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
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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
Before Convin, we lacked visibility into why leads were being closed incorrectly, which made it difficult to identify missed business opportunities and impacted both conversions and forecasting accuracy. With Convin’s AI-driven insights, we can now spot genuine buying intent, recover lost leads, and take timely action. This has significantly improved our sales efficiency and reduced revenue leakage. A major advantage has been the alignment it’s created across sales, quality, and business teams- everyone now works with the same reliable data.
Hardik Singh
Functional Head– Quality & Training, Physics Wallah
Before Convin, our quality reviews were entirely manual and limited to a small sample of calls, making it hard to identify patterns or spot missed sales opportunities. With Convin, we can now analyze every call automatically and gain complete visibility into how agents handle leads. The platform helps us flag missed opportunities, provide targeted feedback, and ensure consistent, objective QA scoring. Our reviews are now faster, more accurate, and far more insightful.
Berkha & Devayani
AM- Quality Assurance, Physics Wallah
Before Convin, it was difficult to link quality insights with training outcomes, making it hard to measure how coaching impacted performance and slowing down new agent ramp-up. With Convin, we can now quickly identify skill gaps that affect conversions and deliver targeted, effective coaching. Training has become more focused, and we’re excited to explore Convin’s LMS capabilities to integrate quality and learning on a single platform. The results have been tangible in both agent performance and efficiency. The Convin team has been highly responsive, open to feedback, and proactive in tailoring the platform to our needs.
Ravi Sachan
Senior Manager– Quality & Training, Physics Wallah
“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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