A leading BFSI asset management player needed to optimize onboarding and activation processes that were previously manual, costly, and inconsistent. Gnani.ai introduced voice automation to resolve these challenges.
The Solution
Poonawalla automated its onboarding and activation processes using Activate365, reducing customer drop-offs and improving CSAT. The solution enabled real-time compliance acknowledgment and multilingual guidance through intelligent voice workflows.
AI-driven voice campaigns launched proactive welcome and activation calls immediately post-loan disbursal.
Dynamic workflows captured T&C acknowledgments efficiently while providing guided onboarding in preferred languages.
Used AI scheduling algorithms to improve connection rates and early-stage user engagement during critical touchpoints.
Incorporated continuous feedback loops to refine engagement strategies and minimize abandonment rates.
The automation enabled Poonawalla to scale engagement, improve CSAT, and reduce operational costs dramatically.
The Impact
Poonawalla achieved remarkable improvements in onboarding experience, reduced operational costs, and elevated customer satisfaction through advanced voice automation.
