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Industry · Financial Services

Financial Services customer stories

Fintechs reactivating dormant leads and converting loan funnels.

Financial Services

40 customer stories

Financial Services
2.3×
outreach completed
Customer Story · Abu Dhabi, UAE

How an Abu Dhabi finance house lifted approvals with Arabic AI voice

A finance company in Abu Dhabi, UAE could not work its outreach backlog for arabic loan follow-up + repayment reminders fast enough, leaving 33% of customers unworked. They deployed Kallix in 12 working days, fully CB...

Finance CompanyRead story
Financial Services
2.8×
outreach completed
Customer Story · Ahmedabad, India

How an Ahmedabad insurance agency lifted renewals with AI Gujarati calls

A insurance corporate agent in Ahmedabad, India could not work its outreach backlog for motor + health renewal recovery fast enough, leaving 33% of customers unworked. They deployed Kallix in 11 working days, fully IR...

Insurance Corporate AgentRead story
Financial Services
2.8×
outreach completed
Customer Story · Amsterdam, Netherlands

How an Amsterdam lending fintech reactivated leads with multilingual AI

A digital lending fintech in Amsterdam, Netherlands could not work its outreach backlog for dormant-lead reactivation + completion fast enough, leaving 38% of customers unworked. They deployed Kallix in 17 working day...

Digital Lending FintechRead story
Financial Services
Rs 6.8 Cr
pipeline reactivated
Customer Story · Bangalore, India

How a Bangalore digital-lending fintech reactivated Rs 6.8 Cr in dormant loan leads with AI voice agents

A Bangalore digital-lending fintech was sitting on tens of thousands of dormant loan applicants its email drip could not revive. They deployed Kallix in 12 working days. In a single 30-day outbound campaign across 24,...

Digital Lending FintechRead story
Financial Services
2.9×
outreach completed
Customer Story · Bhopal, India

How a Bhopal two-wheeler-finance NBFC cut bounce with AI Hindi reminders

A two-wheeler finance nbfc in Bhopal, India could not work its outreach backlog for emi reminders + early-bucket collections hindi fast enough, leaving 29% of customers unworked. They deployed Kallix in 15 working day...

Two-Wheeler Finance NBFCRead story
Financial Services
2.8×
outreach completed
Customer Story · Chandigarh, India

How a Chandigarh wealth firm booked portfolio reviews with AI voice agent

A wealth management firm in Chandigarh, India could not work its outreach backlog for portfolio-review booking + onboarding fast enough, leaving 28% of customers unworked. They deployed Kallix in 14 working days, full...

Wealth Management FirmRead story
Financial Services
2.6×
outreach completed
Customer Story · Chennai, India

How a Chennai gold-loan NBFC cut auction rate with AI Tamil renewal calls

A gold loan nbfc in Chennai, India could not work its outreach backlog for loan renewal + interest reminder tamil fast enough, leaving 31% of customers unworked. They deployed Kallix in 16 working days, fully RBI gold...

Gold Loan NBFCRead story
Financial Services
2.4×
outreach completed
Customer Story · Coimbatore, India

How a Coimbatore chit-fund company automated subscriber calls with AI Tamil

A registered chit fund company in Coimbatore, India could not work its outreach backlog for subscriber instalment reminders + enrolment tamil fast enough, leaving 39% of customers unworked. They deployed Kallix in 17 ...

Registered Chit Fund CompanyRead story
Financial Services
2.4×
outreach completed
Customer Story · Copenhagen, Denmark

How a Copenhagen pension advisory booked reviews with AI voice agent

A pension advisory firm in Copenhagen, Denmark could not work its outreach backlog for pension review booking + onboarding fast enough, leaving 29% of customers unworked. They deployed Kallix in 16 working days, fully...

Pension Advisory FirmRead story
Financial Services
2.5×
outreach completed
Customer Story · Delhi, India

How a Delhi loan-DSA network lifted disbursals with AI lead qualification

A loan dsa / aggregator in Delhi, India could not work its outreach backlog for lead qualification + bank-handoff fast enough, leaving 30% of customers unworked. They deployed Kallix in 15 working days, fully RBI DSA ...

