Solutions
Financial Services, NBFCs & Fintech
Compliant AI calling and WhatsApp that actually respects the DND list.
Financial services in India live inside a strict compliance box. NUWIZO is built for that box. Every call is on TRAI compliant Indian numbers, DND is respected by default, and audit trails are ready when the regulator asks. NBFCs, loan DSAs, insurance brokers, wealth managers and neo banks use NUWIZO to qualify leads at scale without ever crossing a compliance line.
The problem we keep hearing
Tele calling teams burn out on unqualified leads. Insurance and loan enquiries need instant response or they buy from the aggregator. Compliance and marketing rarely see the same dashboard, which usually shows up during an audit.
How NUWIZO fixes it
NUWIZO calls every enquiry inside a minute, qualifies eligibility, KYC readiness and product fit, and passes only the ready to close leads to your human agents. Every touchpoint is logged with a timestamp and a recording, ready for any audit.
What you actually get
Qualified leads to the sales team, not raw form fills
Full call recordings and transcripts stored for compliance review
WhatsApp document collection for KYC without email chains
Lead scoring that pushes hot loan or insurance intent to the top
Regional language calling for tier 2 and tier 3 customers
The playbook
Four moves that consistently move the numbers for financial services, nbfcs & fintech.
Eligibility qualification on the first call
The AI asks the four or five questions that decide whether the lead can actually be underwritten. Rejects politely, escalates the qualified ones.
Document collection on WhatsApp
PAN, Aadhaar, salary slip and bank statement come in on WhatsApp with automatic parsing. Your ops team stops chasing email attachments.
Compliance ready by design
Every interaction has a timestamp, a channel and a recording. DND lists are respected. Consent is captured and stored.
Cross sell without spam
A car loan customer six months on gets a personalised WhatsApp about top up eligibility, based on real repayment data, not a broadcast blast.
Questions we get asked
Is this compliant with RBI and IRDAI norms?
The platform gives you the tools to stay compliant. Consent, recordings, DND checks and audit logs are all built in. Your compliance team keeps final ownership of policy.
Can it handle regional language calling?
Yes. Hindi and eight major regional languages are supported for both inbound and outbound.
How is customer data stored?
On Indian data centres. Role based access, encryption at rest and in transit, and full audit trails.
Ready to run this playbook?
Book a call. We will walk through your funnel, benchmark your current numbers, and show you a live setup for financial services, nbfcs & fintech in under thirty minutes.
Book a Demo