 03
    EMI rescheduling requests are handled autonomously within pre-set policy guardrails.
  • 04
    Dates synced to the collections CRM in real time.
Collections Workflow
Personalised outbound call placed Customer name, EMI amount, due date- no generic scripts.
Customer response captured Payment confirmed, promise to pay recorded by voice.
Rescheduling handled autonomously Agent offers restructuring options within policy- no human needed.
Disposition synced to CRM Result, PTP date, and call recording pushed to the collections platform.

Resolve fraud alerts and card disputes in one voice interaction

  • 01
    Outbound call placed within seconds of a flagged transaction or anomaly.
  • 02
    Customer confirms or disputes the transaction by voice- no OTP typing required.
  • 03
    Card block or dispute workflow is triggered instantly on confirmation.
  • 04
    Structured incident report auto-generated and logged for chargeback processing.
Fraud & Dispute Workflow
Suspicious transaction flagged Fraud engine triggers an alert to the AI agent within 15 seconds.
Customer reached by outbound voice Agent identifies customer, reads transaction details clearly.
Confirm or dispute captured by voice Customer responds- no app login or OTP entry required.
Card blocked or a dispute raised Automated action triggered in CBS, confirmation SMS sent.
Incident report generated Structured log created for chargeback, audits, and RBI reporting.

Keep High Net Worth clients informed with proactive, data-driven voice briefings

  • 01
    Agent pulls live portfolio data and summarises performance in natural language.
  • 02
    Upcoming SIP dates, maturity events, and rebalancing alerts communicated proactively.
  • 03
    Client questions on holdings, Net Asset Value, and market events answered in real time.
  • 03
    Complex advisory conversations escalated to Relationship Manager with full conversation context.
Wealth Advisory Workflow
Portfolio data pulled from fund platform Live NAV, returns, and allocation are fetched before the call begins.
Client briefed by voice agent Personalised performance summary delivered no jargon.
SIP and maturity alerts communicated Upcoming events flagged proactively, action prompts included.
Client queries resolved in real time NAV, sector exposure, benchmark comparison answered instantly.
Relationship Manager escalation with full context Complex conversations were transferred with a transcript and a portfolio snapshot.

Handle policy queries, renewals, and claims First Notice of Loss without branch visits

  • 01
    Renewal reminders sent proactively with a premium amount and a payment link by voice
  • 02
    Coverage and exclusion queries resolved instantly, no hold queues
  • 03
    First Notice of Loss captured by voice, incident details, claimant identity, and supporting docs requested.
  • 04
    Claim reference number issued and surveyor appointment scheduled autonomously.
Insurance Servicing Workflow
Renewal due date triggers outbound call Agent reminds policy holder 30, 15, and 7 days before expiry.
Premium and payment link shared Amount confirmed by voice, payment link sent via SMS mid-call.
First Notice of Loss captured conversationally Incident type, date, location, and claimant details collected by voice.
Document checklist sent automatically Required documents listed by SMS, upload portal link included.
Claim reference & surveyor scheduled Reference number issued by voice, surveyor appointment confirmed

Drive retention and repeat purchases automatically after every order

  • 01
    Feedback and review collection at optimal timing
  • 02
    Cross-sell and upsell recommendations post-delivery
  • 03
    Loyalty program updates and reward notifications
Post-Purchase Workflow
Order delivered Delivery confirmation triggers post-purchase sequence
Review request sent Personalized ask with product photo, timed for peak response
Next purchase suggested Complementary product surfaced based on what was bought
Loyalty points updated Reward balance communicated with next redemption nudge
Deployment

Live in days, not months

1
Define Your Use Case

Tell us your workflow- loan processing, fraud detection, and customer onboarding. We configure the AI agent to match your exact needs.

2
Train on Your Content

Upload your product docs, compliance policies, or FAQ databases. The agent learns your domain in hours using our no-code technology.

3
Deploy Across Channels

Go live on IVR, Website, Webhook, API or CRM- all from one platform, simultaneously.

4
Monitor & Scale

Real-time dashboards show interaction volume, resolution rates, language usage, and escalation patterns. Scale with confidence.

Enterprise Ready

Built for enterprise scale and security

  • On-Premise Deployment Available
    Full data sovereignty- deploy entirely within your infrastructure with no cloud dependency
  • ERP & CRM Integrations
    Connect with Salesforce, SAP, or fintech platforms via standard APIs with no engineering overhead.
  • 99.9% SLA Uptime
    Enterprise-grade infrastructure with regional failover and dedicated support teams.
  • Dedicated Onboarding & Support
    A dedicated solutions team assists with agent training, language tuning, and workflow configuration.
FAQ's

Got Questions? We've Got Answers.

Conversational AI enables instant, 24/7 support, personalized interactions, and faster query resolution, enhancing overall customer satisfaction and engagement.

Yes, platforms are built with enterprise-grade security, encryption, and compliance with financial regulations to ensure safe handling of sensitive data.

Common use cases include customer support, transaction inquiries, fraud alerts, onboarding assistance, loan eligibility checks, and account management.

Deployment timelines vary based on complexity, but most solutions can be implemented within a few weeks using pre-built integrations, APIs, and customizable workflows.
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