Loan DSA / AggregatorRead story
Financial Services
2.2×
outreach completed
Customer Story · Dubai, UAE

How a Dubai wealth firm booked HNI reviews with multilingual AI agent

A wealth management firm in Dubai, UAE could not work its outreach backlog for hni review booking multilingual fast enough, leaving 32% of customers unworked. They deployed Kallix in 11 working days, fully DFSA, CBUAE...

Wealth Management FirmRead story
Financial Services
2.7×
outreach completed
Customer Story · Frankfurt, Germany

How a Frankfurt asset manager booked advisory reviews with AI calls

A asset management firm in Frankfurt, Germany could not work its outreach backlog for investor review booking + onboarding fast enough, leaving 37% of customers unworked. They deployed Kallix in 16 working days, fully...

Asset Management FirmRead story
Financial Services
3.0×
outreach completed
Customer Story · Gurgaon, India

How a Gurgaon BNPL fintech cut delinquency with AI repayment calls

A bnpl fintech in Gurgaon, India could not work its outreach backlog for repayment reminders + reactivation fast enough, leaving 30% of customers unworked. They deployed Kallix in 16 working days, fully RBI Digital Le...

BNPL FintechRead story
Financial Services
2.4×
outreach completed
Customer Story · Hyderabad, India

How a Hyderabad wealth advisory booked HNI reviews with AI Telugu calls

A wealth management firm in Hyderabad, India could not work its outreach backlog for hni review booking telugu fast enough, leaving 29% of customers unworked. They deployed Kallix in 14 working days, fully SEBI RIA-co...

Wealth Management FirmRead story
Financial Services
2.3×
outreach completed
Customer Story · Indore, India

How an Indore insurance broker cut lapse rate with AI Hindi renewal calls

A composite insurance broker in Indore, India could not work its outreach backlog for policy renewal + claims-assist callbacks hindi fast enough, leaving 38% of customers unworked. They deployed Kallix in 16 working d...

Composite Insurance BrokerRead story
Financial Services
2.9×
outreach completed
Customer Story · Jaipur, India

How a Jaipur vehicle-finance NBFC cut EMI bounce with AI Hindi reminders

A vehicle finance nbfc in Jaipur, India could not work its outreach backlog for emi reminders + bounce recovery hindi fast enough, leaving 34% of customers unworked. They deployed Kallix in 12 working days, fully RBI-...

Vehicle Finance NBFCRead story
Financial Services
2.9×
outreach completed
Customer Story · Jakarta, Indonesia

How a Jakarta multifinance firm cut arrears with AI repayment calls

A multifinance company in Jakarta, Indonesia could not work its outreach backlog for vehicle-finance arrears + renewal fast enough, leaving 34% of customers unworked. They deployed Kallix in 14 working days, fully OJK...

Multifinance CompanyRead story
Financial Services
3.0×
outreach completed
Customer Story · Kochi, Kerala, India

How a Kochi MF distributor booked more SIP reviews with AI voice agent

A mutual fund distributor in Kochi, Kerala, India could not work its outreach backlog for sip top-up + portfolio-review booking fast enough, leaving 35% of customers unworked. They deployed Kallix in 13 working days, ...

Mutual Fund DistributorRead story
Financial Services
2.7×
outreach completed
Customer Story · Kolkata, India

How a Kolkata microfinance NBFC cut PAR with AI Bengali repayment calls

A nbfc-mfi in Kolkata, India could not work its outreach backlog for jlg repayment reminders + collections bengali fast enough, leaving 32% of customers unworked. They deployed Kallix in 17 working days, fully RBI NBF...

NBFC-MFIRead story
Financial Services
2.8×
outreach completed
Customer Story · Kuala Lumpur, Malaysia

How a Kuala Lumpur takaful provider lifted renewals with multilingual AI

A takaful (islamic insurance) provider in Kuala Lumpur, Malaysia could not work its outreach backlog for takaful renewal + cross-sell multilingual fast enough, leaving 33% of customers unworked. They deployed Kallix i...

