Financial Services

Every loan query.
Every lead, followed up.

Cirio handles loan enquiries, KYC follow-ups, EMI reminders, investment outreach, and collections — compliantly, 24/7, in 40+ languages. No missed leads. No missed payments.

10×
Faster lead response time
42%
Improvement in EMI collection rate
More qualified loan applications
Case Studies

Real results,
real businesses.

CapitalFirst NBFC
10×
Lead response

Instant lead response drove 10× more loan applications

CapitalFirst was losing leads because manual callbacks took 4–6 hours. Cirio now calls every new enquiry within 30 seconds — qualifying income, loan purpose, and tenure in a natural conversation. Qualified applications tripled within the first month.

Lead QualificationInstant ResponseHindi & EnglishCRM Sync
Wealthwise Advisors
+42%
EMI collection

Polite EMI reminders lifted collection rate 42%

Wealthwise deployed Cirio for pre-due and post-due EMI reminder calls. Cirio speaks to customers in their preferred language, explains consequences clearly, and offers to schedule a payment plan discussion. Collection improved 42%, agent escalations dropped 60%.

EMI RemindersCollectionsMulti-languageCompliance Safe
Built for Financial Services

Everything you need.
Nothing you don't.

Instant Lead Response

Cirio calls every new loan or investment enquiry within 30 seconds — before competitors do. No more waiting for a human agent.

📋

KYC Follow-up Automation

Automatically follows up on pending KYC documents with personalised calls. No more manual chasing.

💳

EMI & Repayment Reminders

Pre-due, due-date, and overdue calls. Polite, persistent, and fully compliant with RBI communication norms.

📈

Investment Product Outreach

Reaches existing customers about new FD rates, SIP opportunities, or policy renewals at scale.

🔒

Compliant & Audit-ready

All calls are recorded, transcribed, and time-stamped. Full audit trail for regulatory compliance.

🔗

Core Banking Integration

Connects to Finacle, Temenos, or custom loan management systems for live customer data.

How it works

Live in under
a minute.

01

Connect your LMS or CRM

Cirio integrates with your loan management system or CRM to pull real-time lead and customer data.

02

Configure compliance rules

Set call windows, language preferences, opt-out handling, and message tone to match your compliance requirements.

03

Launch lead qualification

Cirio starts calling new enquiries instantly. Qualified leads are hot-transferred or CRM-logged for your team.

04

Add collection & reminder flows

Layer in EMI reminders, KYC follow-ups, and renewal outreach as separate automated campaigns.

Stop losing leads to slow callbacks.

Deploy Cirio for financial services and respond to every enquiry in under 30 seconds, from day one.

Start free →See pricing