Transform BFSI Operations with Exela’s Intelligent Omnichannel Automation
Deliver Human-like Conversations, Faster Payments, Operational Excellence, Resolve Queries, Drive Loyalty, and Scale CX – All from One AI-First Platform
Trusted by the World’s Leading Financial Institutions
Exela empowers BFSI enterprises to automate high-volume tasks, modernize customer interactions, and ensure security and compliance—all at scale.
1,025+ bank deployments
$635 Mn in daily payments processed
58 Mn+ transactions managed every day
Why BFSI Needs Omnichannel AI-Powered Agents
Manual query handling. Long call center queues. Limited visibility into customer intent. Agents overwhelmed with routine queries. Sound familiar?
With Exela’s AI-driven omnichannel solution for banking and financial services, you can deploy generative AI agents to automate and humanize customer experiences across chat, voice, email, and social media—while staying compliant and secure.
Pre-Service
- Automate onboarding, KYC, and basic account queries
- Resolve financial queries 24/7 via chat and voice AI
- Send reminders for appointments or renewals via SMS, voice, or email
During Service
- Boost banking agent productivity with AI-assisted responses
- Route complex issues to live banking agents with context preserved
- Support omnichannel communication across CRM and billing platforms
Post-Service
Trigger personalized messages and automated push notifications
Collect CSAT and NPS via conversational bots
Re-engage customers with automated messaging and self-service options
Backoffice
Integrate AI with CRM and billing systems
Automate internal workflows like fraud alerts, compliance checks, and customer segmentation
Analyze conversational trends to improve offerings and CX
Comprehensive BFSI Automation Solutions
Treasury-as-a-Service (TaaS)
Streamline cash management, liquidity planning, and billing—gain real-time insights to optimize financial control.
Real-Time Payments (RTP)
Deliver instant, secure payments with deep integration into your existing infrastructure for seamless transparency and speed.
Human Capital Management
Optimize hiring, payroll, and HR workflows with BFSI-specific configurations via eHRS by Exela.
Compliance & Risk Management
Meet stringent regulatory requirements with automated checks, reporting, and audit trails designed for BFSI compliance frameworks.
Top Features - OmniConnect
What You Get with Exela’s BFSI AI-Powered Omnichannel Platform
Chat Automation
Deliver 24/7 support with multilingual banking bots that understand context and provide human-like conversations. Agents get real-time suggestions to boost resolution speed and quality.
Voice Automation
Voice AI agents handle real-time banking queries with natural interactions. Smart IVR ensures efficient call routing, with seamless handoffs to live banking agents when needed.
Email Automation
Automate financial alerts, confirmations, and updates. Prioritize high-value customer emails and accelerate resolutions with intelligent triaging.
Social Automation
Engage customers on social platforms, easily escalate complex issues to agents, and push personalized updates in real time.
Data Analytics
Track financial query trends and customer sentiment to refine CX strategies. Integrate insights with CRM to drive upsell and cross-sell opportunities.
Major Benefits - OmniConnect
Exela’s conversational AI for the BFSI industry ensures robust security, compliance with regulations like HIPAA
and GDPR, and seamless integration.
Security & Compliance
- SOC 2 Type II, PCI DSS, GDPR compliant.
- End-to-end encryption across all channels.
- Consent and identity management are baked in.
Built for the BFSI Tech Stack
- Works with Salesforce, SAP, Oracle, Temenos, and more.
- Deployed in under 60 business days.
- Supports OmniConnect self-service and hybrid AI+human agent model.
What Sets Us Apart in Telecom CX Automation
We’re not just another tech vendor—we’re BFSI specialists.
Exela brings decades of experience in financial operations, compliance, and customer engagement. Our AI agents don’t just talk about finance—they understand it.
Unlike generic platforms, Exela:
Understands regulatory frameworks and financial compliance
Tailors AI logic to banking, insurance, and financial workflows
Integrates deeply with your CX and CRM infrastructure
Banking | Financial Services | Insurance
Whether you’re a retail bank, investment firm, or insurance provider, Exela’s platform is tailored to your domain:
Banking
AI for account management, loan origination, fraud detection, and customer service
Financial Services
Real-time payments, digital onboarding, data enrichment, and advisory support
Insurance
Policy inquiries, claims processing, underwriting assistance, and renewal reminders
Ready to Build a Digital Front Door for Your BFSI Organization?
Deliver secure, intelligent, and empathetic banking experiences at scale.
Contact Us
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