Agentic BFSI CX

Unified. Automated. Compliant. Done.

Customers & support teams aren’t frustrated because there’s a lack of tools – it’s because those tools don’t talk to each other. Kapture unifies channels, core systems, and AI agents to fix the fragmentation that derails BFSI journeys. Finally deliver CX that resolves, verifies, completes, and confirms – securely, every time.

VerticalVertical Voice + Digital AI AgentsVoice + Digital AI Agents Secure + Audit-FirstSecure + Audit-First On-Prem / Private CloudOn-Prem / Private Cloud
Trusted by 1000+ Enterprises
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Swift, Seamless, Secure Experiences Your Customers Can Bank On

With Kapture CX on your side, protect trust, improve resolutions, and turn service moments into long-term value.

 Industry Expertise

Built for BFSI. Tuned for Every Journey.

One AI platform that understands how each BFSI business operates – so every journey, from onboarding to collections, resolves fully, securely, and without friction.

Retail & Corporate Banking

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Lending

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Trading

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Insurance

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Payments & Fintech

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Wealth & Asset Management

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the AI-native CX platform for BFSI

Because it has everything you need to automate BFSI CX – end-to-end.

Bring every conversation, tool, and AI agent into a single, intuitive workspace – so your teams resolve faster, personalise at scale, and create delightful experiences for your customers.

AI Agents for Voice Support 01
Low-latency voice AI agents you can launch fast – human-like conversations, workflow execution, and seamless escalation.
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AI Agents for Non-Voice Support 02
Context-rich automation across Email, WhatsApp, Instagram, Facebook, and more – keeps history + intent, with brand-safe tone.
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Observability Platform 03
Live monitoring, instant alerts, and intervention during AI Agent interactions – without breaking the experience.

Up to 90% reduction in human dependency with AI Agents

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Advanced Ticketing 01
Omnichannel tickets, smart routing, AI drafting, and Customer 360 – one unified agent workspace.
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AI Agents for Support Teams 02
Real-time guidance + contextual responses so agents move faster with close-to-zero errors.
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Reports & Analytics 03
Turn every conversation into insights with live dashboards and extensive reports. Customize it to your workflows and metrics that matter.

90% faster resolutions with AI agents helping support teams.

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AI Agents for Quality Audits 01
Audit 100% of voice + chat for compliance, SOP adherence, service quality, and more.
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Conversational Intelligence 02
Sentiment analytics, load prediction, and deep VoC insights.
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GenAI Surveys + Feedback Management 03
Personalized surveys, omnichannel feedback capture, and automated follow-ups.

Up to 60% operational cost savings

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BFSI journeys we automate

Purpose-built for every BFSI workflow

Bring every conversation, tool, and AI agent into a single, intuitive workspace – so your teams resolve faster, personalise at scale, and create delightful experiences for your customers.

Pre-sales

  • Instant callbacks + outbound AI Agents on fresh leads
  • Lead nurturing + mandate setup + KYC follow-ups

Acquisition & onboarding

  • Eligibility checks + welcome calls
  • eKYC support + OCR onboarding + activation help

Servicing & support

  • AI Agents across voice/chat/app
  • Card block/unblock (with authentication) + disputes + smart routing

Payments, billing & collections

  • EMI/premium notifications + payment links
  • PTP capture + recovery support + post-payment confirmation

Retention, growth & intelligence

  • Renewals + cross-sell flows + sentiment + service insights

Security & Compliance

Secure by design. Enterprise-grade.

  • On-prem/private cloud options; tenant isolation
  • Audit trails, RBAC, TLS 1.2, AES-256 encryption
  • Data residency + localization considerations (RBI/DPDP)
  • Prompt/response logging with PII redaction
  • Real-time dashboards, alerts, rollback + structured A/B rollouts

Frequently Asked Questions

Straight answers to the questions enterprises ask most – hosting, encryption, certifications, and privacy

AI agents in BFSI are intelligent automation systems that handle secure, end-to-end customer tasks like onboarding, servicing, payments, and collections — across voice and digital channels.

They reduce wait times, eliminate fragmented journeys, and deliver compliant, personalized support at scale — improving CSAT, FCR, and cost per resolution.

Yes. AI agents can verify identity, process documents, and complete actions like card block/unblock — while respecting strict security and audit requirements.

Pre-sales, onboarding, account servicing, dispute resolution, loan servicing, payments, collections, renewals, cross-sell, and fraud alerts — all with integrated governance.

Absolutely. Kapture supports on-prem/VPC deployments, data residency, RBAC, encryption, PII redaction, and full interaction logs for audits.

Through pre-built BFSI connectors — allowing AI agents to execute real actions like updating accounts, verifying payments, checking loan status, or logging cases.

Voice (telephony + IVR), chat (web/app), WhatsApp, email, and social channels — all with context retention and seamless escalation to human agents.

Yes — banks typically see 80%+ auto-resolution, 30–50% lower cost per resolution, and agent productivity increases through guided workflows.

Most BFSI teams can go live in 6–8 weeks with a measured pilot — then scale across business lines and regions with minimal disruption.

Yes — through higher connect rates, automated lead filtering, faster approvals, proactive renewals, and better recovery in collections.

See how Kapture can work for your BFSI enterprise

We’ll map your top journeys, define measurable targets, and show how AI Agents are built for your use case.

Request a Demo