Takaful (Islamic Insurance) ProviderRead story
Financial Services
2.5×
outreach completed
Customer Story · London, UK

How a London consumer lender lifted approvals with AI affordability calls

A consumer lender in London, UK could not work its outreach backlog for affordability checks + application completion fast enough, leaving 35% of customers unworked. They deployed Kallix in 14 working days, fully FCA,...

Consumer LenderRead story
Financial Services
2.1×
outreach completed
Customer Story · Lucknow, India

How a Lucknow MSME lender accelerated approvals with AI Hindi follow-up

A msme lending nbfc in Lucknow, India could not work its outreach backlog for application completion + document follow-up hindi fast enough, leaving 36% of customers unworked. They deployed Kallix in 14 working days, ...

MSME Lending NBFCRead story
Financial Services
2.1×
outreach completed
Customer Story · Madrid, Spain

How a Madrid mortgage broker lifted completions with AI follow-up calls

A mortgage brokerage in Madrid, Spain could not work its outreach backlog for application completion + document chase fast enough, leaving 26% of customers unworked. They deployed Kallix in 13 working days, fully Banc...

Mortgage BrokerageRead story
Financial Services
2.6×
outreach completed
Customer Story · Manchester, UK

How a Manchester insurance broker cut renewal churn with AI voice agent

A general insurance broker in Manchester, UK could not work its outreach backlog for renewal retention + mid-term adjustments fast enough, leaving 36% of customers unworked. They deployed Kallix in 15 working days, fu...

General Insurance BrokerRead story
Financial Services
3.0×
outreach completed
Customer Story · Milan, Italy

How a Milan consumer-finance firm cut delinquency with AI voice agent

A consumer finance company in Milan, Italy could not work its outreach backlog for repayment reminders + restructuring outreach fast enough, leaving 40% of customers unworked. They deployed Kallix in 12 working days, ...

Consumer Finance CompanyRead story
Financial Services
2 hours
average approval time
Customer Story · Mumbai, India

How a Mumbai NBFC cut personal-loan approval time from 14 days to 2 hours with AI voice agents

A mid-sized Mumbai NBFC was losing personal-loan applicants to a 14-day manual verification process while faster fintech rivals approved in hours. They deployed Kallix in 20 working days. Within 90 days, average appro...

Non-Banking Financial CompanyRead story
Financial Services
2.6×
outreach completed
Customer Story · Nagpur, India

How a Nagpur insurance agency boosted renewals with AI Marathi calls

A insurance corporate agent in Nagpur, India could not work its outreach backlog for renewal recovery + cross-sell marathi fast enough, leaving 26% of customers unworked. They deployed Kallix in 12 working days, fully...

Insurance Corporate AgentRead story
Financial Services
3.0×
outreach completed
Customer Story · Nairobi, Kenya

How a Nairobi SACCO lifted member savings with AI voice callbacks

A sacco (savings & credit cooperative) in Nairobi, Kenya could not work its outreach backlog for member savings reminders + loan callbacks fast enough, leaving 35% of customers unworked. They deployed Kallix in 15 wor...

SACCO (Savings & Credit Cooperative)Read story
Financial Services
2.1×
outreach completed
Customer Story · Noida, India

How a Noida insurtech lifted policy issuance with AI completion calls

A insurtech aggregator in Noida, India could not work its outreach backlog for quote-to-issuance follow-up + renewal fast enough, leaving 31% of customers unworked. They deployed Kallix in 17 working days, fully IRDAI...

InsurTech AggregatorRead story
Financial Services
2.2×
outreach completed
Customer Story · Oslo, Norway

How an Oslo leasing company cut arrears with AI repayment callbacks

A equipment leasing company in Oslo, Norway could not work its outreach backlog for lease arrears recovery + renewal fast enough, leaving 27% of customers unworked. They deployed Kallix in 14 working days, fully Finan...

