More Quality Leads. Lower Acquisition Cost. Compliant Engagement.
Your AI Agent qualifies financial leads by eligibility first on WhatsApp, Journey Orchestration keeps every outreach compliant and personalized, and advisors close from the Unified Inbox with full context.
Quick setup
Most teams see ROI within 30 days
The BFSI challenge
Why financial brands waste budget on unqualified leads
Volume without qualification, generic campaigns that damage trust, and applications that drop off mid-way, the three gaps eroding your conversion rate.
High lead volume, low conversion quality
Financial product campaigns generate thousands of leads but advisors spend 80% of their time on unqualified contacts, wrong income bracket, wrong product, wrong eligibility. CAC skyrockets.
Your AI Agent qualifies every lead on WhatsApp by income, product type, credit profile, and eligibility before any human involvement, advisors only speak to pre-qualified prospects.
Generic financial campaigns violate trust
Sending home loan offers to someone who just took a personal loan, or investment products to someone with no declared income, damages brand trust and risks compliance flags.
Journey Orchestration segments by product interest, income bracket, credit profile, and application stage, automatically delivering compliant, hyper-personalized offers at exactly the right moment.
Dropped applications lose booked revenue
60–70% of started loan or account applications are abandoned mid-way. No follow-up system means this revenue walks out the door.
Journey Orchestration detects application drop-off events and automatically triggers a re-engagement sequence with personalized follow-up, document reminders, and advisor contact from the Unified Inbox.
Only sales-ready leads reach your advisors.
Every inbound financial lead, regardless of source, is immediately engaged by your AI Agent over WhatsApp. It qualifies by loan type, income range, employment status, credit profile, and product eligibility using a conversational flow you configure, while the Engagement CRM logs the profile automatically. Pre-qualified leads are routed instantly to the right advisor team with a full qualification summary in the Unified Inbox. Ineligible leads receive alternative product suggestions and are picked up by Journey Orchestration for long-term nurture, so no lead is wasted, just redirected appropriately.
Audience
First-Time Homebuyers · 640 contacts
Message
👋 Hi {{first_name}}, based on your income profile you're pre-qualified for our first-time buyer rate. Here's what that means for your EMI.
Right product. Right profile. Right moment.
Financial product campaigns that ignore profile context don't just underperform, they damage trust and risk compliance flags. The Engagement CRM segments your lead base by income bracket, declared liabilities, product interest, application stage, and credit behaviour, and Journey Orchestration sends each segment a campaign personalised to their profile: a first-time homebuyer sees a different message than a salaried professional looking to invest, or a self-employed applicant seeking a business loan. Contextually relevant, compliant, and timed to the moment of highest intent.
Every financial lead. Full profile. Close-ready.
When a pre-qualified lead reaches an advisor, the Unified Inbox shows the complete Engagement CRM profile beside the live conversation: income declared, assets, product interest, eligibility score, application history, and every past interaction with the AI Agent and your team. Advisors close without asking questions the customer has already answered. No duplicated effort, no lost context between channels. The result: faster time-to-close, higher conversion rates, and a dramatically lower cost per disbursed loan.
₹45L · Applied 2 min ago
Automated compliance checks
“Before Geta.ai, our advisors were spending 70% of their time on leads that never converted. Now the AI qualifies everything upfront. Our lead-to-approval rate went up 5× and our cost per disbursed loan dropped 41% in one quarter.”
Arjun Mehta
Head of Digital Lending, GrowthFin Capital
↓ 41%
Cost per disbursed loan
5×
Lead-to-approval rate
How It Works
From Financial Lead to Closed Deal
One system, four steps: the AI Agent, Journey Orchestration, Engagement CRM, and Unified Inbox working together from the moment a lead arrives to the moment revenue is attributed per product.
AI Agent qualifies the lead on WhatsApp
Every inbound lead, from Meta Ads, Google, landing pages, or WhatsApp click-to-chat, is engaged instantly by the AI Agent, which asks income range, employment type, existing liabilities, and product intent before a human is ever involved.
Journey Orchestration follows up automatically
Eligible leads are routed to the right advisor team immediately. Ineligible leads receive alternative product suggestions and are picked up by an automated Journey delivering compliant, personalized offers, with application drop-off and KYC-abandonment triggering re-engagement on its own.
Engagement CRM keeps the financial profile current
Income, declared assets, product interest, eligibility score, and application stage update automatically after every interaction, so the record is always accurate without manual entry.
Advisor closes from the Unified Inbox
The advisor's inbox shows the complete financial profile beside the live chat, income, assets, eligibility score, and full conversation history. Post-disbursement, revenue is attributed back to product, campaign, and channel.
See it in action
“Interested in a home loan, I'm salaried, around 12L income”
Tagged eligible for the 'Salaried Home Loan' segment. Journey Orchestration sends the pre-approved rate and document checklist, routed to an advisor if they engage further.
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