Fintech and wealth: AI voice agents for fintech and wealth.
From pending KYC to the first SIP.
AI voice agents for fintech that follow up on pending KYC, remind users before SIP and mandate dates, activate new accounts and answer support calls.
Works with the tools you already use
- Salesforce
- LeadSquared
- HubSpot
- Zoho CRM
- Freshsales
- WhatsApp Business
- Slack
- Zapier
SIP mandate reminder
Live call · Meera · Hindi + English
Namaste Karan ji, main Meera, Pinewood Invest ki AI assistant. Aapki ₹5,000 ki pehli SIP 5 November ko hai, par autopay mandate abhi approve nahi hua hai. Kya do minute baat kar sakte hain?
The calls fintech and wealth teams hand to Kallix.
Pick one to see how it runs.
Each starts from your systems, ends in a clear outcome, and hands over to your team when a person is needed.
Call users who stopped partway through sign-up, tell them which step is left, such as video KYC, a document or bank linking, and send the link on WhatsApp.
Onboarding system
KYC paused for a day
Meera calls
Hindi + English
- Says which step is left
- Answers document questions
- Sends the KYC link
Will finish today
KYC link on WhatsApp
Stuck on a step
Callback with your team
Changed their mind
Reason logged in CRM
Tracked as KYC link sent, with the recording and transcript, and synced to your CRM.
Built for the rules of fintech and wealth.
And every call on the record.
Calling windows, consent and data handling are set per campaign, and every call is recorded and transcribed for review.
1600-series numbers for service calls
Under a TRAI direction, banks, NBFCs and other financial services firms make service and transactional calls from 1600-series numbers, and promotional calls from 140-series numbers. Kallix helps you get both through Vobiz, with 1600 numbers issued in your business's name,, and declares automated calling to the operator for the numbers it provides.
Open about AI from the first line
RBI's FREE-AI framework recommends that regulated entities tell customers when they use AI. Every Kallix agent says it's an AI assistant in its opening line, hands over to your team when asked, and never asks for OTPs, PINs, passwords or card numbers.
Investor and borrower data
KYC, account and portfolio details are personal data under the DPDP Act. Kallix is DPDP Act compliant and stores and processes call data in India. Pass only the variables a call needs, and hide phone and ID numbers, such as PAN, from view-only members.
What you can track
- KYC links sent
- Mandate and SIP links sent
- Reasons users aren't active
- Support calls resolved or transferred
- Connect rate by campaign
- Best time to call by hour and weekday
General information, not legal advice. Check the rules that apply to your business.
Go deeper by use case
Fintech and wealth, answered.
Can’t find what you need? Talk to us →
They call users at the points where a fintech journey stalls: a paused KYC, a mandate that isn't approved, a first SIP, trade or payment that hasn't happened. They also answer support calls 24×7. Each agent has a human-like voice, says it's an AI from the first line, speaks Hindi, English, Hinglish and more, and hands over to your team when a person is needed.
No. Verification stays in your own onboarding flow. The agent calls users who stopped partway, tells them which step is left, such as video KYC or a document upload, answers questions from your knowledge base and sends the link on WhatsApp. It never asks for OTPs, PINs, passwords or card numbers.
No. Write the script so the agent explains your products, charges and processes from your knowledge base, and never comments on returns. Questions about what to buy, sell or hold go to a qualified person on your team through a warm transfer or a callback request.
Under a TRAI direction, banks, NBFCs and other financial services firms make service and transactional calls from 1600-series numbers, and promotional calls from 140-series numbers. Kallix helps you get both through Vobiz, with 1600 numbers issued in your business's name,, its telephony partner. Ask your operator which series and date apply to your firm, and keep its answer in writing.
Yes. Remind borrowers before and on the due date, and send a payment link unique to each account, such as a UPI link, on WhatsApp. For overdue accounts, RBI expects recovery calls only between 8 am and 7 pm, so set calling windows in IST to match. The payment reminders and debt collection pages go further.
When your system flags a user, push the contact through the REST API with variables such as name, pending step, SIP amount and date. The agent calls within your calling windows, and the result comes back through signed webhooks: disposition, extracted fields and transcript, ready for your CRM.
Put an agent on the line. Hear one call you in under a minute.
Try a live agent on your own phone, or book a demo and we'll walk you through the platform with your use case.