DoubleTick

Customer stories/Financial Services

Piramal FinanceLending

AI voice agents deployed across the loan lifecycle, with humans only where needed

AI voice agents handle first-level outreach for loan follow-ups, drop-off feedback, channel partners and collections, routing exceptions to RMs.

About

About Piramal Finance

Piramal Finance is a financial services and lending business that engages customers throughout the loan lifecycle, from application and approval to documentation, payment and collections. It also works with channel partners who contribute to its sales and distribution ecosystem. Together that creates a large volume of customer and partner conversations that need to happen consistently and at scale.

Relationship managers and sales RMs become involved when a conversation needs human intervention or a follow-up.

The challenge

What they set out to solve

Scale high-volume customer and partner conversations without relying entirely on manual calling. Piramal needs to follow up with customers consistently, understand why applications were dropped, engage channel partners and support payment-related conversations, while identifying which cases actually need a human team member.

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