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OMX Flow

Case Study on

Financial Institutions – AI-Powered Loan & Investment Assistance

Client: A leading Non-Banking Financial Company (NBFC) offering personal loans, home loans, and investment products across Tier 1 & Tier 2 cities

Financial Institutions – AI-Powered Loan & Investment Assistance

Challenges

The NBFC was struggling with lead drop-offs and delayed responses:

Lead drop-offs due to delayed responses in loan inquiries

Sales reps were overwhelmed, especially during peak campaign seasons

Customers had to wait 24–48 hours to get answers about eligibility or product options

The OMX Flow Solution

Conversational AI Chatbot: Deployed on WhatsApp to instantly handle loan eligibility checks and provide real-time responses

Automated Workflows: Set up to follow up with leads for document submissions, with personalized reminders on WhatsApp

AI Assistant: Handled FAQs about investment products, providing instant information 24/7

Results & Impact

40% increase in inquiry-to-application conversion as customers received instant, helpful responses

35% higher KYC completion rate reducing time to disbursement

50% lower customer support costs as AI handled a significant portion of queries