Скачать или смотреть Automate KYC & SIP Follow-Up: AI Calling For Financial Advisors

Mutual fund advisors: struggling with lead follow-up, pending KYC, SIP bounces, and cross-selling?

Watch how AI Calling automates your entire customer journey—from KYC qualification to calendar booking to post-investment support—in Hindi, English, and regional languages.

Problems This Solves:
✓ 1000+ pending KYC leads sitting idle
✓ SIP bounces without call follow-up
✓ Webinar leads going cold after 48 hours
✓ Regional Tier-2 data untapped (language barrier)
✓ Existing clients unreached for reviews & cross-sells
✓ Panic calls during market downturns (same questions repeated)
✓ Time spent on repetitive calls instead of closing deals

What AI Calling Does:
Handles outbound qualification calls in 19+ languages
Remembers previous interactions (KYC status, bounce history, review due dates)
Books calendar meetings with your availability
Manages inbound investor panic calls with consistent messaging
Integrates with your CRM (or works without it)
Runs 24/7—no hiring, no attrition, no training costs

Key Features for Your Use Case:
🎯 Pre-sales KYC qualification (reduce manual touchpoints)
🎯 SIP bounce recovery (intelligent payment discussion calls)
🎯 Post-webinar lead nurturing (convert cold to warm in 48 hours)
🎯 Regional expansion (Tier-2/Tier-3 outreach in local languages)
🎯 Portfolio review reminders (trigger reviews on schedule)
🎯 Cross-sell discovery (identify uninsured/unplanned customers)
🎯 Market volatility support (calm investor panic with templated calls)

Who This Is For:
Mutual fund distributors scaling from 10K to 100K+ AUM
Financial advisors with team hiring/retention challenges
Corporate advisors managing hundreds of clients
Firms expanding into Tier-2/Tier-3 markets

Your GTM doesn't scale with more people. It scales with smarter automation. This AI agent becomes your 24/7 L1/L2 support—so you and your team focus on advice, trust-building, and closing deals.

Ready to see how it works? Book a 20-minute demo—link in bio.