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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