Every renewal reminded.
Every applicant followed up.
RANA qualifies loan and insurance leads, follows up incomplete applications, sends renewal and EMI reminders, and routes serious customers to your advisors — in 11 Indian languages, within calling-hour rules. Advice and quotes stay with your licensed team.
What slows down banks, NBFCs, insurers, loan DSAs and fintechs.
Policies expire because nobody called in time.
Applicants drop off when documents are pending.
Hours go into calling people who were never going to buy.
Due-date calls pile up every month.
Calls must respect hours, DND and consent.
Customers need help to finish KYC steps.
Tier-2 and tier-3 customers prefer their own language.
Product questions after hours go unanswered.
One AI employee across the whole journey.
- STEP 1Lead
- STEP 2Qualify
- STEP 3Apply
- STEP 4Documents/KYC
- STEP 5Approve
- STEP 6Renew & remind
Each step below is a call RANA can make or take for you — every call recorded, transcribed, summarised and scored, with hot results sent to your team instantly.
10 ways RANA AI can work for your bfsi business.
Checks eligibility basics and routes good leads to an advisor.
Helps applicants finish where they stopped.
Guides customers through pending KYC steps.
Reminds before expiry and books an advisor callback.
Polite reminders before the due date.
Explains products, documents and eligibility basics.
Offers relevant products to existing customers who opted in.
Tells customers where their claim stands.
Gentle reminders for overdue amounts; recovery stays with your team.
Collects feedback after onboarding or a claim.
Pick a use case. Watch it. Then try it yourself.
Checks eligibility basics and routes good leads to an advisor.
Customised to your business, not a template.
You decide what Rana knows, asks, says and where the results go. Change it any time in plain language and test it before a single customer hears it.
- 01Share your information — website, brochure, FAQs, price lists
- 02Pick use cases and write (or let RANA write) the script
- 03Test it by talking to it, then go live on your number or list
- 04Watch results land: recordings, transcripts, scores, alerts
- ✓Products, documents and eligibility basics
- ✓What only licensed advisors handle
- ✓Reminder schedules for renewals and EMIs
- ✓Calling hours, DND and consent rules
- ✓Languages your customers speak
- ✓Results to your LOS/CRM, Sheets or email
Does it give financial advice?+
No. It reminds, explains documents and captures requirements. Quotes, rates and advice come from your licensed advisors.
Is it compliant?+
It calls only in the hours you set, keeps a do-not-call list, never asks for OTPs or full ID numbers, and only calls your customers and leads. DLT registration applies to promotional calling.
Can it do collections?+
Only polite reminders. Recovery, negotiation and hardship cases go to your team.
Build Rana AI for
your business.
Start with a free proof run on your own customers, or let our team set it up with your scripts and data.