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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.

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Livpure
ICICI bank
Vyapar
Cardekho
Everestfleet
Titan
Get Simpl
Treebo
Medibuddy
Aakash
Reliance Nippon
Thyrocare
Purvankara
Traya
Homelane
Lazypay
Sbi Life
Livpure
ICICI bank
Vyapar
Cardekho
Everestfleet
Titan
Get Simpl
Treebo
Medibuddy
Aakash
Reliance Nippon
Thyrocare
Purvankara
Traya
Homelane
Lazypay
Sbi Life

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.

Real-Time Agent Assist illustration

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
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Integrate Effortlessly With Your Tech Stack

Convin integrates effortlessly with your existing tech-stack to ensure smooth customer-facing operations.
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Trusted by B2C Leaders Who Get It.

“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company
Convin has been instrumental in automatically scoring our call conversations for our inbound call center, allowing us to provide more consistent and insightful feedback to our agents. It has helped us quickly identify coaching opportunities, spot emerging trends and agent pitfalls with missed scripting phrases, as well as provide additional valuable KPI insights for qualitative scoring. Something that used to take a team additional hours of input can now be done in a fraction of the time within one platform.
Rachael
Director, Customer Success
“It's like having a virtual assistant for every rep and manager.”
Convin.ai captures and analyzes every customer interaction — voice, video, and email. With Convin, we’ve eliminated scattered insights, improved sales performance, accelerated onboarding, and even automated CRM updates. We no longer miss a single insight.
Nithin S
Senior Executive, Fyers
Convin.ai has transformed our audit process.
The audit dashboard gives us real-time insights with multiple metrics, making it easier for agents to stay updated on manual audits. What used to be time-consuming manual work in Google Sheets is now streamlined, efficient, and insightful thanks to Convin.ai.
Naresh C
Quality executive, Vyapar
“Convin.ai makes reporting effortless — with expert support every step of the way.”
From setup to daily use, Convin.ai delivers a seamless experience. The platform simplifies report generation, delivers clear dashboard insights, and helps us track performance with precision. Plus, their support team is always responsive and reliable, making adoption smooth and stress-free."
Suraj M
Quality Analyst, Bombay shirt company

Transform Customer Conversations with Convin’s AI Agent Platform

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