Policy & loan CRM
Applicant profiles, product type, and stage tracking in one hub.
Move applications forward — with compliant, human-ready conversations
Banks, NBFCs, and insurers nurture loan and policy applications, nudge KYC completion, and recover payment dues — with AI handling routine queries and clean handoff to licensed advisors when regulation requires a human.
- Application nurture
- KYC reminders
- Payment nudges
Built for lending, insurance & wealth teams
Reduce drop-off between application and disbursement — without putting sensitive advice in the hands of a generic chatbot.
Application stage nurture
Drip sequences move applicants through KYC, underwriting, and disbursement milestones.
KYC & document reminders
WhatsApp nudges with secure upload links — track completion in your pipeline.
EMI & premium due nudges
Payment reminders before due date — with escalation to collections when needed.
Financial Services workflows
Programs financial services teams run on CoPulse from day one.
FAQ triage agents
Rates, eligibility, and process FAQs — escalate advice to licensed staff.
Stalled application recovery
Re-engage applicants who stopped mid-flow with targeted follow-ups.
Renewal campaigns
Policy renewal and top-up loan outreach with wallet cost previews.
Support tickets
Complex cases escalated from chat to tracked resolution with SLA.
Role-based access
Control who sees PII across sales, ops, and support teams.
Applications stall in the gaps between touchpoints
A borrower starts KYC on mobile, forgets a document, and never hears back. CoPulse automates nudges at each pipeline stage — with clean handoff to licensed advisors when advice is required.
- Stage-based drips KYC, underwriting, and disbursement nudges tied to pipeline stages.
- Secure document collection WhatsApp links for upload; status updates in CRM automatically.
- FAQ triage, not advice AI answers process and eligibility questions; escalates regulated topics.
- Collections & renewals Payment due reminders with escalation paths to human agents.
Financial services programs on CoPulse
Compliance-aware automation for lending and insurance teams.
Stalled KYC recovery
12 applicants missing documents. WhatsApp drip with secure upload links. Pipeline auto-updates when docs arrive; RM notified for review.
EMI due reminder
Segment accounts due in 3 days. Polite WhatsApp nudge with payment link. Escalation to collections agent on day 2 overdue.
Policy renewal campaign
90-day renewal window. Email + WhatsApp sequence with wallet preview. AI handles "what's covered?" FAQs; advisor joins for endorsements.
Powered by the CoPulse platform
Inbox, pipeline, campaigns, and AI — unified for financial services teams.
Applications & CRM
Loan and policy stages, applicant tracking, and activity timeline.
Explore pipeline →Customer inbox
All applicant chats — AI triage with compliant human handoff.
Explore inbox →Nurture campaigns
KYC drips, renewal outreach, and payment reminder sequences.
Explore campaigns →AI agents & knowledge
Process FAQ bots with guardrails and advisor escalation.
Explore AI agents →Reduce application drop-off without adding ops headcount
Select Financial Services at signup and launch your first KYC reminder flow in under an hour.
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