VOLTAIR TECH
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For lenders, brokers, NBFCs and payment companies

AI for finance and lending

In finance the problem is never the idea, it is the paperwork and the audit trail. We automate the repetitive checks and keep a record of everything, so faster does not mean looser.

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Sector
Financial Services
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Financial Services

Where AI helps in financial services

  • 01Customer checks and document reading automated
  • 02Support answers from your actual policy
  • 03Every AI decision logged for the auditor

Onboarding customers

Reading identity documents, checking them against the form, spotting the mismatches, and flagging the cases that need a human. What took a day of somebody's attention becomes minutes, and the exceptions get the attention instead.

Support that knows your rules

Your team answers questions about charges, eligibility and process all day. An assistant trained on your actual policy documents answers those in seconds and shows the clause it came from, so nobody has to trust it blindly.

Built for the audit

Every answer traceable to a source. Every automated decision logged with what it saw and what it did. Clear limits on what the software may decide alone and what needs a person to sign off. Auditors ask these questions, so we build for them from the start rather than retrofitting.

Your data

Stays in your own database, in India, and is never used to train anybody's model.

What we build for financial services

The part of what we do that fits this sector. See everything we build

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Automate the repetitive work

  • New enquiry reaches your team in seconds
  • Invoices, follow ups and reports send themselves
  • Works with WhatsApp, Sheets, Slack and your CRM
  • One price to build it, no charge per task
ETA: 1 to 2 weeks
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Software built around your business

  • Built for how you actually work, not the other way round
  • Fits alongside the software you already run
  • Fixed price and a fixed date before we start
  • You own the code and the accounts at the end
ETA: scoped
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Policy & Investment Q&A Bot

  • Trained on complete product range, T&Cs & rate cards
  • Answers premium, coverage & expected-returns queries 24/7
  • Reduces advisor time on repetitive product explanations by 50%
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AI Lead Qualifier & Callback Agent

  • Automated callback within 60 seconds of form submission, zero drop
  • Asks risk profile, investment horizon & ticket size before advisor step
  • Books advisor appointment automatically for qualified prospects
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Renewal & Portfolio Update Bot

  • Renewal reminders sent 30, 15 & 3 days before policy expiry date
  • SIP auto-debit reminders & monthly portfolio statements delivered
  • Real-time claim status updates and document requirement checklists
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Compliance & Tax Advisory Bot

  • Trained on SEBI, IRDAI, income tax & your compliance documentation
  • Answers 80C, capital gains & claim eligibility queries instantly
  • Saves advisors 3 to 5 hours per week on repetitive advisory calls
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Digital KYC & Client Onboarding

  • Client submits Aadhaar, PAN & income proof via WhatsApp or portal
  • AI extracts, validates & routes documents to compliance team instantly
  • CRM updated with status; missing document reminders auto-sent
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Advisor Performance Dashboard

  • Lead source tracked to identify top-converting acquisition channels
  • Renewal pipeline with predicted churn risk highlighted for action
  • Advisor-wise scoring with daily recommended action list generated
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Client Lifecycle & Education Email Drip

  • New client onboarding sequence explains portfolio and next steps
  • Monthly market commentary and product update newsletters to all clients
  • Cross-sell campaigns triggered at specific portfolio value milestones
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360° Client Portfolio Intelligence

  • All products, renewal dates & advisory touchpoints in one dashboard
  • AI flags cross-sell and upsell opportunities by client segment & lifecycle
  • Pipeline value, pending KYC & renewal collection tracked live
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Financial Trust & Thought Leadership AI

  • Creates market commentary, tax-saving tips & product explainer posts
  • Builds advisor profile content, client success story posts & product reels
  • Consistent content schedule builds brand trust and drives inbound enquiries
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Testimonial & Satisfaction Engine

  • Satisfaction survey triggered after policy issuance, claim settlement & milestone
  • Positive responses converted to Google reviews and testimonial cards
  • Happy clients are asked for a referral on WhatsApp automatically
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Client Churn & Policy Lapse Predictor

  • Alerts advisor 60 days before predicted lapse for proactive retention call
  • Segments at-risk clients by risk level, product type & advisor assigned
  • Predicted churn value quantified so advisors prioritise by revenue impact
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AI Financial Goal Planner Bot

  • Client inputs goals, timeline & risk appetite then personalised plan output
  • Recommends specific products from your portfolio for each financial goal
  • Tracks goal progress and nudges clients when allocations drift from plan

Work we have done in financial services

The problem, what we built, and what changed afterwards.

[ 01 ]

Support answers from your actual policy

Anonymised · payments startup

The problem

Agents answered policy questions inconsistently, and compliance needed every answer traceable.

What we built

An assistant that answers from the company's actual policy documents, hands over to a person when it should, hides personal details, and resists attempts to talk it out of its rules. Every answer is logged.

What changed

Faster, consistent replies the compliance team can defend in an audit.

100%outputs logged
Built with
  • Gemini (RAG)
  • Supabase (pgvector)
  • Next.js
  • PII redaction / guardrails
[ 02 ]

KYC & onboarding document automation

Anonymised · lending platform

The problem

Manual document checks slowed onboarding and let errors slip through.

What we built

Document extraction and verification that reads KYC docs, flags mismatches and routes only exceptions to a human.

What changed

Cleaner onboarding with the team reviewing just the edge cases.

24/7KYC checks
Built with
  • Custom AI software
  • n8n
  • Gemini
  • Supabase

Questions we get about AI for financial services

How do you handle RBI and DPDP compliance?

We build to keep personal and financial data in Indian infrastructure you control, with consent tracking, audit trails, and retention rules implemented in the system itself. We're engineers rather than a compliance authority, so we build against the requirements your compliance team sets.

Can AI make lending or underwriting decisions?

We build systems that gather, verify, and summarise for a human decision-maker, keeping an audit trail of what informed each recommendation. Fully automated adverse decisions are a policy call for your risk and compliance teams, not something we ship by default.

Which payment and data providers do you integrate?

Razorpay and Stripe are routine, along with account-aggregator, KYC, and bureau APIs. If a provider has documented APIs we can connect it, and we confirm each one during scoping.

What's the most common first build in this sector?

Document-heavy work: KYC and statement processing, and a RAG assistant over policy and product documentation so support and sales stop guessing. Both show measurable time savings quickly.

Build it for financial services.

Pick what you need, or just describe it in your own words. We reply within the hour with a plan, a fixed price, and a start date.

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