Industry Solution · Banking & Financial Services

Every customer conversation in banking carries
compliance, trust, and revenue in equal measure.

Wemacx delivers a unified customer engagement platform purpose-built for the demands of banking and financial services — where every interaction must be compliant, every agent must have complete context, and every customer journey must be continuous across voice, WhatsApp, email, and every digital channel the customer chooses.

What Wemacx delivers for financial services

Omnichannel collections, loan advisory, and premium banking from one platform
Compliance monitoring, consent management, and DNC enforcement across all channels
Customer identity and verification with complete interaction history
Real-time supervisor visibility and SLA monitoring across every queue
AI agent assist with product recommendations and compliance reminders
ISO 27001, SOC 2, HIPAA, GDPR, and DPDP Act 2023 compliance built in

From retail banking to collections — every financial engagement scenario on one platform.

Collections & Payment Recovery

Omnichannel collections journeys across voice, WhatsApp, and SMS — with predictive outreach, AI pacing, right-party connection optimisation, and agent-assisted resolution for complex repayment conversations. Journey stops automatically when payment is received.

Retail & Digital Banking Support

Inbound and outbound engagement across savings, current, credit card, and digital banking products — with Customer 360 giving agents complete account context before the interaction begins. Consistent service whether the customer contacts via app, WhatsApp, or voice.

Loan Advisory & Disbursement

Preview dialler campaigns for loan advisory conversations — agents review complete customer profile including credit history, existing products, and eligibility before the call connects. Post-disbursement follow-up and EMI reminder journeys managed through the same platform.

KYC & Onboarding

Video-assisted KYC with document verification, AI-guided compliance checklists, and mandatory disclosure tracking — ensuring every onboarding interaction meets regulatory requirements. Incomplete KYC journeys tracked and followed up automatically.

Premium & Wealth Banking

Relationship manager assist for high-value client conversations — AI surfaces relevant portfolio data, product recommendations, and compliance disclosures in real time. Consistent premium experience across voice, video, and private messaging channels.

Fraud & Risk Communication

Real-time fraud alert outreach via WhatsApp and SMS with customer confirmation flow. Suspicious transaction verification calls with full interaction recording and audit trail. Instant escalation to specialist fraud team with complete case context.

The Wemacx platform working across
every banking engagement scenario.

Intelligent Interaction Routing

Route inbound contacts by product, segment, language, and agent skill — ensuring premium customers reach relationship managers and technical queries reach specialists.

Outbound Reach

Preview, progressive, and predictive campaigns for collections, renewals, cross-sell, and advisory — with full DNC enforcement and consent management.

Customer 360

Complete account history, product holdings, interaction history, and open cases assembled before the agent speaks — eliminating repeat questioning.

Agent Assist

Real-time product recommendations, compliance disclosures, and procedure guidance surfaced to agents during every customer conversation.

QA Intelligence

100% interaction evaluation — compliance monitoring, script adherence, and disclosure verification across every recorded channel.

Command Center

Real-time supervisor visibility across every queue, SLA status, and agent activity — with live intervention capability.

Analytics

Campaign performance, agent productivity, SLA compliance, and customer satisfaction reporting across every channel and product line.

Workforce Management

AI Workforce Intelligence for contact centre and collections floor staffing — demand forecasting across voice and digital channels.

Trust & Compliance

End-to-end encryption, data residency options, role-based access, immutable audit trails, and compliance with RBI, SEBI, IRDAI, and DPDP Act requirements.

Measurable results across collections, service, and compliance.

Higher right-party connection rates through AI channel and timing optimisation
Reduced AHT as agents begin every interaction with complete customer context
Lower compliance risk through real-time procedure monitoring and 100% QA scoring
Faster KYC and onboarding through guided digital workflows and video assistance
Improved FCR as Agent Assist surfaces relevant knowledge before agents search
Reduced collections cost per rupee recovered through intelligent journey orchestration
Higher CSAT through consistent, contextual service across every channel
Lower operational cost through AI-handled interactions and after-call automation

Built for regulated financial services environments.

ISO 9001 Quality Management
ISO 27001 Info Security
GDPR Compliant
SOC2 Type II Certified
HIPAA Compliant
Bhaskar Bharat Startup Award

Wemacx is deployed across banking, NBFC, insurance, and financial services organisations across India, the Middle East, and Southeast Asia — operating within RBI, SEBI, IRDAI, and DPDP Act compliance requirements.

See Wemacx working on your banking
and financial services scenarios. Live. Not a slide deck.