Lending use case
KYC and document follow up with Voice AI
Most lenders lose 40 to 60 percent of applicants in the KYC step. Vrikshavoice calls applicants stuck in KYC, walks them through the missing document or selfie capture, and warm transfers stuck cases to your CX team.
60%
Reduction in KYC drop offs
2.4x
Onboarding completion rate
₹120
Saved per recovered application
The playbook
How kyc and document follow up works on Vrikshavoice
- 1Trigger call within 30 minutes of KYC abandonment
- 2Identify the specific blocker (document, selfie, OTP, address proof)
- 3Walk through the fix step by step in user preferred language
- 4Send WhatsApp link to resume KYC
- 5Hot transfer to human on persistent failure
Sample call
Lending
Hi Priya, I see you started your loan application and stopped at the address proof step. Can I help you finish?
I do not have a recent utility bill.
Aadhaar with your current address works too. Want me to walk you through it?
Built for Lending and NBFCs
DPDP compliant call recording and consent capture
12 plus Indian languages including Hinglish and Tanglish
Hot transfer to live agents on intent detection
Audit ready logs for RBI inspections
Common questions
FAQ on kyc and document follow up
By default within 30 minutes, configurable per campaign. The recency of the call dramatically improves recovery odds.
See kyc and document follow up in action
Book a 30 minute demo. We will run a live lending script and show the dashboard your team would use.
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