CONVIN FOR fintech
Maximize sales and boost debt collection while staying compliant
Help agents embrace the transition from product-oriented selling to a customer-centric model. Invest in an agent-friendly solution that offers actionable recommendations for acquiring and retaining customers.
How does Convin help the FinTech contact centers?
Collect debt faster
Daily automated call monitoring and coaching can assist agents in honing debt collection skills that expedite repayment and prevent repeated payment delinquency.
Push digital financial solutions to the market
Derive customer intelligence through conversation behavior analysis to learn customer expectations and deliver suitable products and services.
Follow compliance policies and PCI regulations
Avoid lawsuits and hefty fines with 100% compliance monitoring. Track compliance violations and auto-redact confidential customer data.
Invest in AI-powered conversation analysis
Earn more revenue with real-time conversation tracking
Leverage real-time monitoring and guidance to reduce hold times, improve first-call resolution, and shorten sales cycles. Eliminate potential violations and escalations with auto-generated prompts. Make the debt collection process smarter and more friendly–help agents respond with empathy in repayment conversations.
Automate compliance audit
Build a custom scorecard to track the agent’s performance based on PCI, SSAE 16 (SAS 70), ISO, and CFPB regulations. Track 100% of omnichannel conversations and ensure agents stick to call scripts and comply with financial services regulations. Provide agents with automated AI feedback and collection scores to encourage proactive behavior.
Handle demanding customers with confidence
Assist agents in dealing with angry and unreasonable customers. Recommend best practices and winning behavior data to deal with difficult customer questions and objections. Encourage agents to replicate actions and phrases that stand out as positive responses. Address payment collection situations while keeping customers happy and satisfied.
Focus on skills that sell more
Guiding agents on the correct selling techniques and debt collection strategies is the first step towards improved revenue. Coaching can help managers assign automated and manual coaching instances that present best-selling practices in a competitive and complex financial environment.
Unravel new growth opportunities
Staying one step ahead of customers’ movements is the best way to retain and invite new customers. Allow customer intelligence to analyze 100% of multi-channel conversations to extract information on common objections, sentiments, discussion topics, emerging customer trends, and fresh opportunities.
27 %
Increase in CSAT
21 %
Increase in Sales
17 %
Increase in collection rate
Convin's Data Security Measures
Automated PII Masking
Convin’s AI-driven PII masking detects and redacts sensitive data, ensuring compliance with GDPR, PCI DSS, HIPAA, and RBI mandates.
Zero Raw Data Retention
Sensitive data is masked at capture while ensuring compliance with audits and analytics by eliminating raw data exposure.
Enterprise-Grade Data Encryption
Convin secures data with AES-256 encryption, preventing unauthorized access during storage or transfer.
Proprietary In-House LLM
Convin’s proprietary, in-house developed LLM designed specifically for BFSI institutions ensures full data ownership, security, and compliance.
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
Book a Demo
.avif)
