Faster Service.
Fewer Manual Workflows.
Round Infinity automates customer onboarding, loan processing, collections, and branch operations so your teams focus on relationships, not paperwork.
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One Platform Across Every Banking Workflow
From first customer inquiry to loan disbursement and collections — every step automated, every team connected.
Digital Onboarding & KYC
- KYC documents collected digitally via WhatsApp — no branch visit needed
- Identity verified, compliance checked, account activated automatically
- Incomplete submissions followed up without any staff involvement
Loan Processing & Collections
- Application documents collected via WhatsApp checklist, status tracked in real time
- Multi-level credit approval workflow — no manual routing
- EMI reminders, AI outbound calls, and field collections all in one system
Branch Operations & Customer Service
- AI voice bot handles balance, statement, and transaction queries 24/7
- Branch appointments scheduled and service requests routed automatically
- Cross-sell campaigns sent to eligible customers based on account activity
The Automated Banking Customer Journey
From first contact to loan closure and ongoing engagement — handled without manual effort.
Balance, statements, transaction history — answered via voice or WhatsApp 24/7, no agent needed.
Customer uploads Aadhaar, PAN, and address proof. Completeness tracked. Deficiencies flagged automatically.
Account details, card dispatch notification, and net banking link delivered automatically on opening.
Income proof, bank statements, property docs — requested via WhatsApp checklist, tracked to completion.
Application routed through multi-level sanctioning authority. Applicant informed at every stage.
Sanction letter delivered digitally. Transfer executed. EMI schedule sent via WhatsApp.
WhatsApp reminders 5 days and 1 day before due date. Payment link included for instant payment.
AI voice call on day of default. Escalating WhatsApp sequence. Field agent dispatched for delinquent accounts.
FD, credit card, insurance, and top-up campaigns targeted by account activity and eligibility.
Every Workflow Your Bank Runs
From branch counter to field collections — purpose-built automation for banking operations.
AI Voice Bot & Contact Center
- Handles account balance, statements, and transaction queries 24/7
- Routes complex issues to agents with full customer context
- Outbound calls for loan EMIs and service follow-ups
KYC & Account Onboarding
- Digital document collection with completeness tracking
- Regulatory compliance checks automated
- New account welcome and activation workflow
Loan Origination & Processing
- End-to-end application, credit assessment, and approval workflow
- Sanction letter and disbursement confirmation automated
- Loan servicing — statements, NOC, foreclosure — via self-service
Field Collections & Recovery
- Field agent dispatched with GPS tracking and visit history
- Digital outcome capture after every contact attempt
- Settlement and restructuring approval workflow built in
Customer Campaigns & Cross-Sell
- Targeted WhatsApp campaigns by product eligibility
- Renewal and upgrade nudges at the right lifecycle moment
- NPS capture and low-score escalation automated
No-Code Custom App Builder
- Branch workflows, complaint management, staff onboarding
- Compliance reporting and audit trail dashboards
- Scales from a single branch to a full banking network
Compliance & Verification Automation
- KYC document collection, AML screening, and identity verification automated at onboarding and periodic review — AI flags exceptions for manual sign-off
- Regulatory reporting data compiled automatically with full audit trail across account opening, transactions, and approvals
- FATCA, CRS, and internal compliance checklists enforced at every workflow step without manual oversight
Employee Service & Onboarding
- Staff onboarding automated — offer letters, document collection, and system access in one workflow with mandatory certification and compliance training tracking for branch and back-office staff
- HR and IT service requests self-served via WhatsApp or portal — no email chains or manual routing
- Internal approvals for leave, expenses, asset requests, and transfers handled end-to-end with full audit trail
Expense & Accounts Payable Automation
- Staff expense claims submitted via mobile — AI validates against policy and routes for approval automatically including branch operational expenses and vendor invoice processing across locations
- Vendor and supplier invoices processed with AI extraction, three-way match, and approval workflow — no manual data entry
- Reimbursements and vendor payments tracked end-to-end with a full audit trail
Ready to modernize your banking operations?
See how Round Infinity works for your bank in a 30-minute demo.
Schedule a Demo