AI workers for financial services
Customer calling, data, underwriting and collections - the crew for banks, NBFCs and co-operatives. Coming soon.
What the crew will do
Talk to customersCalls and messages in local languages.
Support underwritingReads the file, flags the risk, drafts the note.
Follow throughNudges, collections and reconciliation.
Coming soon to financial services.
Coming soon - now taking design partners
The problem
Where the hours go.
Calling by handReminders, renewals and follow-ups dialled one by one.
Data everywhereStatements, bureau reports and KYC spread across systems.
Slow underwritingFiles wait days for someone to read and summarise them.
Compliance loadEvery step needs checks and an audit trail.
Across sales & operations
The crew, built for lenders.
Coming soon
Customer callingVoice agents for reminders, renewals, onboarding and feedback - in local languages.Coming soon
Data collectionBea pulls from core banking, loan systems, bureau reports, bank statements and KYC documents.Coming soon
Underwriting supportOtto reads statements and bureau data, flags risk and drafts the credit note. Your credit team decides.Coming soon
Collections follow-upDash sends nudges and payment links on WhatsApp, SMS and email, and escalates on time.Coming soon
Member & customer serviceAnswers balance, due-date and product questions, day and night.Coming soon
Cross-sell & sales opsSpots the right next product and lines up the follow-up.Coming soon
ReconciliationMatches payments, ledgers and statements line by line.Coming soon
Compliance checksRuns the checks and keeps the audit trail on every step.How it fits together
From application to repayment.
Example: a loan, start to finish
Day 0Application comes in
MinutesBea gathers documents, statements and bureau data
Same dayOtto drafts the credit note and risk flags
Your callYour credit officer decides
OngoingDash runs onboarding and repayment nudges
Safe by design
Built for regulated teams.
Your cloud or on-prem
Role-based access
Full audit trail
Humans own credit decisions
Local languages
Built for
Banks & co-operatives
NBFCs & lenders
Insurance
Sales & operations teams
Design partners
Shape the crew for financial services.
We're working with a small group of banks, NBFCs and co-operatives on their first workflow. Pick one high-volume job and we'll build around it.
Become a design partnerQuestions, answered
Is this available today?
Financial services is coming soon. We're taking a small number of design partners now - get in touch to be one of them.
Will AI make credit decisions?
No. Otto prepares the analysis and flags risk; your credit team makes every credit decision.
Does it support local languages?
Yes - customer calling and service are being built for regional languages.
Where would our data live?
In your own cloud or on-premise, with role-based access and a full audit trail.