Banking & Financial Services

Faster service.
Fewer manual workflows.

Round Infinity automates customer onboarding, loan processing, collections, and branch operations — so your teams focus on relationships, not paperwork.

Retail BanksCooperative BanksCredit UnionsRural & Urban Co-op Banks
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Banking & Financial Services — Round Infinity
70%
Faster Customer Onboarding & KYC
60%
Reduction in Manual Loan Processing Steps
35%
Higher Collections Rate With AI Outreach
What Round Infinity Does

From Onboarding to Collections. One connected platform.

🪪
Digital Onboarding & KYC

eKYC with face liveness, ID validation, and selfie match — embedded in the onboarding journey. Customers complete verification in minutes, not days. Every step audited automatically.

📋
Loan Processing & Disbursement

Application captured, documents collected, credit checks triggered, and approval workflows routed — end-to-end. Disbursement TAT cut from days to hours with no manual re-keying.

📞
Collections & Branch Operations

AI voice and WhatsApp reach every borrower simultaneously. Branch queries resolved via self-service portal. Human staff focus on complex cases and relationship building.

How It Works

From first contact to resolved — automatically

1
Customer Inquiry
Walk-in, call, WhatsApp, or portal — captured instantly
2
KYC & Verification
Face liveness, ID validation, third-party checks — seconds
3
Application Processed
Documents collected, checks triggered, workflow routed
4
Approval & Disbursement
Credit decision made, disbursement triggered automatically
5
EMI Reminders
AI reaches every borrower on the right channel, right day
6
Payment Collected
Link in the conversation — reconciled instantly on payment
Platform Capabilities

Built for your industry. Ready in days.

Every capability purpose-built — not a generic CRM retrofitted with integrations.

KYC & Customer Onboarding

Face liveness, ID document validation, and selfie matching — embedded in the customer journey. Completes in minutes.

Digital KYC
Loan Origination

Application intake, document collection, credit workflow, and disbursement — all automated end-to-end.

Loan automation
AI Contact Center

Branch queries, balance inquiries, and service requests resolved across voice, WhatsApp, and chat — without an agent for standard cases.

Always-on support
Lead Nurturing & Collections Outreach

New leads contacted immediately by AI with personalised voice and WhatsApp sequences. Overdue EMIs trigger multi-step reminder campaigns with payment links — AI works through channels until resolved, escalating to agents when needed.

AI outbound
Vendor & Operations Payables

Branch operations, IT, and facilities vendor invoices extracted by AI, matched to POs, routed for approval, and queued for payment — full audit trail.

AP automation
Branch Staff Self-Service

Branch and ops staff HR requests, IT tickets, travel bookings, and internal approvals handled via self-service portal — freeing operations teams from manual coordination.

Staff self-service
Approval Workflows

Multi-level approvals for loan sanctions, waivers, and exceptions — visually configured, auditable, with auto-escalation on delay.

Smart approvals
Branch Analytics

SLA compliance, resolution times, loan pipeline, and collections performance — live dashboards for branch and regional heads.

Live analytics

Ready to serve more customers with the same team?

See how banks automate onboarding, loans, and collections in a 30-minute demo.

Schedule a Demo