Leveraging Agentic AI to Redefine Service Excellence in BFSI

Kipps.AI delivers advanced AI solutions for the BFSI sector, transforming customer service and operational efficiency. Our conversational AI — including smart chatbots and voice assistants, sales training, RAG orchestrated sales tools. With 24/7 assistance, we provide fast, accurate responses while automating workflows and enabling data-driven decision-making. From sharing policy details to guiding products, our AI tools ensure seamless, secure, and personalized experiences boostoing customer experience and drive growth.

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Kipps.AI's offerings for BFSI world

Kipps.AI offers value centric AI services for Customers, Sales Representatives, Customer Support, Policy Advisors, Relationship Managers and Brand Managers

Conversational AI for BFSI

Generative AI based Sales Rep training & information portal - RAG pipelines to drive conversation only from your knowledge base
AI enabled Voice/Chat Customer Support - Product information, eligibility check, recommendations, raise, assign and resolve tickets
AI enabled lead management system, follow ups and reminders
Leveraging Gen AI for personalized in-app recommendations - Upsell / Cross-sell

Case Study - A RAG-orchestrated Sales Rep training and information retrieval platform

Kipps.AI developed and integrated a RAG based tool leveraging all product, policy and compliance information , integrating with the existing training platform of Sales Representatives of an Indian loan provider enterprise. The system enabled Sales Reps to learn about the new products and changes in the existing ones system, by conversing through chat as well as voice (multiple regional languages), increasing productivity and conversions by upto 11% in first 5 months of implementation

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