Equipment Leasing CompanyRead story
Financial Services
2.9×
outreach completed
Customer Story · Paris, France

How a Paris insurance broker lifted renewals with multilingual AI calls

A insurance brokerage in Paris, France could not work its outreach backlog for renewal recovery + cross-sell multilingual fast enough, leaving 39% of customers unworked. They deployed Kallix in 11 working days, fully ...

Insurance BrokerageRead story
Financial Services
2.7×
outreach completed
Customer Story · Patna, Bihar, India

How a Patna gold-loan NBFC reduced auctions with AI Hindi renewal calls

A gold loan nbfc in Patna, Bihar, India could not work its outreach backlog for pledge renewal + interest reminders hindi fast enough, leaving 27% of customers unworked. They deployed Kallix in 13 working days, fully ...

Gold Loan NBFCRead story
Financial Services
2.4x
renewal rate
Customer Story · Pune, India

How a Pune insurance broker lifted motor and health renewals 2.4x with AI voice agents

A Pune IRDAI-licensed insurance broker was losing motor and health policies to lapse because its small renewal desk could not call every policyholder before expiry. They deployed Kallix in 14 working days. Within 90 d...

Insurance BrokerRead story
Financial Services
2.4×
outreach completed
Customer Story · Riyadh, Saudi Arabia

How a Riyadh finance company cut delinquency with Arabic AI calls

A consumer finance company in Riyadh, Saudi Arabia could not work its outreach backlog for arabic collections + repayment reminders fast enough, leaving 34% of customers unworked. They deployed Kallix in 13 working da...

Consumer Finance CompanyRead story
Financial Services
2.7×
outreach completed
Customer Story · Singapore

How a Singapore digital-wealth platform lifted activation with AI calls

A digital wealth platform in Singapore could not work its outreach backlog for account activation + top-up nudges fast enough, leaving 32% of customers unworked. They deployed Kallix in 12 working days, fully MAS, PDP...

Digital Wealth PlatformRead story
Financial Services
2.3×
outreach completed
Customer Story · Stockholm, Sweden

How a Stockholm insurtech lifted issuance with AI completion calls

A insurtech in Stockholm, Sweden could not work its outreach backlog for quote-to-bind follow-up + renewal fast enough, leaving 28% of customers unworked. They deployed Kallix in 15 working days, fully Finansinspektio...

InsurTechRead story
Financial Services
2.2×
outreach completed
Customer Story · Surat, India

How a Surat trade-finance firm sped up disbursals with AI voice agent

A trade finance nbfc in Surat, India could not work its outreach backlog for invoice-finance follow-up + repayment reminders fast enough, leaving 37% of customers unworked. They deployed Kallix in 15 working days, ful...

Trade Finance NBFCRead story
Financial Services
2.6×
outreach completed
Customer Story · Sydney, Australia

How a Sydney financial advisory booked reviews with AI voice agent

A financial advisory firm in Sydney, Australia could not work its outreach backlog for client-review booking + onboarding fast enough, leaving 31% of customers unworked. They deployed Kallix in 11 working days, fully ...

Financial Advisory FirmRead story
Financial Services
2.5×
outreach completed
Customer Story · Toronto, Canada

How a Toronto mortgage brokerage lifted closings with AI follow-up calls

A mortgage brokerage in Toronto, Canada could not work its outreach backlog for pre-approval follow-up + rate-hold renewal fast enough, leaving 30% of customers unworked. They deployed Kallix in 17 working days, fully...

Mortgage BrokerageRead story
Financial Services
2.5×
outreach completed
Customer Story · Vijayawada, Andhra Pradesh, India

How a Vijayawada NBFC lifted disbursals with AI Telugu lead calls

A retail lending nbfc in Vijayawada, Andhra Pradesh, India could not work its outreach backlog for lead qualification + emi reminders telugu fast enough, leaving 40% of customers unworked. They deployed Kallix in 11 w...

Retail Lending NBFCRead story

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