For Financial Services Providers

AI-driven Conversations to Grow Digital Finance Adoption

Aid decision making, make transactions self-serve and reduce operational overheads with automated conversations on messaging and voice

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The partner of choice for market leaders and industry pioneers:

4 of Top 5Banks

4 of Top 5Insurers

8 of Top 10Fintech Brands

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Automate and elevate everyday transactions into personalised finance conversations

Lead Generation

There’s always room for conversation in every banking and financial services workflow:

Digital onboarding
Customer eKYC
Stock purchase
Premium payment
Fund updates
EMI payment
Portfolio Advice
Digital onboarding
Customer eKYC
Stock purchase
Premium payment
Fund updates
EMI payment
Portfolio Advice
Digital onboarding
Customer eKYC
Stock purchase
Premium payment
Fund updates
EMI payment
Portfolio Advice
Digital onboarding
Customer eKYC
Stock purchase
Premium payment
Fund updates
EMI payment
Portfolio Advice
Claims processing
Insurance purchase
WhatsApp banking
Block Card
Investments
Incorrect debit reversals
Claims processing
Insurance purchase
WhatsApp banking
Block Card
Investments
Incorrect debit reversals
Claims processing
Insurance purchase
WhatsApp banking
Block Card
Investments
Incorrect debit reversals
Claims processing
Insurance purchase
WhatsApp banking
Block Card
Investments
Incorrect debit reversals

Explore more use cases and applications for your unique banking and financial needs with a bespoke consultation by our in-house financial service experts.

Interactive financial services agents designed for implementation at scale

Make personal finance truly personal

Make personal finance truly personal

Provide personalized banking and investment recommendations aligned to factors like financial goals, risk appetite and amount of investable funds

Automate common banking enquiries

Automate common banking enquiries

Streamline customer service and reduce manpower requirements with AI-powered responses for routine functions like account queries, card activations, and transfers

No-frills deployment

No-frills deployment

Choose from 150+ agents already equipped with extensive financial knowledge and terminology to provide relevant and useful responses in customer conversations

Maintain data security and privacy

Maintain data security and privacy

Safeguard funds, assets and confidential banking data with strict security measures compliant with global standards

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Why leaders in financial services choose Gupshup

4 Bn+

BFSI Interaction per month

25% reduction

in Onboarding time

50% increase

in click-to-payment

94% billion

queries handled without human intervention

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“By leveraging Gupshup’s Gen AI solution for customer conversations, we have significantly improved our customer service efficiency and expect to reduce operational costs by USD 20 million over the next three years.

Read the full story
Mila Bedrenets

Mila Bedrenets

Chief Growth Hacker, Tonik Bank

Optimised for hassle-free integration with banking and financial ecosystems

Our no-code/low-code integration builder offers connectors to a range of industry applications

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We’ve optimized customer engagement and operations for leading banks and financial services providers

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Creating a seamless banking experience via the Straight2Bank Digital Assistant

  • 200+ user stories deployed
  • Launched in 43+ markets
Find out more
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By leveraging the power of conversational AI, the Keya chatbot is available across digital channels such as the Kotak website, internet banking, 811, and the Kotak mobile app.

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Deepak Sharma

Chief Digital Officer - Kotak Mahindra Bank

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Driving 40X user growth with the Aha! banking and finance bot

  • 20M queries handled with 97% accuracy
  • 50x growth in transactions
  • Winner of DX Leader Award at the 2018 IDC Digital Transformation Awards
Find out more

Frequently Asked Questionstickanimated tick

What are the benefits of messaging for financial services?
What’s the difference between a chatbot and an AI Agent?
Where can conversational banking be deployed?