AI Relationship Manager for BFSI
We don't react after drop-offs. We prevent them inside the journey, across Lending, Credit Cards, Insurance, Wealth, and Banking.
Get a Custom DemoBenefits of AI Relationship Management
Real Impact For Your Vertical
Specific, workflow-level solutions, not generic support.
Revenue & Cost Leakage
High-intent borrowers abandon journeys due to KYC friction, mandate failures, and eligibility confusion, turning high traffic into wasted CAC.
High-Impact Use Cases
Specific. Workflow-level. Not generic support.
- 1Loan onboarding completion
- 2KYC assistance & document upload
- 3Bank linking & mandate setup
- 4Eligibility clarification
- 5Drop-off recovery (in-app + voice)
- 6Pre-sales qualification
Direct Impact
Impact observed in production deployments.
Revenue Uplift
- +15–20% onboarding completion
- +12% conversion increase
- Higher approval-to-disbursal rate
Cost Reduction
- 50–70% reduction in support calls
- Lower cost per acquisition
- Reduced drop-off recovery spend
Compliance, Data Security & Certifications
Built for BFSI from the ground up. Every control, certification, and safeguard your compliance team needs to say yes.
SOC 2 Type II
Security & Availability
ISO 27001
Information Security
GDPR Compliant
Data Privacy
RBI Guidelines
BFSI Regulatory
DPDP Act
India Data Protection
Data Residency Controls
All customer data stays within your chosen region. Full sovereignty over where data is stored and processed.
PII Masking & Redaction
Sensitive fields are automatically detected and masked in logs, analytics, and conversation exports.
End-to-End Encryption
All data in transit and at rest is encrypted using AES-256. No unencrypted data ever leaves your environment.
Role-Based Access Control
Granular permissions for every team member. Audit every action with immutable logs stored for 12 months.
Compliance Audit Logs
Every agent interaction, configuration change, and data access event is logged and exportable for regulators.
Zero Data Training Policy
Your customer data is never used to train AI models. Strict data isolation between all tenants.
Choose your deployment
Two agents. One platform. Full customer lifecycle coverage.
In-App AI Agent
Embed an intelligent agent inside your web or mobile app. In-App AI Agent becomes part of your product, always available, always helpful.
- No-code configuration
- SDK for web, iOS, Android
- Real-time behaviour detection
- Multilingual support
AI Calling Agent
Deploy Calling AI Agent to proactively call drop-off users. Re-engage, qualify, and convert through natural voice conversations.
- Human-like voice
- TRAI-compliant outbound
- CRM auto-logging
- Multi-language calling
Platform Capabilities
Everything you need to deploy, manage, and scale AI agents across your product.
Agent Builder
Build and configure your agent persona, knowledge base, and trigger conditions, no code required.
Analytics Dashboard
Track every conversation, resolution rate, and conversion metric in real time.
CRM & CDP Integration
Connect RevRag to your existing stack, Salesforce, HubSpot, Segment, and 50+ tools.
A/B Testing
Test different agent flows, messages, and trigger conditions to find what converts best.
Compliance Controls
Role-based access, PII masking, audit logs, and data residency controls built in.
Weekly Insight Reports
Automated reports highlighting top user pain points, improvement opportunities, and performance trends.
Ready to stop revenue leakage?
RevRag AI embeds inside your workflows to increase conversion, reduce cost, and expand across the full customer lifecycle.
Book a Custom Demo