CONVIN FOR banking
Accelerate KYC, Prevent Fraud, and Improve Collections with AI
Convin’s AI solutions for banking automate repetitive processes, enable real-time fraud detection, and streamline EMI reminders.
Deliver faster service, stay compliant with RBI regulations, and build lasting customer trust with AI-driven automation.
How Does Convin Help the Banking Industry?
Accelerate KYC and Reduce Turnaround Time
Handle large volumes of verification calls during onboarding and re-KYC seasons seamlessly. Train agents to verify customer details, explain KYC requirements clearly, and close verifications faster with AI-powered workflows.
Prevent Mis-selling and Ensure Compliance
Detect and prevent misrepresentation of financial products using real-time compliance monitoring. Educate agents on ethical selling practices and adherence to RBI, KYC, and AML regulations through AI-guided conversations.
Improve Loan and EMI Recovery Rates
Identify communication behaviors that improve payment recovery. Coach agents on effective reminder techniques and personalized outreach to increase on-time payments and reduce delinquency.
How Does Convin Help the Banking Industry
Convin Product Suite for Banking Contact Centers
Convin’s Automated QA helps banking teams maintain transparency and consistency across every customer interaction. Ensure 100% call audits with AI-powered feedback that rectifies miscommunication, identifies risk-prone conversations, and eliminates mis-selling in loan or product pitches. Maintain regulatory integrity and deliver a superior customer experience in every call.
Convin Insights
Leverage advanced voice-of-customer analytics to understand intent, sentiment, and product interest. Quickly identify high-value customers showing strong buying intent, enabling more targeted outreach and smarter relationship management. Improve conversion rates for cross-sell, upsell, and loan closure opportunities.
Conversation Behavior Analysis
Convin’s Conversation Behavior Analysis reveals patterns behind successful customer interactions. Identify language cues, tone, and engagement strategies that drive account openings or credit product sales. Use these insights to replicate winning behaviors and continuously enhance performance across teams.
Automated Agent Coaching
Deliver automated, personalized, data-backed coaching that sharpens agent communication skills. Build a culture of continuous learning by using call data, assessments, and behavioral insights to upskill agents for high-quality interactions.
Real-Time Agent Assist
Empower agents during live calls with Convin’s Real-Time Assist. Get compliance nudges, product information, and context-aware recommendations instantly. Help agents handle objections, explain products accurately, and follow RBI-mandated disclosure scripts without missing key details.
45%
Faster KYC Completion
30%
Higher EMI Recovery Rates
40%
Fewer Compliance Escalations
25%
Improvement in Customer Satisfaction Scores
70 %
Reduction in Manual QA Effort
50 %
Faster Fraud Detection and Risk Alerts
Analyze omnichannel conversations
Access Convin
on-the-go
on-the-go
Integrate Effortlessly With Your Tech Stack
Integrate Effortlessly With Your Tech Stack
Trusted by B2C Leaders Who Get It.
“With Convin, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"Convin.ai helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer—automatically creating personalized training from call data. The team has been a true partner, constantly sharing valuable insights and helping us improve key metrics like AHT and CSAT."
Preeti Singh
Quality Assurance Lead
Mohit Sidhwani
Head of Customer Experience
Convin has given us an automated way to record sales conversations, revisit them, coach effectively, and extract insights with AI. This solved inconsistencies in coaching and helped us zoom in on specific skills to improve team performance.
Preeti Singh
Quality Assurance Lead
Alex
Head of Strategic Alliances & Sales Operations
INDUSTRY
Software (B2B SaaS & Professional Services)
CONTACT CENTER SIZE
2000+
RATING
9/10
“With Convin, we expanded from manually auditing just 2% of calls to 100% coverage through AI-powered audits. This insight reduced social media escalations by 50% within a year.”
Preeti Singh
Quality Assurance Lead
Preeti Singh
Quality Assurance Lead
Read Casestudy
INDUSTRY
Consumer Electronics
CONTACT CENTER SIZE
350+
FOUNDED
2011
"Convin.ai helped us scale our call audit coverage from 1.5% to nearly 30%, enabling real-time feedback and better agent performance. Their AI-powered LMS was a game-changer—automatically creating personalized training from call data. The team has been a true partner, constantly sharing valuable insights and helping us improve key metrics like AHT and CSAT."
Mohit Sidhwani
Head of Customer Experience
Transform Customer Conversations with Convin’s AI Agent Platform
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