About the Client
A financial services company received inquiries and loan applications from potential customers in large volumes. To manage the influx, the sales and loans department needed a new way to follow up with the prospects, find out the prospects with incomplete applications and route prospects for screening.
Business Challenges
- Follow up with leads at the inquiry stage or with incomplete applications was a hassle.
- Gathering basic details about the loan requirements and the progress made.
- Minimizing time spent on large volumes of manual calls made to leads.
- Handling consents, contacts, and confidential financial information.
Solution Delivered
- By bringing GirikVoice, an AI voice agent, to contact eligible prospects who have submitted loan inquiries or started an application.
- The voice workflow gathers preliminary information about loan requirements and application status without making lending decisions.
- GirikVoice sent reminders to applicants with pending activities or incomplete actions and guided them to complete the process.
- Call results, prospect responses, and application follow-ups were automatically captured and directly updated in the CRM for further action.
- For consent, channel policies, and specialized assistance, GirikVoice routed the calls to authorized professionals.
Results
- 45% less manual effort spent on routine loan lead follow-ups.
- 30% faster follow-up for eligible leads and incomplete applications.
- 20% more applications progressing to the next step through timely reminders and structured outreach.
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